Rollup Helper Use Case Library

Problem: You send out Net Promoter Score (NPS) surveys to your customers. Responses are recorded on the Contact, but you want to get a high level view of how many Promoters and Detractors are...

Account, Account Based Marketing, Contact, COUNT, MAX, ABM, Net Promoter Score

Rollup Helper has added parent filter functionality! You can now choose which records your manual and scheduled rollup runs will process for. This targeted rollup functionality is applicable in...

Account, Opportunity, Rollup Helper, Targeted Rollup

Problem:

A sum of previous year to date Opportunity amounts is needed on Account so that a year over year comparison can be made.

Account, Opportunity, Rollup Helper

Problem:

Approaching a new Lead with a call or email introducing them to a product or service that they have already been engaged with via someone else at their company does not leave a good...

Account, Account Based Marketing, Helper Suite, Lead, Rollup Helper

Problem: As an Account Manager, I need to see the amount of the largest quote on an Account so that I can prioritize follow ups.

Account, MAX, Quote, Rollup Helper

Background:

It is often times essential to identify a primary contact or specific "role" within an account. This may be for support or sales reasons. You may want to identify the primary contact's...

Account, Contact, TEXT, Lookup Rollups, Opportunity Contact Role

Background: We put in product dates for our Opportunity Line Items and also use Scheduling for quantity and revenue (typically repeating monthly revenue). Our opportunity records capture products for...

Account, Opportunity Products, Non Real-time Rollups, Opp. Line Item Schedule, Opportunity

I'm really excited to share this use case with you. It is by far the most comprehensive solution we have ever recorded on YouTube, and this post will help to orient you to the entire solution as well...

Account, Asset, Case, COUNT, Opportunity Products, Custom Object, Helper Suite, Limit Rollups, Lookup Rollups, MAX, Opportunity, Scheduled Rollups

Problem: Apex triggers enable you to complete custom actions, such as insertions, updates, or deletions, before or after events to records. Similar to database systems that support triggers, Apex...

Account, Case, COUNT

Problem: Support wants to see how many cases are in each status with an Account to see how well they are being provided service. Sales and Marketing may hold off on selling if an Account is currently...

Account, Case, COUNT, Case Management, Rollup Helper