March 11, 2019
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 endless scenarios.
As an ever-expanding company involved in multiple industries, rolling up data...
|View post||Tags: Account, Opportunity, Rollup Helper, Targeted Rollup|
January 16, 2019
A sum of previous year to date Opportunity amounts is needed on Account so that a year over year comparison can be made.
|View post||Tags: Account, Opportunity, Rollup Helper|
February 27, 2017
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 impression. For this reason, it makes more sense to look at an Account as a whole and make sure to review...
|View post||Tags: Account, Account Based Marketing, Helper Suite, Lead, Rollup Helper|
June 16, 2016
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 email address or other key piece of contact information and have it accessible to workflow, other...
|View post||Tags: Account, Contact, TEXT, Lookup Rollups, Opportunity Contact Role|
June 16, 2016
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 an annual cycle but it is typically not a calendar year. So for the line items on the opportunity,...
|View post||Tags: Account, Opportunity Products, Non Real-time Rollups, Opp. Line Item Schedule, Opportunity|
June 3, 2016
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 as to the Helper Suite of apps. At a high-level, the rollup solution is to connect asset, case,...
|View post||Tags: Account, Asset, Case, COUNT, Opportunity Products, Custom Object, Helper Suite, Limit Rollups, Lookup Rollups, MAX, Opportunity, Scheduled Rollups|
March 16, 2016
Use Case: A Salesforce user will want to quickly see what is the largest quote ever provided to an account from the Account page via a lookup field. For this use case, please follow these...
|View post||Tags: Account, Lookup Rollups, MAX, Quote, Sorted Rollups|
December 7, 2015
As a sales representative or manager, you need to know which products have or have not been purchased for each of your Accounts, so that you can have the most effective conversation and updated account plan available. By aggregating product information into your Account page, you now have...
|View post||Tags: Account, Account Based Marketing, TEXT, Opportunity|
June 29, 2015
As an Account Manager or Sales Rep. I need to see the most recent activity on an Account before contacting the client.
|View post||Tags: Account, TEXT, Custom Object, Sorted Rollups, Task|