Rollup Helper Use Case Library

Number of Contacts without an Email Address

Auto-deploy Number of Contacts without Email rollup

Problem

How do you calculate the amount of Contacts without an email address assigned for each Account record?

Account, Contact, Email, Pre-Built rollup

Number of Contacts under an Account

Problem

How do you calculate the the number of Contacts for each Account record?

Account, Contact, COUNT, Pre-Built rollup

Largest Won Opportunity Amount

Problem

How do you calculate the largest amount of a child Closed Won Opportunity for each parent Account record?

Account, Opportunity, revenue metrics, Pre-Built rollup

First Opportunity Close Date

Problem

How do you calculate the first close date for a child Opportunity for each parent Account record?

Account, Opportunity, Dates, Pre-Built rollup

Names of Child Accounts on Parent Account

Problem

How do you rollup the names of child Accounts under each parent Account record?

Account, TEXT, Hierarchy rollups, Pre-Built rollup

Most Recent Note on Account

Problem

How do you retrieve the text of the most recent Note Body on a child Note for each parent Account record?

Account, TEXT, Notes & Attachments, Pre-Built rollup

Average Deal Size

Problem

How do you calculate the average amount of all closed Opportunities for each Account record?

Account, Opportunity, Average, Pre-Built rollup

Most Recent Contract End Date on Account

Problem

You need an easy method for reporting and planning around renewals without running a multi-object report.

Account, Contract, MAX, Dates

Count Number of Duplicate Opportunities on Account

Problem

You want to count the number of duplicate Opportunities on an Account so you can either clean up unneeded Opportunities, or find out what’s happening in the sales process to cause duplicates...

Account, COUNT, Opportunity, duplicate records

Calculating an Account Level Net Promoter Score (NPS)

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 recorded...

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

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