--- title: Rollup Helper Use Case Library | Passage Technology | Account (2) description: Account | Case studies, how-tos for free Salesforce admin app Rollup Helper from trusted partner Passage Technology. Extend rollup functionality (2) --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) - Solutions - By User Type - [Admins](https://www.passagetechnology.com/en/solutions/salesforce-admin) - [Getting Around Rollup Limitations](https://www.passagetechnology.com/en/solutions/salesforce-admin#rollup-limitations) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/salesforce-admin#Reports) - [GDPR Compliance](https://www.passagetechnology.com/en/solutions/salesforce-admin#GDPR) - [Data Cleanup](https://www.passagetechnology.com/en/solutions/salesforce-admin#cleanup) - [Project Managers](https://www.passagetechnology.com/en/solutions/salesforce-project-managers) - [Managing Internal Projects](https://www.passagetechnology.com/en/solutions/salesforce-project-managers#internal-projects) - [Collaborate on External Projects & Client Status Reporting](https://www.passagetechnology.com/en/solutions/salesforce-project-managers#External) - [Project Analytics](https://www.passagetechnology.com/en/solutions/salesforce-project-managers#Analytics) - [Salesforce Training for Project Management Success](https://www.passagetechnology.com/en/solutions/salesforce-project-managers#SF-training) - [C-Suite](https://www.passagetechnology.com/en/solutions/c-suite) - [Business Insights](https://www.passagetechnology.com/en/solutions/c-suite#business-insights) - [Decision Making & Prioritizing Initiatives](https://www.passagetechnology.com/en/solutions/c-suite#decision-making) - [Project Planning & Managing Execution](https://www.passagetechnology.com/en/solutions/c-suite#managing-execution) - [Custom Solutions & Integrations](https://www.passagetechnology.com/en/solutions/c-suite#custom-solutions) - [IT Managers](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce) - [Security & Compliance](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce#security) - [Enabling Salesforce Users](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce#enabling-team-members) - [Managing IT Projects](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce#projects) - [Avoiding Technical Debt](https://www.passagetechnology.com/en/solutions/it-managers-using-salesforce#avoid-technical-debt) - [Salesforce Analysts](https://www.passagetechnology.com/en/solutions/salesforce-analysts) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/salesforce-analysts#reports) - [Project Management](https://www.passagetechnology.com/en/solutions/salesforce-analysts#project-management) - [Custom Solutions & Integrations](https://www.passagetechnology.com/en/solutions/salesforce-analysts#custom-solutions) - By Industry or Cloud - [Software](https://www.passagetechnology.com/en/solutions/computer-software-industry) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/computer-software-industry#reports) - [Decision Making & Prioritizing Initiatives](https://www.passagetechnology.com/en/solutions/computer-software-industry#decision-making) - [Project Management](https://www.passagetechnology.com/en/solutions/computer-software-industry#project-management) - [Security & Compliance](https://www.passagetechnology.com/en/solutions/computer-software-industry#security) - [Healthcare & Life Sciences](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud) - [Project Management](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud#project-management) - [HIPAA Compliance](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud#hipaa) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud#reports) - [Custom Solutions & Integrations](https://www.passagetechnology.com/en/solutions/healthcare-life-sciences-industry-cloud#custom-solutions) - [Financial Services](https://www.passagetechnology.com/en/solutions/financial-services-industry-cloud) - [Relating Custom Objects](https://www.passagetechnology.com/en/solutions/financial-services-industry-cloud#custom-objects) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/financial-services-industry-cloud#Reports) - [Improving Data Quality](https://www.passagetechnology.com/en/solutions/financial-services-industry-cloud#data-quality) - [Compliance](https://www.passagetechnology.com/en/solutions/financial-services-industry-cloud#Compliance) - [Nonprofit](https://www.passagetechnology.com/en/solutions/nonprofit-industry-cloud) - [Reports & Data Aggregation](https://www.passagetechnology.com/en/solutions/nonprofit-industry-cloud#reports) - [Improving Data Quality](https://www.passagetechnology.com/en/solutions/nonprofit-industry-cloud#data-quality) - [Project Management](https://www.passagetechnology.com/en/solutions/nonprofit-industry-cloud#project-management) - 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[Services](https://www.passagetechnology.com/developmentservices) - [Knowledge Articles](https://passagetech.my.site.com/KnowledgeBase/s/) - [Log a Support Case](https://www.passagetechnology.com/contact-us) - [Resources](https://www.passagetechnology.com/resources) - [Blog](https://www.passagetechnology.com/passage-technology-blog) - [Customer Success Stories](https://www.passagetechnology.com/customer-success) - [Essential Guides for Business Transformation with Salesforce](https://www.passagetechnology.com/en/essential-guides-for-business-transformation-with-salesforce) - [Use Case Libraries](https://www.passagetechnology.com/use-case-libraries) - [Knowledge Articles](https://passagetech.my.site.com/KnowledgeBase/s/) - [Release Notes](https://www.passagetechnology.com/release-notes) - [Company](https://www.passagetechnology.com/about) - [About Us](https://www.passagetechnology.com/about) - [Press & Testimonials](https://www.passagetechnology.com/press-testimonials) - [Contact Us](https://www.passagetechnology.com/contact-us) - [Partners](https://www.passagetechnology.com/partners) - [Careers](https://www.passagetechnology.com/working-at-passage) - [Search](https://www.passagetechnology.com/search) # [ Rollup Helper Use Case Library ](https://www.passagetechnology.com/rollup-helper-use-cases) ## Filtered by *account* [ All Rollup Helper Use Case Library ](https://www.passagetechnology.com/rollup-helper-use-cases) ### Subscribe ### Tags - [Account (43)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account) - [Opportunity (37)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity) - [COUNT (33)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count) - [Contact (30)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact) - [Pre-Built rollup (25)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) - [Task (23)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) - [Rollup Helper (21)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper) - [MAX (16)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max) - [TEXT (15)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text) - [Custom Object (13)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object) - [Case (12)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case) - [SUM (12)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sum) - [Campaign (11)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaign) - [Dates (9)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dates) - [Lead (8)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lead) - [MIN (8)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/min) - [Event (7)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/event) - [Sorted Rollups (6)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sorted-rollups) - [User (6)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/user) - [Activity Monitoring (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/activity-monitoring) - [CampaignMember (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaignmember) - [Lookup Rollups (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-rollups) - [Opportunity Products (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-products) - [Scheduled Rollups (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/scheduled-rollups) - [Admin Apps (4)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/admin-apps) - [Email (4)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/email) - [Sales Productivity (4)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sales-productivity) - [Account Based Marketing (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account-based-marketing) - [Flow (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/flow) - [Limit Rollups (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/limit-rollups) - [Lookup Helper (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-helper) - [Quote (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/quote) - [Account Management (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account-management) - [Asset (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/asset) - [Case Management (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case-management) - [Contract (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contract) - [Marketing (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/marketing) - [Opportunity Contact Role (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-contact-role) - [Validation Rollups (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/validation-rollups) - [reporting (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/reporting) - [revenue metrics (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/revenue-metrics) - [Average (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/average) - [Cloud: Marketing Cloud (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/cloud-marketing-cloud) - [Contact Management (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact-management) - [DLRS (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dlrs) - [DLRS Converter (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dlrs-converter) - [Embedded Analytics (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/embedded-analytics) - [Featured (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/featured) - [FinancialForce (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/financialforce) - [Hierarchy (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/hierarchy) - [Hierarchy rollups (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/hierarchy-rollups) - [Industry: Nonprofit (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/industry-nonprofit) - [Lead Management (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lead-management) - [Live Chat Transcript (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/live-chat-transcript) - [Net Promoter Score (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/net-promoter-score) - [Non Real-time Rollups (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/non-real-time-rollups) - [Notes & Attachments (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/notes-attachments) - [Opp. Line Item Schedule (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opp-line-item-schedule) - [Opportunity Pipeline (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-pipeline) - [Opportunity Product (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-product) - [Order (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/order) - [Pricebook Entry (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pricebook-entry) - [Project (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/project) - [Project Management (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/project-management) - [Rollup Filters (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-filters) - [Targeted Rollup (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/targeted-rollup) - [duplicate records (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/duplicate-records) [Number of Contacts without an Email Address](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-contacts-without-an-email-address) [![Auto-deploy Number of Contacts without Email rollup](https://www.passagetechnology.com/hubfs/Number%20of%20Contacts%20without%20Email.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-contacts-without-an-email-address) ## Problem: How do you calculate the amount of Contacts without an email address assigned for each Account record? [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [Email](https://www.passagetechnology.com/rollup-helper-use-cases/tag/email), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [Number of Contacts under an Account](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-contacts-under-an-account) [![Auto-deploy Number of Contacts rollup](https://www.passagetechnology.com/hubfs/Number%20of%20Contacts.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-contacts-under-an-account) ## Problem: How do you calculate the the number of Contacts for each Account record? [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [Largest Won Opportunity Amount](https://www.passagetechnology.com/rollup-helper-use-cases/largest-won-opportunity-amount) [![Auto-deploy Largest Won Opportunity Amount rollup](https://www.passagetechnology.com/hubfs/Largest%20Won%20Opportunity%20Amount.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/largest-won-opportunity-amount) ## Problem: How do you calculate the largest amount of a child Closed Won Opportunity for each parent Account record? [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [revenue metrics](https://www.passagetechnology.com/rollup-helper-use-cases/tag/revenue-metrics), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [First Opportunity Close Date](https://www.passagetechnology.com/rollup-helper-use-cases/first-opportunity-close-date) [![Auto-deploy First Opportunity Close Date rollup](https://www.passagetechnology.com/hubfs/First%20Opportunity%20Close%20Date.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/first-opportunity-close-date) ## Problem: How do you calculate the first close date for a child Opportunity for each parent Account record? [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Dates](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dates), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [Names of Child Accounts on Parent Account](https://www.passagetechnology.com/rollup-helper-use-cases/names-of-child-accounts-on-parent-account) [![Child to Parent Account Names](https://www.passagetechnology.com/hubfs/Child%20to%20Parent%20Account%20Names.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/names-of-child-accounts-on-parent-account) ## Problem: How do you rollup the names of child Accounts under each parent Account record? [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [TEXT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text), [Hierarchy rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/hierarchy-rollups), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [Most Recent Note on Account](https://www.passagetechnology.com/rollup-helper-use-cases/most-recent-note-on-account) [![Auto-deploy Most Recent Note on Account](https://www.passagetechnology.com/hubfs/Most%20Recent%20Note%20on%20Account.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [TEXT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text), [Notes & Attachments](https://www.passagetechnology.com/rollup-helper-use-cases/tag/notes-attachments), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [Average Deal Size](https://www.passagetechnology.com/rollup-helper-use-cases/average-deal-size) [![Auto-deploy Average Deal Size rollup](https://www.passagetechnology.com/hubfs/Average%20Deal%20Size.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/average-deal-size) ## Problem: How do you calculate the average amount of all closed Opportunities for each Account record? [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Average](https://www.passagetechnology.com/rollup-helper-use-cases/tag/average), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [Most Recent Contract End Date on Account](https://www.passagetechnology.com/rollup-helper-use-cases/most-recent-contract-end-date-on-account) [![Rollup step 3](https://www.passagetechnology.com/hubfs/Most%20recent%20contract%20end%20date%20rollup.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Contract](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contract), [MAX](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max), [Dates](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dates) [Count Number of Duplicate Opportunities on Account](https://www.passagetechnology.com/rollup-helper-use-cases/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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [duplicate records](https://www.passagetechnology.com/rollup-helper-use-cases/tag/duplicate-records) [Calculating an Account Level Net Promoter Score (NPS)](https://www.passagetechnology.com/rollup-helper-use-cases/calculating-an-account-level-net-promoter-score-nps) [![Happy, neutral, or unhappy checkboxes](https://www.passagetechnology.com/hubfs/NPS%20%28Pixabay%29.webp) ](https://www.passagetechnology.com/rollup-helper-use-cases/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... [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Account Based Marketing](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account-based-marketing), [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [MAX](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max), [Net Promoter Score](https://www.passagetechnology.com/rollup-helper-use-cases/tag/net-promoter-score) | [** Previous ](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account/page/1) | [Rollup Helper Use Case Library](https://www.passagetechnology.com/rollup-helper-use-cases) | [ Next ** ](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account/page/3) | | --- | --- | --- | ![Salesforce certified services by trusted Passage Technology](https://www.passagetechnology.com/hubfs/Salesforce/SF%20Partner%20Badges%202026%20(for%20footer).png) Explore - [Rollup Helper](https://www.passagetechnology.com/rollup-helper-overview) - [Milestones PM+](https://www.passagetechnology.com/milestones-pm-plus-overview) - [Lookup Helper](https://www.passagetechnology.com/lookup-helper-overview) - [Prioritization Helper](https://www.passagetechnology.com/prioritization-helper-overview) - [Data Quality Helper](https://www.passagetechnology.com/data-quality-helper-overview) - [Work Trail](https://www.passagetechnology.com/work-trail-overview) Services - [Custom Development Services](https://www.passagetechnology.com/developmentservices) - [Milestones PM+ Starter Packs](https://www.passagetechnology.com/milestones-pmplus-starter-packs) Learn - [Support Portal](https://www.passagetechnology.com/support) - [Resources Portal](https://www.passagetechnology.com/resources) Company - [About](https://www.passagetechnology.com/about) - [Careers](https://www.passagetechnology.com/working-at-passage) - [Press & Testimonials](https://www.passagetechnology.com/press-testimonials) - [Partners](https://www.passagetechnology.com/partners) Questions? - [Contact Us](https://www.passagetechnology.com/contact-us) - +1 (224) 655-6779 [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) © 2026 Passage Technology LLC All Rights Reserved. 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