Rollup Helper Use Case Library

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All 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

Auto-deploy Number of Contacts rollup

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

Account, Contact, COUNT, Pre-Built rollup

Largest Won Opportunity Amount

Auto-deploy Largest Won Opportunity Amount rollup

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

Auto-deploy First Opportunity Close Date rollup

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

Child to Parent Account Names

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

Auto-deploy 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

Auto-deploy Average Deal Size rollup

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

Rollup step 3

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)

Happy, neutral, or unhappy checkboxes

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, Net Promoter Score

Rollup Helper Use Case Library