Rollup Helper Use Case Library

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, Admin Apps, 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

Problem

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...

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

Problem

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...

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, Admin Apps, 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

Users wants to see the last activity Date and Time from associated Cases on the Account.

Solution

Create a rollup which rolls up the Last Modified Date.

The first step is to create a new...

Account, Account Management, Case, Case Management, MAX, Rollup Helper

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