Rollup Helper Use Case Library

Problem: As an ever-expanding company involved in multiple industries, rolling up data daily becomes extremely time-consuming and eventually unfeasible. 

Rollup Helper has added parent filter...

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: How do you populate a contact lookup on the account page that identifies who this contact is?

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

Problem: Capturing how much revenue will fall into each calendar year, at both the Opportunity level and the Account level.

We put in product dates for our Opportunity Line Items and also use...

Account, Opportunity Products, Non Real-time Rollups, Opp. Line Item Schedule, Opportunity

We're excited to share this use case with you. It's 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...

Account, Asset, Case, COUNT, Opportunity Products, Custom Object, Admin Apps, Limit Rollups, Lookup Rollups, MAX, Opportunity, Scheduled Rollups

Problem: Need to trigger an automated health check on an account with a workflow.

Apex triggers enable you to complete custom actions, such as insertions, updates, or deletions, before or after...

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: Need to see how many cases are in each status with an Account.

Support wants to see how many cases are in each status with an Account to see how well they are being provided service. Sales...

Account, Case, COUNT, Case Management, Rollup Helper