Rollup Helper Use Case Library

Problem: A Salesforce user will want to quickly see what is the largest quote ever provided to an account from the Account page via a lookup field.

Account, Lookup Rollups, MAX, Quote, Sorted Rollups

Problem: As a sales representative or manager, you need to know which products have or have not been purchased for each of your Accounts, so that you can have the most effective conversation and...

Account, Account Based Marketing, TEXT, Opportunity, Opportunity Product

Problem: I need to see the most recent activity on an Account in Salesforce.

As an Account Manager or Sales Rep. I need to see the most recent activity on an Account before contacting the client.

Account, TEXT, Custom Object, Sorted Rollups, Task

Problem: As a Sales/Account Manager, I need visibility on an Account to the Last Task Completed.

Account, TEXT, Sorted Rollups, Task

Problem: As an Account Manager, in order to identify white space on Accounts, I would like to see a list of Opportunity Products purchased on each Account.

Account, Opportunity Products, TEXT, Opportunity

Problem: Need to group the number of contacts each account manager has established on their owned accounts.

For strategic reporting on a given Account Manager’s progress in building relationships in...

Account, Contact, COUNT, User

Problem: Salesforce doesn't have a way of notifying anyone when the number of cases in the current month reaches a predefined limit for an account. 

Account, Case, COUNT, Rollup Helper, Scheduled Rollups, Flow

Problem: Salesforce won't allow you to rollup information from assets to account without coding.

Account, Asset, TEXT

Problem: Creating top partner reports or rollup fields for how many times someone or an organization has referred business to you is not straightforward in Salesforce. 

Account, COUNT, Custom Object, Lead, Opportunity

Problem: Need to segment for customers based on how recently you have closed won business with an existing customer.

Account, MIN, Opportunity, Scheduled Rollups