Rollup Helper Use Case Library

Identify the Largest Quote on An Account

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

Opportunity Whitespace Reporting With Rollup Helper Text 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

Rollup Most Recent Updates on Account (Custom Object)

Problem

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

Subject of Last Task Completed

Problem

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

Account, TEXT, Sorted Rollups, Task

Products Purchased

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

Account Management Buckets

Problem

For strategic reporting on a given Account Manager’s progress in building relationships in their Accounts, I need to be able to group on the number of contacts each account manager has...

Account, Contact, COUNT, User

Case Limit Reached Rollup for Email

Problem

Salesforce does not 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, Workflow

Rolling up assets on an Account

Problem

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

Account, Asset, TEXT

Referral Tracking

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

Customer Segmentation - Identifying Older Vs. Newer Customers

Problem

You need to segment your customers based on how recently you have closed won business with an existing customer. For example, a report showing those customers that you have not had a recent...

Account, MIN, Opportunity, Scheduled Rollups

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