Rollup Helper Use Case Library

Total Sales (from Invoices or Opportunities)

Problem

Salesforce does not display the total sales figure you want to calculate and display on the Account page.

Account, Custom Object, Opportunity, SUM

Count Contact Records With A Filter Applied

Problem

You need to display a count of the total records that meet some condition on the parent, and Rollup Summary Fields are NOT an option. For example, you may get asked, "How many VP Contacts do...

Account, Contact, COUNT

USE CASE: Creating Account Hierarchy Rollups without Coding

Problem

Within Salesforce, it is not possible to do hierarchy rollups without Apex coding. Standard roll-up summary fields will not support these types of roll-ups.

Account, Hierarchy, Featured

Filtered by account

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