Rollup Helper Use Case Library

USE CASE: Calculating the Number of Calls for a Contact in Salesforce

Problem

How do you calculate the amount of "Calls" Task types for each Contact record?

Contact, COUNT, Activity Monitoring, Task, Pre-Built rollup

USE CASE: Most Recent Task Date Activity for Salesforce Contacts

Auto-deploy Most Recent Task Date rollup

Problem

How do you calculate the latest Activity Date of all children Tasks for each Contact record?

Contact, Activity Monitoring, MAX, Task, Dates, Pre-Built rollup

Most Recent Call Date

Problem

How do you calculate the latest Activity Date of all Tasks with the type "Call" for each Contact record?

Contact, Activity Monitoring, Task, Pre-Built rollup

First Task Date

Problem

How do you calculate the first activity date on a child Task record for each parent Contact record?

Contact, Activity Monitoring, Task, Dates, Pre-Built rollup

Last Task Completed Subject on Contact with Hyperlink

Problem

To increase sales productivity, I want to see the last task's subject on contact records as well as a hyperlink so it can be used in contact list views and reports.

Contact, Sales Productivity, Activity Monitoring, Contact Management, Rollup Helper, Task

Filtered by activity-monitoring

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