Rollup Helper Use Case Library

Number of Won Opportunities in a Campaign

Auto-deploy Number of Won Opps in Campaign rollup

Problem

How do you calculate the number of won Opportunities for each Campaign record?

COUNT, Campaign, Opportunity, Pre-Built rollup

Most Recent Campaign Date

Problem

How do you calculate the latest Created Date of all Campaigns for each Contact record?

Contact, Campaign, Dates, Pre-Built rollup

First Campaign Date

Problem

How do you calculate the earliest created date of a child Campaign for each parent Contact record?

Contact, Campaign, Dates, Pre-Built rollup

Campaign Revenue

Problem

How do you calculate the sum of the amounts of all closed Opportunities for each Campaign record?

Campaign, Opportunity, revenue metrics, Pre-Built rollup

Campaign Metrics - First Campaign Name

Problem

As a Marketing Manager, I want to see the name of the first Campaign a prospect was a member of displayed on the Contact record.

Contact, TEXT, Campaign, CampaignMember, Limit Rollups, Sorted Rollups

Count number of campaigns on a lead record

Problem

Marketing wants to find out if their campaigns are successful in lead generation. How do you determine the number of campaigns that influence a Lead? Also, how engaged is a Lead?

COUNT, Campaign, Lead, Lead Management, Rollup Helper, Marketing

Campaign Metrics - First Response Date

Problem

As an Sales Representative, I want to see the first response date to a given campaign displayed on a contact record in order to determine how quickly a prospect responds.

Contact, Campaign, CampaignMember, MIN

Campaign Metrics - Last Response Date

Problem

As an Sales Representative, I want to see the last time a Contact responded to a Campaign.

Contact, Campaign, CampaignMember, MAX

Campaign Metrics - Number of Campaigns

Problem

As an Sales Representative or Marketing Manager, I want to see the number of Campaigns a Contact has been a member of. This will help me analyze relationship building as well as how many...

Contact, COUNT, Campaign, CampaignMember

Campaign Metrics - Most Recent Campaign

Problem

As a Sales Representative, I want to see the name of the most recent Campaign a prospect was a member of displayed on the Contact record.

Contact, TEXT, Campaign, CampaignMember, Limit Rollups, Sorted Rollups

Filtered by campaign

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