Rollup Helper Use Case Library

Problem — You want to roll up activities from your marketing automation to other Salesforce objects

Campaign, Email, Marketing, Cloud: Marketing Cloud

Problem

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

COUNT, Campaign, Opportunity, Pre-Built rollup

Problem

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

Contact, Campaign, Dates, Pre-Built rollup

Problem

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

Contact, Campaign, Dates, Pre-Built rollup

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

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

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

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

Problem

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

Contact, Campaign, CampaignMember, MAX

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