Rollup Helper Use Case Library

Filtered by campaignmember

All Rollup Helper Use Case Library

Campaign Metrics - First Campaign Name

Problem: Need to view the name of the first Campaign a prospect was a member of displayed on the Contact record.

As a Marketing Manager, I want to see the name of the first Campaign a prospect was a...

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

Campaign Metrics - First Response Date

Problem: Can't see the first response date for a campaign displayed on a contact record in Salesforce.

As an Sales Representative, I want to see the first response date to a given campaign displayed...

Contact, Campaign, CampaignMember, MIN

Campaign Metrics - Last Response Date

Problem: Unable to see the last time a Contact responded to a Campaign.

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: Need to see the number of Campaigns a Contact has been a member of.

As a Sales Representative or Marketing Manager, I want to see the number of Campaigns a Contact has been a member of. This...

Contact, COUNT, Campaign, CampaignMember

Campaign Metrics - Most Recent Campaign

Problem: Can't see the name of the most recent Campaign a prospect was a member of displayed on the Contact record.

As a Sales Representative, I want to see the name of the most recent Campaign a...

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

Rollup Helper Use Case Library