Rollup Helper Use Case Library

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

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 campaignmember

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