--- title: Rollup Helper Use Case Library | Passage Technology | Case description: Case | Case studies, how-tos for free Salesforce admin app Rollup Helper from trusted partner Passage Technology. Extend rollup functionality --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) [ All Rollup Helper Use Case Library ](https://www.passagetechnology.com/rollup-helper-use-cases) ### Subscribe ### Tags - [Account (43)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account) - [Opportunity (37)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity) - [COUNT (33)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count) - [Contact (30)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact) - [Pre-Built rollup (25)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) - [Task (23)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) - [Rollup Helper (21)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper) - 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[Industry: Nonprofit (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/industry-nonprofit) - [Lead Management (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lead-management) - [Live Chat Transcript (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/live-chat-transcript) - [Net Promoter Score (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/net-promoter-score) - [Non Real-time Rollups (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/non-real-time-rollups) - [Notes & Attachments (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/notes-attachments) - [Opp. Line Item Schedule (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opp-line-item-schedule) - [Opportunity Pipeline (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-pipeline) - [Opportunity Product (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-product) - [Order (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/order) - [Pricebook Entry (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pricebook-entry) - [Project (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/project) - [Project Management (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/project-management) - [Rollup Filters (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-filters) - [Targeted Rollup (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/targeted-rollup) - [duplicate records (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/duplicate-records) [![Auto-deploy Number of Cases rollup](https://www.passagetechnology.com/hubfs/Number%20of%20Cases.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-cases-on-a-contact) ## Problem: How do you calculate the amount of Cases for each Contact record? [Case](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case), [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [![Auto-deploy Number of Open Cases rollup](https://www.passagetechnology.com/hubfs/Number%20of%20Open%20Cases.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-open-cases-on-an-account) ## Problem: How do you calculate the amount of open Cases for each Account record? [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Case](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [![](https://www.passagetechnology.com/hubfs/Imported_Blog_Media/img-18.png) ](https://www.passagetechnology.com/rollup-helper-use-cases/calculate-agent-caseload-utilization-in-salesforce) ## Problem: An easy way to view agent case load utilization % is needed so that business decisions can be made on case reassignment or additional resources needed. [Case](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case), [User](https://www.passagetechnology.com/rollup-helper-use-cases/tag/user), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper) ## Problem: As an operations manager, I want to be able to easily see the date of the most recent task with a specific subject (Order Sent) that has been completed on a Case. [Case](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) [![Rollup step 3](https://www.passagetechnology.com/hubfs/Count%20Number%20of%20Tasks%20on%20an%20Open%20Case%20Rollup.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/count-the-number-of-tasks-on-an-open-case) ## Problem: Need to see the number of tasks on an open case in Salesforce. In Salesforce, maximizing efficiency and productivity is the name of the game. If you can't see or find your information... [Case](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) We're excited to share this use case with you. It's by far the most comprehensive solution we have ever recorded on YouTube, and this post will help to orient you to the entire solution as well as to... [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Asset](https://www.passagetechnology.com/rollup-helper-use-cases/tag/asset), [Case](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Opportunity Products](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-products), [Custom Object](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object), [Admin Apps](https://www.passagetechnology.com/rollup-helper-use-cases/tag/admin-apps), [Limit Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/limit-rollups), [Lookup Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-rollups), [MAX](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Scheduled Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/scheduled-rollups) ## Problem: Need to trigger an automated health check on an account with a workflow. Apex triggers enable you to complete custom actions, such as insertions, updates, or deletions, before or after... [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Case](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count) [![Step 3 of the rollup](https://www.passagetechnology.com/hubfs/Date%20and%20Time%20of%20last%20Case%20Activity%20rollup.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/the-date-and-time-of-the-last-case-activity-for-the-account) ## Problem: Users wants to see the last activity Date and Time from associated Cases on the Account. ## Solution: Create a rollup which rolls up the Last Modified Date. The first step is to create a new... [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Account Management](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account-management), [Case](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case), [Case Management](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case-management), [MAX](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper) ## Problem: Need to see how many cases are in each status with an Account. Support wants to see how many cases are in each status with an Account to see how well they are being provided service. Sales... [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Case](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Case Management](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case-management), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper) ## Problem: Need to report on the total number of Live Chat Transcripts and the total number of Cases worked in a week. To measure a user’s productivity, I need to report on the total number of Live... [Case](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case), [User](https://www.passagetechnology.com/rollup-helper-use-cases/tag/user), [Live Chat Transcript](https://www.passagetechnology.com/rollup-helper-use-cases/tag/live-chat-transcript), [Scheduled Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/scheduled-rollups), [SUM](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sum) | | [Rollup Helper Use Case Library](https://www.passagetechnology.com/rollup-helper-use-cases) | [ Next ** ](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case/page/2) | | --- | --- | --- | © 2026 Passage Technology LLC All Rights Reserved. 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