Rollup Helper Use Case Library

Problem

How do you calculate the amount of Cases for each Contact record?

Case, Contact, COUNT, Pre-Built rollup

Problem

How do you calculate the amount of open Cases for each Account record?

Account, Case, COUNT, Pre-Built rollup

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, User, 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.

Solution

Case, Rollup Helper, Task

Problem

In Salesforce, maximizing efficiency and productivity is the name of the game. If you can't see or find your information exactly where you would like to, this limits company performance. If...

Case, COUNT, Task

I'm really excited to share this use case with you. It is 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...

Account, Asset, Case, COUNT, Opportunity Products, Custom Object, Admin Apps, Limit Rollups, Lookup Rollups, MAX, Opportunity, Scheduled Rollups

Problem

Apex triggers enable you to complete custom actions, such as insertions, updates, or deletions, before or after events to records. Similar to database systems that support triggers, Apex...

Account, Case, COUNT

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, Account Management, Case, Case Management, MAX, Rollup Helper

Problem

Support wants to see how many cases are in each status with an Account to see how well they are being provided service. Sales and Marketing may hold off on selling if an Account is currently...

Account, Case, COUNT, Case Management, Rollup Helper

Problem

To measure a user’s productivity, I need to be able to report on the total number of Live Chat Transcripts and the total number of Cases worked in a week. There is not a way to link the...

Case, User, Live Chat Transcript, Scheduled Rollups, SUM