Rollup Helper Use Case Library

Number of Cases on a Contact

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

Number of Calls for a Contact

Problem: How do you calculate the amount of "Calls" Task types for each Contact record?

Most Recent Task Date

Problem: How do you calculate the latest Activity Date of all children Tasks for each Contact record?

Non-Profit Donations by Company

Problem: You want to be able to run a report to see what Accounts donated, and what its individual Employees donated, separately or together.

Problem: How do you calculate the amount of "Email" Tasks for each Contact record?

Problem: How do you calculate the amount of Contacts without an email address assigned for each Account record?

Problem: How do you calculate the the number of Contacts for each Account record?

Most Recent Email Date

Problem: How do you calculate the latest Task Activity Date with type "Email" for each Contact record?

Most Recent Campaign Date

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

Most Recent Call Date

Problem: How do you calculate the latest Activity Date of all Tasks with the type "Call" for each Contact record?

Filtered by contact