Rollup Helper Use Case Library

USE CASE: Calculate the Number of Cases on a Salesforce Contact Record

Problem

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

Case, Contact, COUNT, Pre-Built rollup

USE CASE: Calculating the Number of Calls for a Contact in Salesforce

Problem

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

Contact, COUNT, Activity Monitoring, Task, Pre-Built rollup

USE CASE: Most Recent Task Date Activity for Salesforce Contacts

Auto-deploy Most Recent Task Date rollup

Problem

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

Contact, Activity Monitoring, MAX, Task, Dates, Pre-Built rollup

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.

Account, Account Management, Contact, Opportunity, SUM, Industry: Nonprofit

Number of Email Tasks under a Contact

Problem

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

Account, Contact, COUNT, Task, Email, Pre-Built rollup

Number of Contacts without an Email Address

Auto-deploy Number of Contacts without Email rollup

Problem

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

Account, Contact, Email, Pre-Built rollup

Number of Contacts under an Account

Problem

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

Account, Contact, COUNT, Pre-Built rollup

Most Recent Email Date

Problem

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

Contact, Task, Email, Dates, Pre-Built rollup

Most Recent Campaign Date

Problem

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

Contact, Campaign, Dates, Pre-Built rollup

Most Recent Call Date

Problem

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

Contact, Activity Monitoring, Task, Pre-Built rollup

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