Rollup Helper Use Case Library

Problem: How do you calculate the earliest created date of a child Campaign for each parent Contact record?

Contact, Campaign, Dates, Pre-Built rollup

Problem: How do you calculate the first activity date on a child Task record for each parent Contact record?

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

Problem: You send out Net Promoter Score (NPS) surveys to your customers. Responses are recorded on the Contact, but you want to get a high level view of how many Promoters and Detractors are...

Account, Account Based Marketing, Contact, COUNT, MAX, Net Promoter Score

Problem: To improve customer retention, it is important to categorize customers based on the amount of time since their most recent order.

You can use that information to automate processes to reach...

Contact, Order, Rollup Helper

Problem: To increase sales productivity, I want to see the last task's subject on contact records as well as a hyperlink so it can be used in contact list views and reports. 

Contact, Sales Productivity, Activity Monitoring, Contact Management, Rollup Helper, Task

Problem: As a Sales Manager, I need to know how many outbound call attempts it takes to achieve a discussion.  

Additionally, so that my reps are more productive, I need a filtered list view of the...

Contact, Rollup Helper, Task

Problem: How do you populate a contact lookup on the account page that identifies who this contact is?

Account, Contact, TEXT, Lookup Rollups, Opportunity Contact Role

Problem: Need to view the name of the first Campaign a prospect was a member of displayed on the Contact record.

As a Marketing Manager, I want to see the name of the first Campaign a prospect was a...

Contact, TEXT, Campaign, CampaignMember, Limit Rollups, Sorted Rollups

Problem: Find out how many times we had an in-person meetings with a contact or lead.

Contact, COUNT, Event, Lead, Scheduled Rollups

Problem: Need to find the date of the last an in-person meeting with a contact or lead.

We need to know when we last had an in-person meeting with a contact or lead. Salesforce allows you to track...

Contact, Event, Lead, MAX, Task