--- title: Rollup Helper Use Case Library | Passage Technology | Contact (3) description: Contact | Case studies, how-tos for free Salesforce admin app Rollup Helper from trusted partner Passage Technology. Extend rollup functionality (3) --- [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) - [MAX (16)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max) - [TEXT (15)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text) - [Custom Object (13)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object) - [Case (12)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case) - [SUM (12)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sum) - [Campaign (11)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaign) - [Dates (9)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dates) - [Lead (8)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lead) - [MIN (8)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/min) - [Event (7)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/event) - [Sorted Rollups (6)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sorted-rollups) - [User (6)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/user) - [Activity Monitoring (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/activity-monitoring) - [CampaignMember (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaignmember) - [Lookup Rollups (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-rollups) - [Opportunity Products (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-products) - [Scheduled Rollups (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/scheduled-rollups) - [Admin Apps (4)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/admin-apps) - [Email (4)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/email) - [Sales Productivity (4)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sales-productivity) - [Account Based Marketing (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account-based-marketing) - [Flow (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/flow) - [Limit Rollups (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/limit-rollups) - [Lookup Helper (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-helper) - [Quote (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/quote) - [Account Management (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account-management) - [Asset (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/asset) - [Case Management (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case-management) - [Contract (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contract) - [Marketing (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/marketing) - [Opportunity Contact Role (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-contact-role) - [Validation Rollups (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/validation-rollups) - [reporting (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/reporting) - [revenue metrics (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/revenue-metrics) - [Average (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/average) - [Cloud: Marketing Cloud (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/cloud-marketing-cloud) - [Contact Management (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact-management) - [DLRS (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dlrs) - [DLRS Converter (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dlrs-converter) - [Embedded Analytics (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/embedded-analytics) - [Featured (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/featured) - [FinancialForce (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/financialforce) - [Hierarchy (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/hierarchy) - [Hierarchy rollups (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/hierarchy-rollups) - [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) ## Problem: Can't see the first response date for a campaign displayed on a contact record in Salesforce. As an Sales Representative, I want to see the first response date to a given campaign displayed... [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [Campaign](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaign), [CampaignMember](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaignmember), [MIN](https://www.passagetechnology.com/rollup-helper-use-cases/tag/min) ## Problem: Unable to see the last time a Contact responded to a Campaign.  As an Sales Representative, I want to see the last time a Contact responded to a Campaign.   [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [Campaign](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaign), [CampaignMember](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaignmember), [MAX](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max) ## Problem: Need to see the number of Campaigns a Contact has been a member of. As a Sales Representative or Marketing Manager, I want to see the number of Campaigns a Contact has been a member of. This... [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Campaign](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaign), [CampaignMember](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaignmember) ## Problem: Can't see the name of the most recent Campaign a prospect was a member of displayed on the Contact record. As a Sales Representative, I want to see the name of the most recent Campaign a... [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [TEXT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text), [Campaign](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaign), [CampaignMember](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaignmember), [Limit Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/limit-rollups), [Sorted Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sorted-rollups) ## **Problem: **Need to group the number of contacts each account manager has established on their owned accounts. For strategic reporting on a given Account Manager’s progress in building relationships in... [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [User](https://www.passagetechnology.com/rollup-helper-use-cases/tag/user) [![Rollup step 3](https://www.passagetechnology.com/hubfs/Opportunity%20Contact%20Role%20Validation%20rollup.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/opportunity-contact-role-validation) ## Problem: Your organization needs to make sure Opportunity Contact Roles on a deal have been entered. [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [TEXT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Opportunity Contact Role](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-contact-role), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper), [Validation Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/validation-rollups) One of the most popular use cases we have seen with Rollup Helper is the ability to capture key activity metrics on the lead, contact, or account pages. If activity monitoring is an important gap to... [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Event](https://www.passagetechnology.com/rollup-helper-use-cases/tag/event), [Lead](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lead), [MAX](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max), [MIN](https://www.passagetechnology.com/rollup-helper-use-cases/tag/min), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) ## Problem: Salesforce doesn't offer standard or customizable business rules on what contacts you need to have defined when a contract is put into place. For example, it is possible to create a... [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Contract](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contract) Problem: You need to display a count of the total records that meet some condition on the parent, and Rollup Summary Fields are NOT an option.  For example, you may get asked, "How many VP Contacts... [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count) [![Rollup Helper Use Case Library](https://www.passagetechnology.com/hubfs/2021/RH-library.png) ](https://www.passagetechnology.com/rollup-helper-use-cases/last-activity-task-event-date) ## Problem: Salesforce has a Last Activity field available, but it is not usually configurable to most customers needs. [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [Event](https://www.passagetechnology.com/rollup-helper-use-cases/tag/event), [Lead](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lead), [MAX](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max), [MIN](https://www.passagetechnology.com/rollup-helper-use-cases/tag/min), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) | [** Previous ](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact/page/2) | [Rollup Helper Use Case Library](https://www.passagetechnology.com/rollup-helper-use-cases) | | | --- | --- | --- | © 2026 Passage Technology LLC All Rights Reserved. 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