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

Number of Won Opportunities in a Campaign

Auto-deploy Number of Won Opps in Campaign rollup

Problem

How do you calculate the number of won Opportunities for each Campaign record?

COUNT, Campaign, Opportunity, Pre-Built rollup

Number of Won Opportunities on an Account

Auto-deploy Number of Won Opportunities rollup

Problem

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

Account, COUNT, Opportunity, Pre-Built rollup

Number of Open Cases on an Account

Problem

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

Account, Case, COUNT, Pre-Built rollup

USE CASE: Calculating the Number of Lost Opportunities for Accounts

Auto-deploy Number of Lost Opportunities rollup

Problem

How do you calculate the amount of lost Opportunities on each Account record?

Account, COUNT, Opportunity, 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

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 under an Account

Problem

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

Account, Contact, COUNT, Pre-Built rollup

Count Number of Duplicate Opportunities on Account

Problem

You want to count the number of duplicate Opportunities on an Account so you can either clean up unneeded Opportunities, or find out what’s happening in the sales process to cause duplicates...

Account, COUNT, Opportunity, duplicate records

Calculating an Account Level Net Promoter Score (NPS)

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 recorded...

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

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