Rollup Helper Use Case Library

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: You want to create a list view to show all of the Closed Won Opportunities that do not have a Document attached. That way you can address Opportunities as needed. 

COUNT, Opportunity, Validation Rollups

Problem: Need to see the number of tasks on an open case in Salesforce.

In Salesforce, maximizing efficiency and productivity is the name of the game. If you can't see or find your information...

Case, COUNT, Task

We're excited to share this use case with you. It's by far the most comprehensive solution we have ever recorded on YouTube, and this post will help to orient you to the entire solution as well as to...

Account, Asset, Case, COUNT, Opportunity Products, Custom Object, Admin Apps, Limit Rollups, Lookup Rollups, MAX, Opportunity, Scheduled Rollups

Problem: Need to trigger an automated health check on an account with a workflow.

Apex triggers enable you to complete custom actions, such as insertions, updates, or deletions, before or after...

Account, Case, COUNT

Problem: How do you determine the number of campaigns that influence a Lead? 

COUNT, Campaign, Lead, Lead Management, Rollup Helper, Marketing

Problem: Need to see how many cases are in each status with an Account.

Support wants to see how many cases are in each status with an Account to see how well they are being provided service. Sales...

Account, Case, COUNT, Case Management, Rollup Helper

Problem: As a Sales Manager, I need to monitor the number of demos being completed each month by a Sales Rep.

COUNT, User, Task

Problem: As a Sales Manger, I need to be able to identify the number of calls or emails on an Opportunity for better sales analytics and planning.

COUNT, Opportunity, Task

COUNT, TEXT