This is a 2 part Rollup. The first part captures the number of activities on an opportunity. The second part makes use of workflow rules to capture the number of activities completed before a deal...
This is a 2 part Rollup. The first part captures the number of activities on an opportunity. The second part makes use of workflow rules to capture the number of activities completed before a deal...
As an Sales Representative or Marketing Manager, I want to see the number of Campaigns a Contact has been a member of. This will help me analyze relationship building as well as how many...
For strategic reporting on a given Account Manager’s progress in building relationships in their Accounts, I need to be able to group on the number of contacts each account manager has...
View Rollup Results in Salesforce Mobile
Salesforce does not have a way of notifying anyone when the number of cases in the current month reaches a predefined limit for an account.
Creating top partner reports or rollup fields for how many times someone or an organization has referred business to you is not straightforward in Salesforce.
Tracking renewals for annual sales deals can be tricky.
One of our most popular questions we see is: Can Rollup Helper calculate a count of records and display the count on the parent object? The answer is yes, and it is easy!
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...
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