Rollup Helper Use Case Library

This is a two-part rollup. The first part captures the number of activities on an opportunity. The second part makes use of Flow to capture the number of activities completed before a deal was...

COUNT, Opportunity, Task, Flow

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 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, COUNT, Campaign, CampaignMember

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, Contact, COUNT, User

Problem: Need to view rollup results in Salesforce Mobile.

COUNT

Problem: Salesforce doesn't have a way of notifying anyone when the number of cases in the current month reaches a predefined limit for an account. 

Account, Case, COUNT, Rollup Helper, Scheduled Rollups, Flow

Problem: 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. 

Account, COUNT, Custom Object, Lead, Opportunity

Problem: Tracking renewals for annual sales deals can be tricky. 

COUNT, Opportunity

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's easy!

Case, COUNT

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, COUNT, Event, Lead, MAX, MIN, Task