---
title: Rollup Helper Use Case Library | Passage Technology | COUNT (3)
description: COUNT | 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)

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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task), [Flow](https://www.passagetechnology.com/rollup-helper-use-cases/tag/flow)

## **Problem: **Find out how many times we had an in-person meetings with a contact or lead.

[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), [Scheduled Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/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](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: **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)

## Problem: Need to view rollup results in Salesforce Mobile.

[COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Case](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper), [Scheduled Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/scheduled-rollups), [Flow](https://www.passagetechnology.com/rollup-helper-use-cases/tag/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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Custom Object](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object), [Lead](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lead), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity)

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

[COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity)

[!["Open" filter criteria](https://www.passagetechnology.com/hubfs/Open%20filter%20criteria.png) ](https://www.passagetechnology.com/rollup-helper-use-cases/count-case-records)

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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/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](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)

| [** Previous ](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count/page/2) | [Rollup Helper Use Case Library](https://www.passagetechnology.com/rollup-helper-use-cases) | [ Next ** ](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count/page/4) |
| --- | --- | --- |

© 2026 Passage Technology LLC All Rights Reserved. [Privacy Policy](https://www.passagetechnology.com/privacy-policy) | [Purchasing & Legal](https://www.passagetechnology.com/purchasing-and-legal) | [Terms of Service](https://www.passagetechnology.com/terms-of-service) | [App Security](https://passagetech.my.site.com/KnowledgeBase/s/article/Security-and-Privacy-Policy-1578080055496)

- [** ](https://www.facebook.com/passagetech)
- <https://x.com/passagetech>
- [** ](https://www.linkedin.com/company/passage-technology)
- [** ](https://www.youtube.com/channel/UCK2tzaCWVC7PmFCXrLirnZw)