Rollup Helper Use Case Library

Capture Key Activity Metrics with Rollup Helper and Cirrus Insight

When the great team at Cirrus Path asked us to contribute our experience using Cirrus Insight and what it did for Passage Technology, we were giddy with excitement, because as users of both Cirrus...

COUNT, Event, MAX, MIN, Task

Contract Management

Problem: Salesforce doesn't offer standard or customizable business rules on what contacts you need to have defined when a contract is put into place.

For example, it is possible to create a...

Contact, COUNT, Contract

Count Contact Records with a Filter Applied

Problem: You need to display a count of the total records that meet some condition on the parent, and Rollup Summary Fields are NOT an option.

For example, you may get asked, "How many VP Contacts...

Account, Contact, COUNT

Filtered by count

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Problem: Salesforce doesn't offer standard or customizable business rules on what contacts you need to have defined when a contract is put into place.