Problem:

There are situations where actionable data is required within Salesforce to drive workflows, increase user productivity or to aid in reporting. The solution is sometimes that a roll-up summary field is needed, but that is not always possible. Some scenarios where roll-up summary fields can...

A step by step walkthrough of combining Rollup Helper and Lookup Helper for Year over Year or Monthly Reporting.

Problem:

For a Sales Manager, visibility into monthly commissions by Sales Rep is critical.

Rollup Helper was recently recommended by Top Step Consulting in their webinar on FinancialForce 3rd Party Integration Add-ons (4:37).  Some of the ideas that were presented:

I'm really excited to share this use case with you. It is 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 the Helper Suite of apps. At a high-level, the rollup solution is to connect asset, case,...

Business Problem:

As an Account Manager or Sales Rep. I need to see the most recent activity on an Account before contacting the client.

Referral Tracking

July 14, 2014

Business Problem:  

Creating Top 10 partner reports or rollup fields for how many times someone or an organization has referred business to you is not straightforward in Salesforce. 

A great way to use Rollup Helper is to combine the target fields that Rollup Helper calculates with workflow rules. For example, when projects go over budget or are delayed, you will want to have access to this information at the project level to use in a workflow rule.

Problem:

Problem:

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