Rollup Helper Use Case Library

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...

Custom Object, Admin Apps, Opportunity, Rollup Helper

Problem

I need Monthly reporting to show the amount of Opportunities are open this month. This could also be done for Year-over-Year reports.  

Solution

You can use Rollup Helper and Lookup Helper...

Custom Object, Opportunity, Rollup Helper, Lookup Helper, reporting

Problem

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

Sales Productivity, User, Custom Object, Admin Apps, Rollup Helper

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

FinancialForce, Custom Object, Project Management, Rollup Helper

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...

Account, Asset, Case, COUNT, Opportunity Products, Custom Object, Admin Apps, Limit Rollups, Lookup Rollups, MAX, Opportunity, Scheduled Rollups

Problem

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

Account, TEXT, Custom Object, Sorted Rollups, Task

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

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...

Custom Object, MAX, Workflow

Problem

We needed a way to see how many hours had been tracked to a project by different Resource Groups. This is easy to do with reports, but we needed fields to be populated so we could run...

Custom Object, SUM

Problem

We needed a field to show total hours tracked to Sick time and Vacation time Projects for a Resource. This is easy to do with reports, but we needed fields to be populated so we could use...

Custom Object, SUM