--- title: Rollup Helper Use Case Library | Passage Technology | Custom Object description: Custom Object | Case studies, how-tos for free Salesforce admin app Rollup Helper from trusted partner Passage Technology. Extend rollup functionality --- [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) ## 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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object), [Admin Apps](https://www.passagetechnology.com/rollup-helper-use-cases/tag/admin-apps), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper) ## Problem: I need Monthly reporting to show the amount of open Opportunities this month. This could also be done for Year-over-Year reports.   ## Solution: You can use Rollup Helper and Lookup Helper... [Custom Object](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper), [Lookup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-helper), [reporting](https://www.passagetechnology.com/rollup-helper-use-cases/tag/reporting) ## Problem: For a Sales Manager, visibility into monthly commissions by Sales Rep is critical. [Sales Productivity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sales-productivity), [User](https://www.passagetechnology.com/rollup-helper-use-cases/tag/user), [Custom Object](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object), [Admin Apps](https://www.passagetechnology.com/rollup-helper-use-cases/tag/admin-apps), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper) Rollup Helper was recommended by Top Step Consulting in their webinar on [FinancialForce 3rd Party Integration Add-ons](http://topstepconsulting.com/financialforce-3rd-party-integration-add-ons/?vsmaid=1692) (4:37).  Some of the ideas that were presented: [FinancialForce](https://www.passagetechnology.com/rollup-helper-use-cases/tag/financialforce), [Custom Object](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object), [Project Management](https://www.passagetechnology.com/rollup-helper-use-cases/tag/project-management), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper) We're excited to share this use case with you. It's 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... [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Asset](https://www.passagetechnology.com/rollup-helper-use-cases/tag/asset), [Case](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Opportunity Products](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-products), [Custom Object](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object), [Admin Apps](https://www.passagetechnology.com/rollup-helper-use-cases/tag/admin-apps), [Limit Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/limit-rollups), [Lookup Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-rollups), [MAX](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Scheduled Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/scheduled-rollups) [![](https://www.passagetechnology.com/hubfs/Imported_Blog_Media/img-20.png) ](https://www.passagetechnology.com/rollup-helper-use-cases/rollup-most-recent-updates-on-account-custom-object) ## Problem: I need to see the most recent activity on an Account in Salesforce. As an Account Manager or Sales Rep. I need to see the most recent activity on an Account before contacting the client. [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [TEXT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text), [Custom Object](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object), [Sorted Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sorted-rollups), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/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](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) [![Expected finish date](https://www.passagetechnology.com/hubfs/finishDateRollup-png.png) ](https://www.passagetechnology.com/rollup-helper-use-cases/using-rollup-helper-for-your-workflow) A great way to use Rollup Helper is to combine the target fields that Rollup Helper calculates with Flow. For example, when projects go over budget or are delayed, you'll want to have access to this... [Custom Object](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object), [MAX](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max), [Flow](https://www.passagetechnology.com/rollup-helper-use-cases/tag/flow) ## **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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object), [SUM](https://www.passagetechnology.com/rollup-helper-use-cases/tag/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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object), [SUM](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sum) | | [Rollup Helper Use Case Library](https://www.passagetechnology.com/rollup-helper-use-cases) | [ Next ** ](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object/page/2) | | --- | --- | --- | © 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://www.linkedin.com/company/passage-technology) - [** ](https://www.youtube.com/channel/UCK2tzaCWVC7PmFCXrLirnZw)