Rollup Helper Use Case Library

Problem: We need a way to see how many Planned Hours have been allocated to a Master Project's Sub Projects.

We often get retainer engagements for 500 hours, so we create a Master Project with 500...

Custom Object, SUM

Problem: Salesforce does not display the total sales figure you want to calculate and display on the Account page.

Account, Custom Object, Opportunity, SUM

Problem: Dates on projects or project phases/iterations for when things are due to be started or finished are tracked manually.

Custom Object, MAX, MIN