Rollup Helper Use Case Library

USE CASE: Most Recent Task Date Activity for Salesforce Contacts

Auto-deploy Most Recent Task Date rollup

Problem

How do you calculate the latest Activity Date of all children Tasks for each Contact record?

Contact, Activity Monitoring, MAX, Task, Dates, Pre-Built rollup

Most Recent Opportunity Close Date

Auto-deploy Most Recent Opp Close Date rollup

Problem

How do you calculate the most recent close date of a closed child Opportunity for each parent Account record?

Account, MAX, Opportunity, Dates, Pre-Built rollup

Most Recent Email Date

Problem

How do you calculate the latest Task Activity Date with type "Email" for each Contact record?

Contact, Task, Email, Dates, Pre-Built rollup

Most Recent Campaign Date

Problem

How do you calculate the latest Created Date of all Campaigns for each Contact record?

Contact, Campaign, Dates, Pre-Built rollup

First Opportunity Close Date

Problem

How do you calculate the first close date for a child Opportunity for each parent Account record?

Account, Opportunity, Dates, Pre-Built rollup

First Campaign Date

Problem

How do you calculate the earliest created date of a child Campaign for each parent Contact record?

Contact, Campaign, Dates, Pre-Built rollup

First Task Date

Problem

How do you calculate the first activity date on a child Task record for each parent Contact record?

Contact, Activity Monitoring, Task, Dates, Pre-Built rollup

Most Recent Contract End Date on Account

Problem

You need an easy method for reporting and planning around renewals without running a multi-object report.

Account, Contract, MAX, Dates

Create Sales Rep Opportunity Field With Nearest Open Task

Problem

Instead of having your users constantly referring to reports to gather information such as the next due task under an opportunity, rollup that information to a field directly on the...

Sales Productivity, TEXT, Lookup Rollups, Opportunity, Rollup Helper, Sorted Rollups, Task, Dates

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