Rollup Helper Use Case Library

Problem — You want to roll up activities from your marketing automation to other Salesforce objects

Campaign, Email, Marketing, Cloud: Marketing Cloud

Problem

How do you calculate the amount of "Email" Tasks for each Contact record?

Account, Contact, COUNT, Task, Email, Pre-Built rollup

Problem

How do you calculate the amount of Contacts without an email address assigned for each Account record?

Account, Contact, Email, Pre-Built rollup

Problem

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

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