Rollup Helper Use Case Library

This is a two-part rollup. The first part captures the number of activities on an opportunity. The second part makes use of Flow to capture the number of activities completed before a deal was...

COUNT, Opportunity, Task, Flow

Problem

Salesforce does not have a way of notifying anyone when the number of cases in the current month reaches a predefined limit for an account. 

Account, Case, COUNT, Rollup Helper, Scheduled Rollups, Flow

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 will want to have access to...

Custom Object, MAX, Flow