Rollup Helper Use Case Library

Problem

Approaching a new Lead with a call or email introducing them to a product or service that they have already been engaged with via someone else at their company does not leave a good...

Account, Account Based Marketing, Helper Suite, Lead, Rollup Helper

Problem

Marketing wants to find out if their campaigns are successful in lead generation. How do you determine the number of campaigns that influence a Lead? Also, how engaged is a Lead?

COUNT, Campaign, Lead, Lead Management, Rollup Helper, Marketing

Problem

Contact, COUNT, Event, Lead, Scheduled Rollups

Problem

Need to know when we last had an in-person meeting with a contact or lead. Salesforce allows you to track this information as a task or event on the contact or lead record, but to trigger...

Contact, Event, Lead, MAX, 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, COUNT, Custom Object, Lead, Opportunity

One of the most popular use cases we have seen with Rollup Helper is the ability to capture key activity metrics on the lead, contact, or account pages. If activity monitoring is an important gap to...

Contact, COUNT, Event, Lead, MAX, MIN, Task

Problem

Lead, MIN, Task

Problem

Salesforce has a Last Activity field available, but it is not usually configurable to most customers needs.

Contact, Event, Lead, MAX, MIN, Task