Rollup Helper Use Case Library

Problem - Opportunities can get clogged up and confusing when multiple contractors are bidding on the same project, such as a new construction site.

The Sales team wants to accurately forecast their...

Lookup Rollups, Opportunity, Lookup Helper, Opportunity Pipeline

Problem

It is often times essential to identify a primary contact or specific "role" within an account. This may be for support or sales reasons. You may want to identify the primary contact's email...

Account, Contact, TEXT, Lookup Rollups, Opportunity Contact Role

I'm really excited to share this use case with you. It is by far the most comprehensive solution we have ever recorded on YouTube, and this post will help to orient you to the entire solution as well...

Account, Asset, Case, COUNT, Opportunity Products, Custom Object, Admin Apps, Limit Rollups, Lookup Rollups, MAX, Opportunity, Scheduled Rollups

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

Problem 

A Salesforce user will want to quickly see what is the largest quote ever provided to an account from the Account page via a lookup field.

Account, Lookup Rollups, MAX, Quote, Sorted Rollups