June 3, 2016
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 as to the Helper Suite of apps. At a high-level, the rollup solution is to connect asset, case,...
|View post||Tags: Account, Asset, Case, COUNT, Opportunity Products, Custom Object, Helper Suite, Limit Rollups, Lookup Rollups, MAX, Opportunity, Scheduled Rollups|
A success community member needed to create a simple tabular report showing just one open task per opportunity. This can be achieved by Rollup Helper. Such a solution allows for key details from the open task to be displayed at the opportunity, so that no custom report types need to be created or...
|View post||Tags: TEXT, MAX, MIN, Opportunity, Sorted Rollups, Task|
March 16, 2016
Use Case: 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. For this use case, please follow these...
|View post||Tags: Account, Lookup Rollups, MAX, Quote, Sorted Rollups|
February 24, 2016
Note: This Rollup Helper use case comes direct from a customer! We love it when our customers submit their most significant use cases! If you have a Rollup Helper Use Cases, please submit it to marketing <at> passagetech <dot> com. Submitting a use cases allows everyone to get the most from their...
|View post||Tags: Products, MAX, MIN, Pricebook Entry|
September 17, 2014
|View post||Tags: Contact, Event, Lead, MAX, Task|
September 2, 2014
As an Sales Representative, I want to see the last time a Contact responded to a Campaign.
|View post||Tags: Contact, Campaign, CampaignMember, MAX|
June 25, 2014
A great way to use Rollup Helper is to combine the target fields that Rollup Helper calculates with workflow rules. For example, when projects go over budget or are delayed, you will want to have access to this information at the project level to use in a workflow rule.
|View post||Tags: Custom Object, MAX, Workflow|
June 25, 2014
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 fill in your org, we recommend upgrading to Rollup Helper – Enterprise Edition so your rollups will...
|View post||Tags: Contact, COUNT, Event, Lead, MAX, MIN, Task|
When the great team at Cirrus Path asked us to contribute our experience using Cirrus Insight and what it did for Passage Technology, we were giddy with excitement, because as users of both Cirrus Insight and Rollup Helper, we knew that we had two of most amazing products to talk about that will...
|View post||Tags: COUNT, Event, MAX, MIN, Task|