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,...

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...

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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...

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...

Business Problem:

Business Problem: 

 As an Sales Representative, I want to see the last time a Contact responded to a Campaign.  

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.

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...

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...

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

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