Rollup Helper Use Case Library

Problem: How do you calculate the latest Activity Date of all children Tasks for each Contact record?

Contact, Activity Monitoring, MAX, Task, Dates, Pre-Built rollup

Problem: How do you calculate the most recent close date of a closed child Opportunity for each parent Account record?

Account, MAX, Opportunity, Dates, Pre-Built rollup

Problem: You need an easy method for reporting and planning around renewals without running a multi-object report.

Account, Contract, MAX, Dates

Problem: You send out Net Promoter Score (NPS) surveys to your customers. Responses are recorded on the Contact, but you want to get a high level view of how many Promoters and Detractors are...

Account, Account Based Marketing, Contact, COUNT, MAX, Net Promoter Score

Problem: As an Account Manager, I need to see the amount of the largest quote on an Account so that I can prioritize follow ups.

Account, MAX, Quote, Rollup Helper

We're excited to share this use case with you. It's 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...

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

Problem: Users wants to see the last activity Date and Time from associated Cases on the Account.

Solution: Create a rollup which rolls up the Last Modified Date.

The first step is to create a new...

Account, Account Management, Case, Case Management, MAX, Rollup Helper

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

Problem: The scenario is that users want to review their pricing for each product to make sure their margins are in the correct range. Because Salesforce doesn't expose the Price Book Entry to the...

MAX, MIN, Pricebook Entry

Problem: Need to find the date of the last an in-person meeting with a contact or lead.

We need to know when we last had an in-person meeting with a contact or lead. Salesforce allows you to track...

Contact, Event, Lead, MAX, Task