Rollup Helper Use Case Library

Problem

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

Contact, Campaign, CampaignMember, MAX

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...

Custom Object, MAX, Workflow

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

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...

COUNT, Event, MAX, 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

Problem

Dates on projects or project phases/iterations for when things are due to be started or finished are tracked manually.

Custom Object, MAX, MIN