Rollup Helper Use Case Library

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

As an Sales Representative, I want to see the first response date to a given campaign displayed on a contact record in order to determine how quickly a prospect responds.

Contact, Campaign, CampaignMember, MIN

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

You need to segment your customers based on how recently you have closed won business with an existing customer. For example, a report showing those customers that you have not had a recent...

Account, MIN, Opportunity, Scheduled Rollups

Problem

Lead, 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