--- title: Rollup Helper Use Case Library | Passage Technology | MIN description: MIN | Case studies, how-tos for free Salesforce admin app Rollup Helper from trusted partner Passage Technology. Extend rollup functionality --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) [ All Rollup Helper Use Case Library ](https://www.passagetechnology.com/rollup-helper-use-cases) ### Subscribe ### Tags - [Account (43)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account) - [Opportunity (37)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity) - [COUNT (33)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count) - [Contact (30)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact) - [Pre-Built rollup (25)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) - [Task (23)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) - [Rollup Helper (21)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper) - [MAX (16)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max) - [TEXT (15)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text) - [Custom Object (13)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object) - [Case (12)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case) - [SUM (12)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sum) - [Campaign (11)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaign) - [Dates (9)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dates) - [Lead (8)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lead) - [MIN (8)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/min) - [Event (7)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/event) - [Sorted Rollups (6)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sorted-rollups) - [User (6)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/user) - [Activity Monitoring (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/activity-monitoring) - [CampaignMember (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaignmember) - [Lookup Rollups (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-rollups) - [Opportunity Products (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-products) - [Scheduled Rollups (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/scheduled-rollups) - [Admin Apps (4)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/admin-apps) - [Email (4)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/email) - [Sales Productivity (4)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sales-productivity) - [Account Based Marketing (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account-based-marketing) - [Flow (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/flow) - [Limit Rollups (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/limit-rollups) - [Lookup Helper (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-helper) - [Quote (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/quote) - [Account Management (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account-management) - [Asset (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/asset) - [Case Management (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case-management) - [Contract (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contract) - [Marketing (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/marketing) - [Opportunity Contact Role (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-contact-role) - [Validation Rollups (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/validation-rollups) - [reporting (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/reporting) - [revenue metrics (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/revenue-metrics) - [Average (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/average) - [Cloud: Marketing Cloud (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/cloud-marketing-cloud) - [Contact Management (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact-management) - [DLRS (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dlrs) - [DLRS Converter (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dlrs-converter) - [Embedded Analytics (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/embedded-analytics) - [Featured (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/featured) - [FinancialForce (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/financialforce) - [Hierarchy (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/hierarchy) - [Hierarchy rollups (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/hierarchy-rollups) - [Industry: Nonprofit (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/industry-nonprofit) - [Lead Management (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lead-management) - [Live Chat Transcript (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/live-chat-transcript) - [Net Promoter Score (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/net-promoter-score) - [Non Real-time Rollups (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/non-real-time-rollups) - [Notes & Attachments (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/notes-attachments) - [Opp. Line Item Schedule (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opp-line-item-schedule) - [Opportunity Pipeline (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-pipeline) - [Opportunity Product (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-product) - [Order (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/order) - [Pricebook Entry (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pricebook-entry) - [Project (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/project) - [Project Management (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/project-management) - [Rollup Filters (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-filters) - [Targeted Rollup (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/targeted-rollup) - [duplicate records (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/duplicate-records) ## **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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max), [MIN](https://www.passagetechnology.com/rollup-helper-use-cases/tag/min), [Pricebook Entry](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pricebook-entry) ## Problem: Can't see the first response date for a campaign displayed on a contact record in Salesforce. As an Sales Representative, I want to see the first response date to a given campaign displayed... [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [Campaign](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaign), [CampaignMember](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaignmember), [MIN](https://www.passagetechnology.com/rollup-helper-use-cases/tag/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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Event](https://www.passagetechnology.com/rollup-helper-use-cases/tag/event), [Lead](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lead), [MAX](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max), [MIN](https://www.passagetechnology.com/rollup-helper-use-cases/tag/min), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Event](https://www.passagetechnology.com/rollup-helper-use-cases/tag/event), [MAX](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max), [MIN](https://www.passagetechnology.com/rollup-helper-use-cases/tag/min), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) ## Problem: Need to segment for customers based on how recently you have closed won business with an existing customer. [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [MIN](https://www.passagetechnology.com/rollup-helper-use-cases/tag/min), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Scheduled Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/scheduled-rollups) ## Problem: You need to track the speed that your staff follows up on leads, but there isn't a field for this in Salesforce. [Lead](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lead), [MIN](https://www.passagetechnology.com/rollup-helper-use-cases/tag/min), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) [![Rollup Helper Use Case Library](https://www.passagetechnology.com/hubfs/2021/RH-library.png) ](https://www.passagetechnology.com/rollup-helper-use-cases/last-activity-task-event-date) ## Problem: Salesforce has a Last Activity field available, but it is not usually configurable to most customers needs. [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [Event](https://www.passagetechnology.com/rollup-helper-use-cases/tag/event), [Lead](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lead), [MAX](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max), [MIN](https://www.passagetechnology.com/rollup-helper-use-cases/tag/min), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) ## Problem: Dates on projects or project phases/iterations for when things are due to be started or finished are tracked manually. [Custom Object](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object), [MAX](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max), [MIN](https://www.passagetechnology.com/rollup-helper-use-cases/tag/min) | | [Rollup Helper Use Case Library](https://www.passagetechnology.com/rollup-helper-use-cases) | | | --- | --- | --- | © 2026 Passage Technology LLC All Rights Reserved. [Privacy Policy](https://www.passagetechnology.com/privacy-policy) | [Purchasing & Legal](https://www.passagetechnology.com/purchasing-and-legal) | [Terms of Service](https://www.passagetechnology.com/terms-of-service) | [App Security](https://passagetech.my.site.com/KnowledgeBase/s/article/Security-and-Privacy-Policy-1578080055496) - [** ](https://www.facebook.com/passagetech) - - [** ](https://www.linkedin.com/company/passage-technology) - [** ](https://www.youtube.com/channel/UCK2tzaCWVC7PmFCXrLirnZw)