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...
|View post||Tags: TEXT, MAX, MIN, Opportunity, Sorted Rollups, Task|
February 24, 2016
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...
|View post||Tags: Products, MAX, MIN, Pricebook Entry|
September 2, 2014
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.
|View post||Tags: Contact, Campaign, CampaignMember, MIN|
June 25, 2014
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...
|View post||Tags: 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 Insight and Rollup Helper, we knew that we had two of most amazing products to talk about that will...
|View post||Tags: COUNT, Event, MAX, MIN, Task|
May 8, 2014
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 closed won opportunity within the last 4 years and customers that have had a recently closed won...
|View post||Tags: Account, MIN, Opportunity, Scheduled Rollups|
|View post||Tags: Lead, MIN, Task|
April 30, 2014
Problem: Salesforce has a Last Activity field available, but it is not usually configurable to most customers needs.
|View post||Tags: Contact, Event, Lead, MAX, MIN, Task|