Rollup Helper Use Case Library

Rollup Helper has added parent filter functionality! You can now choose which records your manual and scheduled rollup runs will process for. This targeted rollup functionality is applicable in endless scenarios.

Problem:

As an ever-expanding company involved in multiple industries, rolling up data...

Problem:

There are situations where actionable data is required within Salesforce to drive workflows, increase user productivity or to aid in reporting. The solution is sometimes that a roll-up summary field is needed, but that is not always possible. Some scenarios where roll-up summary fields can...

Background: We put in product dates for our Opportunity Line Items and also use Scheduling for quantity and revenue (typically repeating monthly revenue). Our opportunity records capture products for an annual cycle but it is typically not a calendar year.  So for the line items on the opportunity,...

I'm really excited to share this use case with you. It is 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 the Helper Suite of apps. At a high-level, the rollup solution is to connect asset, case,...

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...

Problem:

As a sales representative or manager, you need to know which products have or have not been purchased for each of your Accounts, so that you can have the most effective conversation and updated account plan available.  By aggregating product information into your Account page, you now have...

Business Problem:

As a Sales Manger, I need to be able to identify the number of calls or emails on an Opportunity for better sales analytics and planning.

Business Problem:

As an Account Manager in order to identify white space on Accounts, I would like to see a list of Opportunity Products purchased on each Account.