March 11, 2019
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.
As an ever-expanding company involved in multiple industries, rolling up data...
|View post||Tags: Account, Opportunity, Rollup Helper, Targeted Rollup|
January 16, 2019
A sum of previous year to date Opportunity amounts is needed on Account so that a year over year comparison can be made.
|View post||Tags: Account, Opportunity, Rollup Helper|
November 6, 2018
|View post||Tags: Opportunity, Rollup Helper, Project|
February 5, 2018
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...
|View post||Tags: Custom Object, Helper Suite, Opportunity, Rollup Helper|
June 16, 2016
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,...
|View post||Tags: Account, Opportunity Products, Non Real-time Rollups, Opp. Line Item Schedule, Opportunity|
June 3, 2016
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,...
|View post||Tags: Account, Asset, Case, COUNT, Opportunity Products, Custom Object, Helper Suite, Limit Rollups, Lookup Rollups, MAX, Opportunity, Scheduled Rollups|
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|
December 7, 2015
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...
|View post||Tags: Account, Account Based Marketing, TEXT, Opportunity|
June 29, 2015
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.
|View post||Tags: COUNT, Opportunity, Task|