Rollup Helper Use Case Library

Problem

You need to consolidate data from a grandchild record onto a grandparent record, but don't want to show this information on the parent. For example, counting the number of Products...

Account, COUNT, Opportunity Products, Opportunity

Opportunity Line Item Schedule Rollups

Problem

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...

Account, Opportunity Products, Non Real-time Rollups, Opp. Line Item Schedule, Opportunity

Using Lookup Helper and Rollup Helper to create a complete rollup solution

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...

Account, Asset, Case, COUNT, Opportunity Products, Custom Object, Admin Apps, Limit Rollups, Lookup Rollups, MAX, Opportunity, Scheduled Rollups

Products Purchased

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.

Account, Opportunity Products, TEXT, Opportunity

Calculating Margin on an Opportunity

Problem

There is no out-of-the-box way or field in Salesforce that calculates margin on a sales deal.

Opportunity Products, Opportunity, SUM

Filtered by opportunity-products

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