Rollup Helper Use Case Library

Problem: How do you calculate the largest amount of a child Closed Won Opportunity for each parent Account record?

Account, Opportunity, revenue metrics, Pre-Built rollup

Problem: How do you calculate the first close date for a child Opportunity for each parent Account record?

Account, Opportunity, Dates, Pre-Built rollup

Problem: How do you calculate the sum of the amounts of all closed Opportunities for each Campaign record?

Campaign, Opportunity, revenue metrics, Pre-Built rollup

Problem: How do you calculate the average amount of all closed Opportunities for each Account record?

Account, Opportunity, Average, Pre-Built rollup

Problem: You're unable to report on Opportunity, Opportunity Team Member and Products since Products and Opportunity Team Member are concurrent objects rather than hierarchical objects.

So you want...

TEXT, Opportunity

Problem: You want to count the number of duplicate Opportunities on an Account so you can either clean up unneeded Opportunities, or find out what’s happening in the sales process to cause duplicates...

Account, COUNT, Opportunity, duplicate records

Problem: You want to create a list view to show all of the Closed Won Opportunities that do not have a Document attached. That way you can address Opportunities as needed. 

COUNT, Opportunity, Validation Rollups

Problem: As an ever-expanding company involved in multiple industries, rolling up data daily becomes extremely time-consuming and eventually unfeasible. 

Rollup Helper has added parent filter...

Account, Opportunity, Rollup Helper, Targeted Rollup

Problem: A sum of previous year to date Opportunity amounts is needed on Account so that a year over year comparison can be made.

Account, Opportunity, Rollup Helper

Problem: There are many scenarios in Salesforce where formula fields are required. Having to create Roll-up Summary fields without the ability to also use formula fields in your criteria presents a...

Opportunity, Rollup Helper, Project