Rollup Helper Use Case Library

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...

Custom Object, Admin Apps, Opportunity, Rollup Helper

Problem: I need Monthly reporting to show the amount of Opportunities are open this month. This could also be done for Year-over-Year reports.  

Solution: You can use Rollup Helper and Lookup Helper...

Custom Object, Opportunity, Rollup Helper, Lookup Helper, reporting

Problem: Capturing how much revenue will fall into each calendar year, at both the Opportunity level and the Account level.

We put in product dates for our Opportunity Line Items and also use...

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

We're excited to share this use case with you. It's 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...

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

Problem: Instead of having your users constantly referring to reports to gather information such as the next due task under an opportunity, you'd like to rollup that information to a field directly...

Sales Productivity, TEXT, Lookup Rollups, Opportunity, Rollup Helper, Sorted Rollups, Task, Dates

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...

Account, Account Based Marketing, TEXT, Opportunity, Opportunity Product

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.

COUNT, Opportunity, Task

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

This is a two-part rollup. The first part captures the number of activities on an opportunity. The second part makes use of Flow to capture the number of activities completed before a deal was...

COUNT, Opportunity, Task, Flow

Problem: Your org has a complex quoting or opportunity/project accounting business processes and the Opportunity Amount field is updated manually. 

Opportunity, Quote, SUM