Rollup Helper Use Case Library

Problem: Your organization needs to make sure Opportunity Contact Roles on a deal have been entered.

Contact, TEXT, Opportunity, Opportunity Contact Role, Rollup Helper, Validation Rollups

Problem: Creating top partner reports or rollup fields for how many times someone or an organization has referred business to you is not straightforward in Salesforce. 

Account, COUNT, Custom Object, Lead, Opportunity

Problem: Tracking renewals for annual sales deals can be tricky. 

COUNT, Opportunity

Problem: Need to segment for customers based on how recently you have closed won business with an existing customer.

Account, MIN, Opportunity, Scheduled Rollups

Problem:  Want to see where a rep needs to pick up on an opportunity and where he/she last left it.

B2B sales reps need to close opportunities in Salesforce, and they need to log sales call notes...

TEXT, Event, Opportunity, Task

Problem: There isn't an out-of-the-box option or field in Salesforce that calculates margin on a sales deal.

Opportunity Products, Opportunity, SUM

Problem: Salesforce does not display the total sales figure you want to calculate and display on the Account page.

Account, Custom Object, Opportunity, SUM