--- title: Rollup Helper Use Case Library | Passage Technology | Pre-Built rollup description: Pre-Built rollup | Case studies, how-tos for free Salesforce admin app Rollup Helper from trusted partner Passage Technology. Extend rollup functionality --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) [ All Rollup Helper Use Case Library ](https://www.passagetechnology.com/rollup-helper-use-cases) ### Subscribe ### Tags - [Account (43)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account) - [Opportunity (37)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity) - [COUNT (33)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count) - [Contact (30)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact) - [Pre-Built rollup (25)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) - [Task (23)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) - [Rollup Helper (21)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper) - [MAX (16)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max) - [TEXT (15)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text) - [Custom Object (13)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object) - [Case (12)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case) - [SUM (12)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sum) - [Campaign (11)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaign) - [Dates (9)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dates) - [Lead (8)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lead) - [MIN (8)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/min) - [Event (7)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/event) - [Sorted Rollups (6)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sorted-rollups) - [User (6)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/user) - [Activity Monitoring (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/activity-monitoring) - [CampaignMember (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaignmember) - [Lookup Rollups (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-rollups) - [Opportunity Products (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-products) - [Scheduled Rollups (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/scheduled-rollups) - [Admin Apps (4)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/admin-apps) - [Email (4)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/email) - [Sales Productivity (4)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sales-productivity) - [Account Based Marketing (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account-based-marketing) - [Flow (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/flow) - [Limit Rollups (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/limit-rollups) - [Lookup Helper (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-helper) - [Quote (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/quote) - [Account Management (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account-management) - [Asset (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/asset) - [Case Management (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case-management) - [Contract (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contract) - [Marketing (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/marketing) - [Opportunity Contact Role (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-contact-role) - [Validation Rollups (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/validation-rollups) - [reporting (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/reporting) - [revenue metrics (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/revenue-metrics) - [Average (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/average) - [Cloud: Marketing Cloud (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/cloud-marketing-cloud) - [Contact Management (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact-management) - [DLRS (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dlrs) - [DLRS Converter (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dlrs-converter) - [Embedded Analytics (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/embedded-analytics) - [Featured (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/featured) - [FinancialForce (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/financialforce) - [Hierarchy (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/hierarchy) - [Hierarchy rollups (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/hierarchy-rollups) - [Industry: Nonprofit (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/industry-nonprofit) - [Lead Management (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lead-management) - [Live Chat Transcript (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/live-chat-transcript) - [Net Promoter Score (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/net-promoter-score) - [Non Real-time Rollups (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/non-real-time-rollups) - [Notes & Attachments (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/notes-attachments) - [Opp. Line Item Schedule (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opp-line-item-schedule) - [Opportunity Pipeline (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-pipeline) - [Opportunity Product (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-product) - [Order (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/order) - [Pricebook Entry (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pricebook-entry) - [Project (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/project) - [Project Management (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/project-management) - [Rollup Filters (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-filters) - [Targeted Rollup (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/targeted-rollup) - [duplicate records (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/duplicate-records) [![Auto-deploy Number of Cases rollup](https://www.passagetechnology.com/hubfs/Number%20of%20Cases.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-cases-on-a-contact) ## Problem: How do you calculate the amount of Cases for each Contact record? [Case](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case), [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [![Auto-deploy Total Closed Won Opportunity Sum rollup](https://www.passagetechnology.com/hubfs/Total%20Closed%20Won%20Opportunity%20Sum.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/total-closed-won-opportunity-sum) ## Problem: How do you calculate the sum of Closed Won Opportunities for each Account record? [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [SUM](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sum), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [![Auto-deploy Total Closed Lost Opportunity Sum rollup](https://www.passagetechnology.com/hubfs/Total%20Amount%20in%20Pipeline.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/total-closed-lost-opportunity-sum) ## Problem: How do you calculate the sum of Closed Lost Opportunities for each Account record? [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [SUM](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sum), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [![Auto-deploy Total Amount in Pipeline rollup](https://www.passagetechnology.com/hubfs/Total%20Amount%20in%20Pipeline.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/total-amount-in-pipeline) ## Problem: How do you calculate the sum of non-closed Opportunities for each Account record? [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [SUM](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sum), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [![Auto-deploy Number of Won Opps in Campaign rollup](https://www.passagetechnology.com/hubfs/Number%20of%20Won%20Opps%20in%20Campaign.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-won-opportunities-in-a-campaign) ## Problem: How do you calculate the number of won Opportunities for each Campaign record? [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Campaign](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaign), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [![Auto-deploy Number of Won Opportunities rollup](https://www.passagetechnology.com/hubfs/Number%20of%20Won%20Opportunities.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-won-opportunities) ## Problem: How do you calculate the number of won Opportunities for each Account record? [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [![Auto-deploy Number of Open Cases rollup](https://www.passagetechnology.com/hubfs/Number%20of%20Open%20Cases.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-open-cases-on-an-account) ## Problem: How do you calculate the amount of open Cases for each Account record? [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Case](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [![Auto-deploy Number of Lost Opportunities rollup](https://www.passagetechnology.com/hubfs/Number%20of%20Lost%20Opportunities.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-lost-opportunities) ## Problem: How do you calculate the amount of lost Opportunities on each Account record? [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [![Auto-deploy Number of Calls rollup](https://www.passagetechnology.com/hubfs/Number%20of%20Calls.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-calls-for-a-contact) ## Problem: How do you calculate the amount of "Calls" Task types for each Contact record? [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Activity Monitoring](https://www.passagetechnology.com/rollup-helper-use-cases/tag/activity-monitoring), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [![Auto-deploy Most Recent Task Date rollup](https://www.passagetechnology.com/hubfs/Most%20Recent%20Task%20Date.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/most-recent-task-date) ## Problem: How do you calculate the latest Activity Date of all children Tasks for each Contact record? [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [Activity Monitoring](https://www.passagetechnology.com/rollup-helper-use-cases/tag/activity-monitoring), [MAX](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task), [Dates](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dates), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) | | [Rollup Helper Use Case Library](https://www.passagetechnology.com/rollup-helper-use-cases) | [ Next ** ](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup/page/2) | | --- | --- | --- | © 2026 Passage Technology LLC All Rights Reserved. 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