Rollup Helper Use Case Library

11/13/2024

Optimize Sales Rep Reporting and Leaderboards in Salesforce

USE CASE: Calculate the Number of Cases on a Salesforce Contact Record

Problem

How do you calculate the amount of Cases for each Contact record?

Case, Contact, COUNT, Pre-Built rollup

Total Closed Won Opportunity Sum

Problem

How do you calculate the sum of Closed Won Opportunities for each Account record?

Account, Opportunity, SUM, Pre-Built rollup

Total Closed Lost Opportunity Sum

Problem

How do you calculate the sum of Closed Lost Opportunities for each Account record?

Account, Opportunity, SUM, Pre-Built rollup

USE CASE: Calculate Total Value in Opportunities Pipeline by Account

Auto-deploy Total Amount in Pipeline rollup

Problem

How do you calculate the sum of non-closed Opportunities for each Account record?

Account, Opportunity, SUM, Pre-Built rollup

Number of Won Opportunities in a Campaign

Auto-deploy Number of Won Opps in Campaign rollup

Problem

How do you calculate the number of won Opportunities for each Campaign record?

COUNT, Campaign, Opportunity, Pre-Built rollup

Number of Won Opportunities on an Account

Auto-deploy Number of Won Opportunities rollup

Problem

How do you calculate the number of won Opportunities for each Account record?

Account, COUNT, Opportunity, Pre-Built rollup

Number of Open Cases on an Account

Problem

How do you calculate the amount of open Cases for each Account record?

Account, Case, COUNT, Pre-Built rollup

USE CASE: Calculating the Number of Lost Opportunities for Accounts

Auto-deploy Number of Lost Opportunities rollup

Problem

How do you calculate the amount of lost Opportunities on each Account record?

Account, COUNT, Opportunity, Pre-Built rollup

USE CASE: Calculating the Number of Calls for a Contact in Salesforce

Problem

How do you calculate the amount of "Calls" Task types for each Contact record?

Contact, COUNT, Activity Monitoring, Task, Pre-Built rollup

USE CASE: Most Recent Task Date Activity for Salesforce Contacts

Auto-deploy Most Recent Task Date rollup

Problem

How do you calculate the latest Activity Date of all children Tasks for each Contact record?

Contact, Activity Monitoring, MAX, Task, Dates, Pre-Built rollup

Filtered by pre-built-rollup

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