Rollup Helper Use Case Library

Number of Cases on a Contact

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

Total Closed Won Opportunity Sum

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

Total Closed Lost Opportunity Sum

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

Total Amount in Pipeline

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

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

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

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

Number of Lost Opportunities

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

Number of Calls for a Contact

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

Most Recent Task Date

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

Filtered by pre-built-rollup