Rollup Helper Use Case Library

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All Rollup Helper Use Case Library

Largest Won Opportunity Amount

Auto-deploy Largest Won Opportunity Amount rollup

Problem

How do you calculate the largest amount of a child Closed Won Opportunity for each parent Account record?

Account, Opportunity, revenue metrics, Pre-Built rollup

Campaign Revenue

Auto-deploy Campaign Revenue rollup

Problem

How do you calculate the sum of the amounts of all closed Opportunities for each Campaign record?

Campaign, Opportunity, revenue metrics, Pre-Built rollup

Rollup Helper Use Case Library