Rollup Helper Use Case Library

Problem

Due to the growth and expansion of their company, our client was seeing a high-volume of rollup settings in Declarative Lookup Rollup Summaries (DLRS) and needed an efficient way to convert...

Rollup Helper, DLRS, Rollup Filters, DLRS Converter

Rollup Helper has added parent filter functionality! You can now choose which records your manual and scheduled rollup runs will process for. This targeted rollup functionality is applicable in...

Account, Opportunity, Rollup Helper, Targeted Rollup

Problem

A sum of previous year to date Opportunity amounts is needed on Account so that a year over year comparison can be made.

Account, Opportunity, Rollup Helper

Problem

There are many scenarios in Salesforce where formula fields are required. Having to create Roll-up Summary fields without the ability to also use formula fields in your criteria presents a...

Opportunity, Rollup Helper, Project

Problem

There are situations where actionable data is required within Salesforce to drive workflows, increase user productivity or to aid in reporting. The solution is sometimes that a roll-up...

Custom Object, Admin Apps, Opportunity, Rollup Helper

Problem

I need Monthly reporting to show the amount of Opportunities are open this month. This could also be done for Year-over-Year reports.  

Solution

You can use Rollup Helper and Lookup Helper...

Custom Object, Opportunity, Rollup Helper, Lookup Helper, reporting

Problem

To improve customer retention, it is important to categorize customers based on the amount of time since their most recent order. You can use that information to automate processes to reach...

Contact, Order, Rollup Helper

Problem

Approaching a new Lead with a call or email introducing them to a product or service that they have already been engaged with via someone else at their company does not leave a good...

Account, Account Based Marketing, Admin Apps, Lead, Rollup Helper

Problem

For a Sales Manager, visibility into monthly commissions by Sales Rep is critical.

Sales Productivity, User, Custom Object, Admin Apps, Rollup Helper

Problem

An easy way to view agent case load utilization % is needed so that business decisions can be made on case reassignment or additional resources needed.

Case, User, Rollup Helper