Rollup Helper Use Case Library

Problem: To increase sales productivity, I want to see the last task's subject on contact records as well as a hyperlink so it can be used in contact list views and reports. 

Contact, Sales Productivity, Activity Monitoring, Contact Management, Rollup Helper, Task

Rollup Helper was recommended by Top Step Consulting in their webinar on FinancialForce 3rd Party Integration Add-ons (4:37).  Some of the ideas that were presented:

FinancialForce, Custom Object, Project Management, Rollup Helper

Problem: As a Sales Manager, I need to know how many outbound call attempts it takes to achieve a discussion.  

Additionally, so that my reps are more productive, I need a filtered list view of the...

Contact, Rollup Helper, Task

Problem: As an operations manager, I want to be able to easily see the date of the most recent task with a specific subject (Order Sent) that has been completed on a Case.

Case, Rollup Helper, Task

Problem: As an Account Manager, I need to see the amount of the largest quote on an Account so that I can prioritize follow ups.

Account, MAX, Quote, Rollup Helper

Problem: Instead of having your users constantly referring to reports to gather information such as the next due task under an opportunity, you'd like to rollup that information to a field directly...

Sales Productivity, TEXT, Lookup Rollups, Opportunity, Rollup Helper, Sorted Rollups, Task, Dates

Problem: How do you determine the number of campaigns that influence a Lead? 

COUNT, Campaign, Lead, Lead Management, Rollup Helper, Marketing

Problem: Users wants to see the last activity Date and Time from associated Cases on the Account.

Solution: Create a rollup which rolls up the Last Modified Date.

The first step is to create a new...

Account, Account Management, Case, Case Management, MAX, Rollup Helper

Problem: Need to see how many cases are in each status with an Account.

Support wants to see how many cases are in each status with an Account to see how well they are being provided service. Sales...

Account, Case, COUNT, Case Management, Rollup Helper

Problem: Salesforce doesn't have a way of notifying anyone when the number of cases in the current month reaches a predefined limit for an account. 

Account, Case, COUNT, Rollup Helper, Scheduled Rollups, Flow