Rollup Helper Use Case Library

Optimize Sales Rep Reporting and Leaderboards in Salesforce

Problem: As a Sales Manager, one convenient place is needed to provide visibility into all aspects of a Sales Rep's performance.

Also, having a Sales leader board would further motivate Sales Reps...

Sales Productivity, Lookup Helper, reporting

Sales Rep Reporting Month Part 2: Sales Rep Commission

Problem

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

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

Last Task Completed Subject on Contact with Hyperlink

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

Create Sales Rep Opportunity Field With Nearest Open Task

Problem

Instead of having your users constantly referring to reports to gather information such as the next due task under an opportunity, rollup that information to a field directly on the...

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

Filtered by sales-productivity

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Problem: As a Sales Manager, one convenient place is needed to provide visibility into all aspects of a Sales Rep's performance.

Problem

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Problem