Rollup Helper Use Case Library

I'm really excited to share this use case with you. It is by far the most comprehensive solution we have ever recorded on YouTube, and this post will help to orient you to the entire solution as well...

Account, Asset, Case, COUNT, Opportunity Products, Custom Object, Helper Suite, Limit Rollups, Lookup Rollups, MAX, Opportunity, Scheduled Rollups

Problem

Contact, COUNT, Event, Lead, Scheduled Rollups

Problem

To measure a user’s productivity, I need to be able to report on the total number of Live Chat Transcripts and the total number of Cases worked in a week.  There is not a way to link the...

Case, User, Live Chat Transcript, Scheduled Rollups, SUM

Problem

Salesforce does not 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, Workflow

Problem

You need to segment your customers based on how recently you have closed won business with an existing customer. For example, a report showing those customers that you have not had a recent...

Account, MIN, Opportunity, Scheduled Rollups