Rollup Helper Use Case Library

Problem

How do you calculate the sum of Closed Won Opportunities for each Account record?

Account, Opportunity, SUM, Pre-Built rollup

Problem

How do you calculate the sum of Closed Lost Opportunities for each Account record?

Account, Opportunity, SUM, Pre-Built rollup

Problem

How do you calculate the sum of non-closed Opportunities for each Account record?

Account, Opportunity, SUM, Pre-Built rollup

Problem

You want to be able to run a report to see what Accounts donated, and what its individual Employees donated, separately or together.

Account, Account Management, Contact, Opportunity, SUM, Industry: Nonprofit

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

Your org has a complex quoting or opportunity/project accounting business processes and the Opportunity Amount field is updated manually. 

Opportunity, Quote, SUM

In the Winter '14 release of Salesforce, you may have heard about a new feature called "Embedded Analytics". In a nutshell, Embedded Analytics allows the Salesforce Administrator to embed up to 2...

Embedded Analytics, User, Event, SUM, Task

Problem

We needed a way to see how many hours had been tracked to a project by different Resource Groups. This is easy to do with reports, but we needed fields to be populated so we could run...

Custom Object, SUM

Problem

We needed a field to show total hours tracked to Sick time and Vacation time Projects for a Resource. This is easy to do with reports, but we needed fields to be populated so we could use...

Custom Object, SUM

Problem

We needed a way to see how many Planned Hours had been allocated to a Master Project's Sub Projects. We often get retainer engagements for 500 hours, so we create a Master Project with 500...

Custom Object, SUM