Rollup Helper Use Case Library

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: I need to see the most recent activity on an Account in Salesforce.

As an Account Manager or Sales Rep. I need to see the most recent activity on an Account before contacting the client.

Account, TEXT, Custom Object, Sorted Rollups, Task

Problem: As a Sales Manager, I need to monitor the number of demos being completed each month by a Sales Rep.

COUNT, User, Task

Problem: As a Sales/Account Manager, I need visibility on an Account to the Last Task Completed.

Account, TEXT, Sorted Rollups, Task

Problem: As a Sales Manger, I need to be able to identify the number of calls or emails on an Opportunity for better sales analytics and planning.

COUNT, Opportunity, Task

This is a two-part rollup. The first part captures the number of activities on an opportunity. The second part makes use of Flow to capture the number of activities completed before a deal was...

COUNT, Opportunity, Task, Flow

Problem: Need to find the date of the last an in-person meeting with a contact or lead.

We need to know when we last had an in-person meeting with a contact or lead. Salesforce allows you to track...

Contact, Event, Lead, MAX, Task

In a nutshell, Embedded Analytics allows the Salesforce Administrator to embed up to 2 report charts per page layout to display information. Here's one idea for how you can get more value from this...

Embedded Analytics, User, Event, SUM, Task

One of the most popular use cases we have seen with Rollup Helper is the ability to capture key activity metrics on the lead, contact, or account pages. If activity monitoring is an important gap to...

Contact, COUNT, Event, Lead, MAX, MIN, Task

When the great team at Cirrus Path asked us to contribute our experience using Cirrus Insight and what it did for Passage Technology, we were giddy with excitement, because as users of both Cirrus...

COUNT, Event, MAX, MIN, Task