--- title: Rollup Helper Use Case Library | Passage Technology | Task (2) description: Task | Case studies, how-tos for free Salesforce admin app Rollup Helper from trusted partner Passage Technology. Extend rollup functionality (2) --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) [ All Rollup Helper Use Case Library ](https://www.passagetechnology.com/rollup-helper-use-cases) ### Subscribe ### Tags - [Account (43)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account) - [Opportunity (37)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity) - [COUNT (33)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count) - [Contact (30)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact) - [Pre-Built rollup (25)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) - [Task (23)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) - [Rollup Helper (21)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper) - [MAX (16)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max) - [TEXT (15)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text) - [Custom Object (13)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object) - [Case (12)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case) - [SUM (12)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sum) - [Campaign (11)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaign) - [Dates (9)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dates) - [Lead (8)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lead) - [MIN (8)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/min) - [Event (7)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/event) - [Sorted Rollups (6)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sorted-rollups) - [User (6)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/user) - [Activity Monitoring (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/activity-monitoring) - [CampaignMember (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaignmember) - [Lookup Rollups (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-rollups) - [Opportunity Products (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-products) - [Scheduled Rollups (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/scheduled-rollups) - [Admin Apps (4)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/admin-apps) - [Email (4)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/email) - [Sales Productivity (4)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sales-productivity) - [Account Based Marketing (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account-based-marketing) - [Flow (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/flow) - [Limit Rollups (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/limit-rollups) - [Lookup Helper (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-helper) - [Quote (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/quote) - [Account Management (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account-management) - [Asset (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/asset) - [Case Management (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case-management) - [Contract (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contract) - [Marketing (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/marketing) - [Opportunity Contact Role (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-contact-role) - [Validation Rollups (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/validation-rollups) - [reporting (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/reporting) - [revenue metrics (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/revenue-metrics) - [Average (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/average) - [Cloud: Marketing Cloud (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/cloud-marketing-cloud) - [Contact Management (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact-management) - [DLRS (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dlrs) - [DLRS Converter (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dlrs-converter) - [Embedded Analytics (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/embedded-analytics) - [Featured (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/featured) - [FinancialForce (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/financialforce) - [Hierarchy (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/hierarchy) - [Hierarchy rollups (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/hierarchy-rollups) - [Industry: Nonprofit (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/industry-nonprofit) - [Lead Management (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lead-management) - [Live Chat Transcript (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/live-chat-transcript) - [Net Promoter Score (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/net-promoter-score) - [Non Real-time Rollups (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/non-real-time-rollups) - [Notes & Attachments (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/notes-attachments) - [Opp. Line Item Schedule (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opp-line-item-schedule) - [Opportunity Pipeline (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-pipeline) - [Opportunity Product (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-product) - [Order (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/order) - [Pricebook Entry (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pricebook-entry) - [Project (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/project) - [Project Management (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/project-management) - [Rollup Filters (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-filters) - [Targeted Rollup (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/targeted-rollup) - [duplicate records (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/duplicate-records) ## 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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sales-productivity), [TEXT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text), [Lookup Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-rollups), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper), [Sorted Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sorted-rollups), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task), [Dates](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dates) [![](https://www.passagetechnology.com/hubfs/Imported_Blog_Media/img-20.png) ](https://www.passagetechnology.com/rollup-helper-use-cases/rollup-most-recent-updates-on-account-custom-object) ## 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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [TEXT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text), [Custom Object](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object), [Sorted Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sorted-rollups), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) [![](https://www.passagetechnology.com/hubfs/Imported_Blog_Media/img-16.png) ](https://www.passagetechnology.com/rollup-helper-use-cases/user-number-of-demos-completed-this-month) ## Problem: As a Sales Manager, I need to monitor the number of demos being completed each month by a Sales Rep. [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [User](https://www.passagetechnology.com/rollup-helper-use-cases/tag/user), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) ## Problem: As a Sales/Account Manager, I need visibility on an Account to the Last Task Completed. [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [TEXT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text), [Sorted Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sorted-rollups), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task), [Flow](https://www.passagetechnology.com/rollup-helper-use-cases/tag/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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [Event](https://www.passagetechnology.com/rollup-helper-use-cases/tag/event), [Lead](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lead), [MAX](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) [![](https://www.passagetechnology.com/hubfs/Imported_Blog_Media/Adoption_Reporting-1.png) ](https://www.passagetechnology.com/rollup-helper-use-cases/leveraging-embedded-analytics-with-rollup-helper) 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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/embedded-analytics), [User](https://www.passagetechnology.com/rollup-helper-use-cases/tag/user), [Event](https://www.passagetechnology.com/rollup-helper-use-cases/tag/event), [SUM](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sum), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Event](https://www.passagetechnology.com/rollup-helper-use-cases/tag/event), [Lead](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lead), [MAX](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max), [MIN](https://www.passagetechnology.com/rollup-helper-use-cases/tag/min), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Event](https://www.passagetechnology.com/rollup-helper-use-cases/tag/event), [MAX](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max), [MIN](https://www.passagetechnology.com/rollup-helper-use-cases/tag/min), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) | [** Previous ](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task/page/1) | [Rollup Helper Use Case Library](https://www.passagetechnology.com/rollup-helper-use-cases) | [ Next ** ](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task/page/3) | | --- | --- | --- | © 2026 Passage Technology LLC All Rights Reserved. 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