Background: It is often times essential to identify a primary contact or specific "role" within an account. This may be for support or sales reasons. You may want to identify the primary contact's email address or other key piece of contact information and have it accessible to workflow, other...

A success community member needed to create a simple tabular report showing just one open task per opportunity. This can be achieved by Rollup Helper. Such a solution allows for key details from the open task to be displayed at the opportunity, so that no custom report types need to be created or...

Business Problem:

As a Marketing Manager, I want to see the name of the first Campaign a prospect was a member of displayed on the Contact record.

Problem:

As a sales representative or manager, you need to know which products have or have not been purchased for each of your Accounts, so that you can have the most effective conversation and updated account plan available.  By aggregating product information into your Account page, you now have...

Business Problem:

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

Business Problem:

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

Business Problem:

As an Account Manager, I need visibility to the date of the most recent task completed by the Account Owner.

Products Purchased

June 24, 2015

Business Problem:

As an Account Manager in order to identify white space on Accounts, I would like to see a list of Opportunity Products purchased on each Account.

Unique Count

November 14, 2014

Natively there is not a setting to have a distinct using Rollup Helper.

Business Problem:  

As a Sales Representative, I want to see the name of the most recent Campaign a prospect was a member of displayed on the Contact record.

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