Rollup Helper Use Case Library

USE CASE: Generating a Unique Count of Records

There is now a way to Rollup a unique count of records, natively in Rollup Helper!The option to do so will be available when you are creating a count Rollup, in step 3 of the Rollup Creation Process....

COUNT, TEXT

Campaign Metrics - Most Recent Campaign

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.

Contact, TEXT, Campaign, CampaignMember, Limit Rollups, Sorted Rollups

Rolling up assets on an Account

Problem

Salesforce won't allow you to rollup information from assets to account without coding.

Account, Asset, TEXT

Opportunity Contact Role Validation

Problem

Your organization needs to make sure Opportunity Contact Roles on a deal have been entered.

Contact, TEXT, Opportunity, Opportunity Contact Role, Rollup Helper, Validation Rollups

Opportunity Call Notes in Salesforce

Problem

Sales Reps in a B2B world need quite some time to close opportunities in Salesforce, so much so, that they need to log sales call notes constantly and follow up on many activities for each of...

TEXT, Event, Opportunity, Task

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