Rollup Helper Use Case Library

Generating a Unique Count of Records

Now there's 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: Can't see the name of the most recent Campaign a prospect was a member of displayed on the Contact record.

As a Sales Representative, I want to see the name of the most recent Campaign a...

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: Want to see where a rep needs to pick up on an opportunity and where he/she last left it.

B2B sales reps need to close opportunities in Salesforce, and they need to log sales call notes...

TEXT, Event, Opportunity, Task

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Problem: Can't see the name of the most recent Campaign a prospect was a member of displayed on the Contact record.

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

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