Rollup Helper Use Case Library

Names of Child Accounts on Parent Account

Problem

How do you rollup the names of child Accounts under each parent Account record?

Account, TEXT, Hierarchy rollups, Pre-Built rollup

Most Recent Note on Account

Problem

How do you retrieve the text of the most recent Note Body on a child Note for each parent Account record?

Account, TEXT, Notes & Attachments, Pre-Built rollup

Opportunity Team Members Names

Problem

You're unable to report on Opportunity, Opportunity Team Member and Products since Products and Opportunity Team Member are concurrent objects rather than hierarchical objects. So you want...

TEXT, Opportunity

Identify The Primary Contact On An Account

Problem

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...

Account, Contact, TEXT, Lookup Rollups, Opportunity Contact Role

Create Sales Rep Opportunity Field With Nearest Open Task

Problem

Instead of having your users constantly referring to reports to gather information such as the next due task under an opportunity, rollup that information to a field directly on the...

Sales Productivity, TEXT, Lookup Rollups, Opportunity, Rollup Helper, Sorted Rollups, Task, Dates

Campaign Metrics - First Campaign Name

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.

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

Opportunity Whitespace Reporting With Rollup Helper Text Rollups

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...

Account, Account Based Marketing, TEXT, Opportunity, Opportunity Product

Rollup Most Recent Updates on Account (Custom Object)

Problem

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

Subject of Last Task Completed

Problem

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

Account, TEXT, Sorted Rollups, Task

Products Purchased

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.

Account, Opportunity Products, TEXT, Opportunity

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