Rollup Helper Use Case Library

This is a 2 part Rollup. The first part captures the number of activities on an opportunity. The second part makes use of workflow rules to capture the number of activities completed before a deal...

COUNT, Opportunity, Task, Workflow

Problem

Salesforce does not have a way of notifying anyone when the number of cases in the current month reaches a predefined limit for an account. 

Account, Case, COUNT, Rollup Helper, Scheduled Rollups, Workflow

A great way to use Rollup Helper is to combine the target fields that Rollup Helper calculates with workflow rules. For example, when projects go over budget or are delayed, you will want to have...

Custom Object, MAX, Workflow