Rollup Helper Use Case Library

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All Rollup Helper Use Case Library

Calculate the Number of Cases on a Salesforce Contact Record

Auto-deploy Number of Cases rollup

Problem: How do you calculate the amount of Cases for each Contact record?

Case, Contact, COUNT, Pre-Built rollup

Calculating the Number of Calls for a Contact in Salesforce

Auto-deploy Number of Calls rollup

Problem: How do you calculate the amount of "Calls" Task types for each Contact record?

Contact, COUNT, Activity Monitoring, Task, Pre-Built rollup

Most Recent Task Date Activity for Salesforce Contacts

Auto-deploy Most Recent Task Date rollup

Problem: How do you calculate the latest Activity Date of all children Tasks for each Contact record?

Contact, Activity Monitoring, MAX, Task, Dates, Pre-Built rollup

Nonprofit Donations by Company

Problem: You want to be able to run a report to see what Accounts donated, and what its individual Employees donated, separately or together.

Account, Account Management, Contact, Opportunity, SUM, Industry: Nonprofit

Number of Email Tasks under a Contact

Auto-deploy Number of Emails rollup

Problem: How do you calculate the amount of "Email" Tasks for each Contact record?

Account, Contact, COUNT, Task, Email, Pre-Built rollup

Number of Contacts without an Email Address

Auto-deploy Number of Contacts without Email rollup

Problem: How do you calculate the amount of Contacts without an email address assigned for each Account record?

Account, Contact, Email, Pre-Built rollup

Number of Contacts under an Account

Auto-deploy Number of Contacts rollup

Problem: How do you calculate the the number of Contacts for each Account record?

Account, Contact, COUNT, Pre-Built rollup

Most Recent Email Date

Auto-deploy Most Recent Email Date rollup

Problem: How do you calculate the latest Task Activity Date with type "Email" for each Contact record?

Contact, Task, Email, Dates, Pre-Built rollup

Most Recent Campaign Date

Auto-deploy Most Recent Campaign Date rollup

Problem: How do you calculate the latest Created Date of all Campaigns for each Contact record?

Contact, Campaign, Dates, Pre-Built rollup

Most Recent Call Date

Auto-deploy Most Recent Call Date rollup

Problem: How do you calculate the latest Activity Date of all Tasks with the type "Call" for each Contact record?

Contact, Activity Monitoring, Task, Pre-Built rollup

Rollup Helper Use Case Library