Rollup Helper Use Case Library

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All Rollup Helper Use Case Library

Creating Grandchild Rollups

Create grandchild rollup textbox

Problem: You need to consolidate data from a grandchild record onto a grandparent record, but don't want to show this information on the parent.

For example, counting the number of Products...

Account, COUNT, Opportunity Products, Opportunity

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

Number of Won Opportunities in a Campaign

Auto-deploy Number of Won Opps in Campaign rollup

Problem: How do you calculate the number of won Opportunities for each Campaign record?

COUNT, Campaign, Opportunity, Pre-Built rollup

Number of Won Opportunities on an Account

Auto-deploy Number of Won Opportunities rollup

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

Account, COUNT, Opportunity, Pre-Built rollup

Number of Open Cases on an Account

Auto-deploy Number of Open Cases rollup

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

Account, Case, COUNT, Pre-Built rollup

Calculating the Number of Lost Opportunities for Accounts

Auto-deploy Number of Lost Opportunities rollup

Problem: How do you calculate the amount of lost Opportunities on each Account record?

Account, COUNT, Opportunity, 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

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 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

Count Number of Duplicate Opportunities on Account

Problem: You want to count the number of duplicate Opportunities on an Account so you can either clean up unneeded Opportunities, or find out what’s happening in the sales process to cause duplicates...

Account, COUNT, Opportunity, duplicate records

Rollup Helper Use Case Library