--- title: Rollup Helper Use Case Library | Passage Technology | COUNT description: COUNT | Case studies, how-tos for free Salesforce admin app Rollup Helper from trusted partner Passage Technology. Extend rollup functionality --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) [ All Rollup Helper Use Case Library ](https://www.passagetechnology.com/rollup-helper-use-cases) ### Subscribe ### Tags - [Account (43)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account) - [Opportunity (37)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity) - [COUNT (33)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count) - [Contact (30)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact) - [Pre-Built rollup (25)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) - [Task (23)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) - [Rollup Helper (21)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper) - [MAX (16)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max) - [TEXT (15)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text) - [Custom Object (13)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object) - [Case (12)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case) - [SUM (12)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sum) - [Campaign (11)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaign) - [Dates (9)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dates) - [Lead (8)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lead) - [MIN (8)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/min) - [Event (7)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/event) - [Sorted Rollups (6)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sorted-rollups) - [User (6)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/user) - [Activity Monitoring (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/activity-monitoring) - [CampaignMember (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaignmember) - [Lookup Rollups (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-rollups) - [Opportunity Products (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-products) - [Scheduled Rollups (5)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/scheduled-rollups) - [Admin Apps (4)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/admin-apps) - [Email (4)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/email) - [Sales Productivity (4)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sales-productivity) - [Account Based Marketing (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account-based-marketing) - [Flow (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/flow) - [Limit Rollups (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/limit-rollups) - [Lookup Helper (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-helper) - [Quote (3)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/quote) - [Account Management (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account-management) - [Asset (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/asset) - [Case Management (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case-management) - [Contract (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contract) - [Marketing (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/marketing) - [Opportunity Contact Role (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-contact-role) - [Validation Rollups (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/validation-rollups) - [reporting (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/reporting) - [revenue metrics (2)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/revenue-metrics) - [Average (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/average) - [Cloud: Marketing Cloud (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/cloud-marketing-cloud) - [Contact Management (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact-management) - [DLRS (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dlrs) - [DLRS Converter (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dlrs-converter) - [Embedded Analytics (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/embedded-analytics) - [Featured (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/featured) - [FinancialForce (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/financialforce) - [Hierarchy (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/hierarchy) - [Hierarchy rollups (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/hierarchy-rollups) - [Industry: Nonprofit (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/industry-nonprofit) - [Lead Management (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lead-management) - [Live Chat Transcript (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/live-chat-transcript) - [Net Promoter Score (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/net-promoter-score) - [Non Real-time Rollups (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/non-real-time-rollups) - [Notes & Attachments (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/notes-attachments) - [Opp. Line Item Schedule (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opp-line-item-schedule) - [Opportunity Pipeline (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-pipeline) - [Opportunity Product (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-product) - [Order (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/order) - [Pricebook Entry (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pricebook-entry) - [Project (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/project) - [Project Management (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/project-management) - [Rollup Filters (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-filters) - [Targeted Rollup (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/targeted-rollup) - [duplicate records (1)](https://www.passagetechnology.com/rollup-helper-use-cases/tag/duplicate-records) [![Create grandchild rollup textbox](https://www.passagetechnology.com/hubfs/Create%20grandchild%20rollup%20checkbox.png) ](https://www.passagetechnology.com/rollup-helper-use-cases/creating-grandchild-rollups) ## 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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Opportunity Products](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-products), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity) [![Auto-deploy Number of Cases rollup](https://www.passagetechnology.com/hubfs/Number%20of%20Cases.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-cases-on-a-contact) ## Problem: How do you calculate the amount of Cases for each Contact record? [Case](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case), [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [![Auto-deploy Number of Won Opps in Campaign rollup](https://www.passagetechnology.com/hubfs/Number%20of%20Won%20Opps%20in%20Campaign.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-won-opportunities-in-a-campaign) ## Problem: How do you calculate the number of won Opportunities for each Campaign record? [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Campaign](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaign), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [![Auto-deploy Number of Won Opportunities rollup](https://www.passagetechnology.com/hubfs/Number%20of%20Won%20Opportunities.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-won-opportunities) ## Problem: How do you calculate the number of won Opportunities for each Account record? [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [![Auto-deploy Number of Open Cases rollup](https://www.passagetechnology.com/hubfs/Number%20of%20Open%20Cases.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-open-cases-on-an-account) ## Problem: How do you calculate the amount of open Cases for each Account record? [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Case](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [![Auto-deploy Number of Lost Opportunities rollup](https://www.passagetechnology.com/hubfs/Number%20of%20Lost%20Opportunities.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-lost-opportunities) ## Problem: How do you calculate the amount of lost Opportunities on each Account record? [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [![Auto-deploy Number of Calls rollup](https://www.passagetechnology.com/hubfs/Number%20of%20Calls.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-calls-for-a-contact) ## Problem: How do you calculate the amount of "Calls" Task types for each Contact record? [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Activity Monitoring](https://www.passagetechnology.com/rollup-helper-use-cases/tag/activity-monitoring), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [![Auto-deploy Number of Emails rollup](https://www.passagetechnology.com/hubfs/Number%20of%20Emails.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-email-tasks-under-a-contact) ## Problem: How do you calculate the amount of "Email" Tasks for each Contact record? [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task), [Email](https://www.passagetechnology.com/rollup-helper-use-cases/tag/email), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [![Auto-deploy Number of Contacts rollup](https://www.passagetechnology.com/hubfs/Number%20of%20Contacts.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-contacts-under-an-account) ## Problem: How do you calculate the the number of Contacts for each Account record? [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) ## **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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [duplicate records](https://www.passagetechnology.com/rollup-helper-use-cases/tag/duplicate-records) | | [Rollup Helper Use Case Library](https://www.passagetechnology.com/rollup-helper-use-cases) | [ Next ** ](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count/page/2) | | --- | --- | --- | © 2026 Passage Technology LLC All Rights Reserved. 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