Rollup Helper Use Case Library

Problem: Find out how many times we had an in-person meetings with a contact or lead.

Contact, COUNT, Event, Lead, Scheduled Rollups

Problem: Need to find the date of the last an in-person meeting with a contact or lead.

We need to know when we last had an in-person meeting with a contact or lead. Salesforce allows you to track...

Contact, Event, Lead, MAX, Task

In a nutshell, Embedded Analytics allows the Salesforce Administrator to embed up to 2 report charts per page layout to display information. Here's one idea for how you can get more value from this...

Embedded Analytics, User, Event, SUM, Task

One of the most popular use cases we have seen with Rollup Helper is the ability to capture key activity metrics on the lead, contact, or account pages. If activity monitoring is an important gap to...

Contact, COUNT, Event, Lead, MAX, MIN, Task

When the great team at Cirrus Path asked us to contribute our experience using Cirrus Insight and what it did for Passage Technology, we were giddy with excitement, because as users of both Cirrus...

COUNT, Event, MAX, MIN, Task

Problem:  Want to see where a rep needs to pick up on an opportunity and where he/she last left it.

B2B sales reps need to close opportunities in Salesforce, and they need to log sales call notes...

TEXT, Event, Opportunity, Task

Problem: Salesforce has a Last Activity field available, but it is not usually configurable to most customers needs.

Contact, Event, Lead, MAX, MIN, Task