Rollup Helper Use Case Library

Problem

There are situations where actionable data is required within Salesforce to drive workflows, increase user productivity or to aid in reporting. The solution is sometimes that a roll-up...

Custom Object, Helper Suite, Opportunity, Rollup Helper

Problem

Approaching a new Lead with a call or email introducing them to a product or service that they have already been engaged with via someone else at their company does not leave a good...

Account, Account Based Marketing, Helper Suite, Lead, Rollup Helper

Problem

For a Sales Manager, visibility into monthly commissions by Sales Rep is critical.

Sales Productivity, User, Custom Object, Helper Suite, Rollup Helper

I'm really excited to share this use case with you. It is by far the most comprehensive solution we have ever recorded on YouTube, and this post will help to orient you to the entire solution as well...

Account, Asset, Case, COUNT, Opportunity Products, Custom Object, Helper Suite, Limit Rollups, Lookup Rollups, MAX, Opportunity, Scheduled Rollups