Rollup Helper Use Case Library

We're excited to share this use case with you. It's 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 as to...

Account, Asset, Case, COUNT, Opportunity Products, Custom Object, Admin Apps, Limit Rollups, Lookup Rollups, MAX, Opportunity, Scheduled Rollups

Problem: Need to view the name of the first Campaign a prospect was a member of displayed on the Contact record.

As a Marketing Manager, I want to see the name of the first Campaign a prospect was a...

Contact, TEXT, Campaign, CampaignMember, Limit Rollups, Sorted Rollups

Problem: Can't see the name of the most recent Campaign a prospect was a member of displayed on the Contact record.

As a Sales Representative, I want to see the name of the most recent Campaign a...

Contact, TEXT, Campaign, CampaignMember, Limit Rollups, Sorted Rollups