--- title: Rollup Helper Use Case Library | Passage Technology | Lookup Rollups description: Lookup Rollups | 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) [![Sales funnel graph](https://www.passagetechnology.com/hubfs/Sales%20funnel%20%28Pexels%29.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/streamline-sales-pipeline) ## Problem: Opportunities can get clogged up and confusing when multiple contractors are bidding on the same project, such as a new construction site. The Sales team wants to accurately forecast their... [Lookup Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-rollups), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Lookup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-helper), [Opportunity Pipeline](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-pipeline) [![](https://www.passagetechnology.com/hubfs/2021/RH-use-case_prim-cnt-acct.png) ](https://www.passagetechnology.com/rollup-helper-use-cases/identify-the-primary-contact-on-an-account) ## Problem: How do you populate a contact lookup on the account page that identifies who this contact is? [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [TEXT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text), [Lookup Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-rollups), [Opportunity Contact Role](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-contact-role) 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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Asset](https://www.passagetechnology.com/rollup-helper-use-cases/tag/asset), [Case](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Opportunity Products](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-products), [Custom Object](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object), [Admin Apps](https://www.passagetechnology.com/rollup-helper-use-cases/tag/admin-apps), [Limit Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/limit-rollups), [Lookup Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-rollups), [MAX](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Scheduled Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/scheduled-rollups) ## Problem: Instead of having your users constantly referring to reports to gather information such as the next due task under an opportunity, you'd like to rollup that information to a field directly... [Sales Productivity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sales-productivity), [TEXT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text), [Lookup Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-rollups), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper), [Sorted Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sorted-rollups), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task), [Dates](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dates) [![Capture 1-13](https://www.passagetechnology.com/hubfs/Capture%201-13.png) ](https://www.passagetechnology.com/rollup-helper-use-cases/identify-largest-quote-on-account) ## **Problem:** A Salesforce user will want to quickly see what is the largest quote ever provided to an account from the Account page via a lookup field. [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Lookup Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/lookup-rollups), [MAX](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max), [Quote](https://www.passagetechnology.com/rollup-helper-use-cases/tag/quote), [Sorted Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sorted-rollups) | | [Rollup Helper Use Case Library](https://www.passagetechnology.com/rollup-helper-use-cases) | | | --- | --- | --- | © 2026 Passage Technology LLC All Rights Reserved. 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