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: 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 report on the total number of Live Chat Transcripts and the total number of Cases worked in a week.

To measure a user’s productivity, I need to report on the total number of Live...

Case, User, Live Chat Transcript, Scheduled Rollups, SUM

Problem: Salesforce doesn't have a way of notifying anyone when the number of cases in the current month reaches a predefined limit for an account. 

Account, Case, COUNT, Rollup Helper, Scheduled Rollups, Flow

Problem

You need to segment your customers based on how recently you have closed won business with an existing customer. For example, a report showing those customers that you have not had a recent...

Account, MIN, Opportunity, Scheduled Rollups