Rollup Helper Use Case Library

Problem: How do you calculate the sum of Closed Won Opportunities for each Account record?

Account, Opportunity, SUM, Pre-Built rollup

Problem: How do you calculate the sum of Closed Lost Opportunities for each Account record?

Account, Opportunity, SUM, Pre-Built rollup

Problem: How do you calculate the sum of non-closed Opportunities for each Account record?

Account, Opportunity, SUM, Pre-Built rollup

Problem: You want to be able to run a report to see what Accounts donated, and what its individual Employees donated, separately or together.

Account, Account Management, Contact, Opportunity, SUM, Industry: Nonprofit

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: Your org has a complex quoting or opportunity/project accounting business processes and the Opportunity Amount field is updated manually. 

Opportunity, Quote, SUM

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

Problem: We needed a way to see how many hours had been tracked to a project by different Resource Groups. 

This is easy to do with reports, but we needed fields to be populated so we could run...

Custom Object, SUM

Problem: We needed a field to show total hours tracked to Sick time and Vacation time Projects for a Resource.

This is easy to do with reports, but we needed fields to be populated so we could use...

Custom Object, SUM

Problem: We need a way to see how many Planned Hours have been allocated to a Master Project's Sub Projects.

We often get retainer engagements for 500 hours, so we create a Master Project with 500...

Custom Object, SUM