Rollup Helper Use Case Library

Problem

How do you calculate the amount of "Calls" Task types for each Contact record?

Contact, COUNT, Activity Monitoring, Task, Pre-Built rollup

Problem

How do you calculate the latest Activity Date of all children Tasks for each Contact record?

Contact, Activity Monitoring, MAX, Task, Dates, Pre-Built rollup

Problem

How do you calculate the amount of "Email" Tasks for each Contact record?

Account, Contact, COUNT, Task, Email, Pre-Built rollup

Problem

How do you calculate the latest Task Activity Date with type "Email" for each Contact record?

Contact, Task, Email, Dates, Pre-Built rollup

Problem

How do you calculate the latest Activity Date of all Tasks with the type "Call" for each Contact record?

Contact, Activity Monitoring, Task, Pre-Built rollup

Problem

How do you calculate the first activity date on a child Task record for each parent Contact record?

Contact, Activity Monitoring, Task, Dates, Pre-Built rollup

Problem

To increase sales productivity, I want to see the last task's subject on contact records as well as a hyperlink so it can be used in contact list views and reports.

Contact, Sales Productivity, Activity Monitoring, Contact Management, Rollup Helper, Task

Problem

As a Sales Manager, I need to know how many outbound call attempts it takes to achieve a discussion. Additionally, so that my reps are more productive, I need a filtered list view of the...

Contact, Rollup Helper, Task

Problem

As an operations manager, I want to be able to easily see the date of the most recent task with a specific subject (Order Sent) that has been completed on a Case.

Solution

Case, Rollup Helper, Task

Problem

In Salesforce, maximizing efficiency and productivity is the name of the game. If you can't see or find your information exactly where you would like to, this limits company performance. If...

Case, COUNT, Task