--- title: Rollup Helper Use Case Library | Passage Technology | Task description: Task | 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) [![Auto-deploy Number of Calls rollup](https://www.passagetechnology.com/hubfs/Number%20of%20Calls.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-calls-for-a-contact) ## Problem: How do you calculate the amount of "Calls" Task types for each Contact record? [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Activity Monitoring](https://www.passagetechnology.com/rollup-helper-use-cases/tag/activity-monitoring), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [![Auto-deploy Most Recent Task Date rollup](https://www.passagetechnology.com/hubfs/Most%20Recent%20Task%20Date.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/most-recent-task-date) ## Problem: How do you calculate the latest Activity Date of all children Tasks for each Contact record? [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [Activity Monitoring](https://www.passagetechnology.com/rollup-helper-use-cases/tag/activity-monitoring), [MAX](https://www.passagetechnology.com/rollup-helper-use-cases/tag/max), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task), [Dates](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dates), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [![Auto-deploy Number of Emails rollup](https://www.passagetechnology.com/hubfs/Number%20of%20Emails.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-email-tasks-under-a-contact) ## Problem: How do you calculate the amount of "Email" Tasks for each Contact record? [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task), [Email](https://www.passagetechnology.com/rollup-helper-use-cases/tag/email), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [![Auto-deploy Most Recent Email Date rollup](https://www.passagetechnology.com/hubfs/Most%20Recent%20Email%20Date.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/most-recent-email-date) ## Problem: How do you calculate the latest Task Activity Date with type "Email" for each Contact record? [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task), [Email](https://www.passagetechnology.com/rollup-helper-use-cases/tag/email), [Dates](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dates), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [![Auto-deploy Most Recent Call Date rollup](https://www.passagetechnology.com/hubfs/Most%20Recent%20Call%20Date.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/most-recent-call-date) ## Problem: How do you calculate the latest Activity Date of all Tasks with the type "Call" for each Contact record? [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [Activity Monitoring](https://www.passagetechnology.com/rollup-helper-use-cases/tag/activity-monitoring), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [![Auto-deploy First Task Date](https://www.passagetechnology.com/hubfs/First%20Task%20Date.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/first-task-date) ## Problem: How do you calculate the first activity date on a child Task record for each parent Contact record? [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [Activity Monitoring](https://www.passagetechnology.com/rollup-helper-use-cases/tag/activity-monitoring), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task), [Dates](https://www.passagetechnology.com/rollup-helper-use-cases/tag/dates), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [![](https://www.passagetechnology.com/hubfs/Imported_Blog_Media/Hyperlink+Rollup-1.png) ](https://www.passagetechnology.com/rollup-helper-use-cases/last-task-completed-subject-on-contact-with-hyperlink) ## 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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [Sales Productivity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sales-productivity), [Activity Monitoring](https://www.passagetechnology.com/rollup-helper-use-cases/tag/activity-monitoring), [Contact Management](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact-management), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) [![](https://www.passagetechnology.com/hubfs/Imported_Blog_Media/List+View+-+Contact+Attempts-1.png) ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-calls-attempts-to-get-a-discussion-and-filtered-sorted-list-view-for-reps) ## 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](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/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. [Case](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/tag/rollup-helper), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) [![Rollup step 3](https://www.passagetechnology.com/hubfs/Count%20Number%20of%20Tasks%20on%20an%20Open%20Case%20Rollup.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/count-the-number-of-tasks-on-an-open-case) ## Problem: Need to see the number of tasks on an open case in Salesforce. In Salesforce, maximizing efficiency and productivity is the name of the game. If you can't see or find your information... [Case](https://www.passagetechnology.com/rollup-helper-use-cases/tag/case), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/count), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) | | [Rollup Helper Use Case Library](https://www.passagetechnology.com/rollup-helper-use-cases) | [ Next ** ](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task/page/2) | | --- | --- | --- | © 2026 Passage Technology LLC All Rights Reserved. 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