--- title: Rollup Helper Use Case Library | Passage Technology | TEXT description: TEXT | 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) [![Child to Parent Account Names](https://www.passagetechnology.com/hubfs/Child%20to%20Parent%20Account%20Names.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/names-of-child-accounts-on-parent-account) ## Problem: How do you rollup the names of child Accounts under each parent Account record? [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [TEXT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text), [Hierarchy rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/hierarchy-rollups), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [![Auto-deploy Most Recent Note on Account](https://www.passagetechnology.com/hubfs/Most%20Recent%20Note%20on%20Account.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/most-recent-note-on-account) ## Problem: How do you retrieve the text of the most recent Note Body on a child Note for each parent Account record? [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [TEXT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text), [Notes & Attachments](https://www.passagetechnology.com/rollup-helper-use-cases/tag/notes-attachments), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/tag/pre-built-rollup) [![Rollup Step 3](https://www.passagetechnology.com/hubfs/Opportunity%20Team%20Members%20Names%20rollup.jpg) ](https://www.passagetechnology.com/rollup-helper-use-cases/opportunity-team-members-names) ## Problem: You're unable to report on Opportunity, Opportunity Team Member and Products since Products and Opportunity Team Member are concurrent objects rather than hierarchical objects. So you want... [TEXT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity) [![](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) ## 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) ## Problem: Need to view the name of the first Campaign a prospect was a member of displayed on the Contact record. As a Marketing Manager, I want to see the name of the first Campaign a prospect was a... [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/tag/contact), [TEXT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text), [Campaign](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaign), [CampaignMember](https://www.passagetechnology.com/rollup-helper-use-cases/tag/campaignmember), [Limit Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/limit-rollups), [Sorted Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sorted-rollups) [![Products Purchased](https://www.passagetechnology.com/hubfs/Products%20Purchased.png) ](https://www.passagetechnology.com/rollup-helper-use-cases/opportunity-whitespace-reporting-with-rollup-helper-text-rollups) ## Problem: As a sales representative or manager, you need to know which products have or have not been purchased for each of your Accounts, so that you can have the most effective conversation and... [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Account Based Marketing](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account-based-marketing), [TEXT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity), [Opportunity Product](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-product) [![](https://www.passagetechnology.com/hubfs/Imported_Blog_Media/img-20.png) ](https://www.passagetechnology.com/rollup-helper-use-cases/rollup-most-recent-updates-on-account-custom-object) ## Problem: I need to see the most recent activity on an Account in Salesforce. As an Account Manager or Sales Rep. I need to see the most recent activity on an Account before contacting the client. [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [TEXT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text), [Custom Object](https://www.passagetechnology.com/rollup-helper-use-cases/tag/custom-object), [Sorted Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sorted-rollups), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) ## Problem: As a Sales/Account Manager, I need visibility on an Account to the Last Task Completed. [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [TEXT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text), [Sorted Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/tag/sorted-rollups), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/tag/task) ## Problem: As an Account Manager, in order to identify white space on Accounts, I would like to see a list of Opportunity Products purchased on each Account. [Account](https://www.passagetechnology.com/rollup-helper-use-cases/tag/account), [Opportunity Products](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity-products), [TEXT](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/tag/opportunity) | | [Rollup Helper Use Case Library](https://www.passagetechnology.com/rollup-helper-use-cases) | [ Next ** ](https://www.passagetechnology.com/rollup-helper-use-cases/tag/text/page/2) | | --- | --- | --- | © 2026 Passage Technology LLC All Rights Reserved. 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