Rollup Helper Use Case Library

Problem: For a Sales Manager, visibility into monthly commissions by Sales Rep is critical.

Sales Productivity, User, Custom Object, Admin Apps, Rollup Helper

Problem: An easy way to view agent case load utilization % is needed so that business decisions can be made on case reassignment or additional resources needed.

Case, User, Rollup Helper

Problem: As a Sales Manager, I need to monitor the number of demos being completed each month by a Sales Rep.

COUNT, User, Task

Problem: Need to group the number of contacts each account manager has established on their owned accounts.

For strategic reporting on a given Account Manager’s progress in building relationships in...

Account, Contact, COUNT, User

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

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