Project Name
How a Global E-Commerce Brand Transformed Customer Service & Order Insights with RollUp Magic
A globally recognized e-commerce brand operating across multiple marketplaces and direct-to-consumer platforms relied heavily on Salesforce for managing customer service and order data. However, as transaction volumes scaled, the company struggled to consolidate order-related data efficiently across disconnected systems and custom objects.
To overcome these limitations and unlock real-time business intelligence, the company implemented RollUp Magic—a no-code Salesforce app built to automate roll-up summaries and complex data calculations without writing a single line of code.
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Fragmented Order Insights
Customer orders were distributed across different systems and objects, making it nearly impossible to generate real-time summaries for support or analysis. -
Inaccurate Average Order Value Calculations
Sales teams couldn’t calculate key performance metrics like Average Order Value (AOV) accurately due to limitations in native Salesforce roll-up capabilities. -
Manual Batch Updates
Support agents had to rely on slow, manual updates and external reports to track return rates and order values, affecting customer service response times. -
Complex Multi-Level Relationships
Important metrics like total item quantity per order or refund percentage at the customer level required aggregating data from grandchild objects (e.g., Line Items → Orders → Customers). Salesforce’s native tools couldn’t handle roll-ups across these hierarchical relationships, leaving teams without critical insights.
By integrating RollUp Magic into their Salesforce environment, the brand unlocked dynamic rollups and automated data summaries across related records with ease:
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Unified Order Summaries
Enabled real-time rollups of total orders, order value, and product categories across lookup fields, giving agents a consolidated view of customer activity. -
Refund Rate Calculation
Automated percentage-based rollups for refunds vs. total orders, helping support teams identify patterns in high-return products. -
Customer Insights for Marketing
Created rollups on individual customer records to track order frequency, AOV, and product preferences—feeding into more targeted promotional strategies. -
Grandchild Rollups for Complex Metrics
Using RollUp Magic’s grandchild rollup feature, the company could finally calculate metrics like total item quantity per order and refund percentage at the customer level by rolling up data across multiple object levels (e.g., Line Items → Orders → Customers). This provided leadership and frontline teams with a deeper layer of intelligence for decision-making.
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50% Improvement in Support Team Efficiency
With faster access to consolidated customer and order data, support reps reduced resolution time and improved service quality. -
Real-Time Insights into High-Return Items
Product and category-level refund summaries helped identify items with frequent return requests, enabling smarter inventory and quality decisions. -
Enhanced Targeting for Promotions
Marketing teams leveraged rollup summaries to segment customers based on AOV and purchase history—leading to better campaign conversion rates. -
Improved Customer 360 View
By leveraging grandchild rollups, the company gained visibility into metrics like total items purchased per customer and refund percentage per customer account. This enabled sales and support teams to identify high-value customers, detect potential churn risks early, and tailor engagement strategies more effectively—directly improving retention and upsell opportunities.
For this global e-commerce brand, RollUp Magic turned disconnected Salesforce data into a powerful, real-time intelligence engine. Without writing any code, the team built advanced roll-up summaries that streamlined customer service, optimized returns analysis, and improved marketing efficiency.
Whether you’re selling fashion, electronics, or essentials—RollUp Magic helps e-commerce businesses extract more value from Salesforce.
Turn Your Order Data into Actionable Intelligence with RollUp Magic!
