Rollup Helper, a Salesforce app by Passage Technology

GSD Consulting specializes in end-to-end Salesforce consulting, development, org optimization, and ongoing support. They are big fans of startups and small businesses! 

Challenge:  GSD used Rollup Helper internally to help them keep track of logged time, invoices, payments, expenses, and projects in custom objects, some with lookup relationships where they needed to rollup data across objects. Because time entries are not master-detail to Invoices or Payments, they needed to rollup time across those two objects in real-time.

Solution: The team at Passage Technology used Custom development rollups using Apex. They used Rollup Helper to rollup time and dollars. They pulled bill rates from certain objects to multiply them by the time, and rollup the time and amounts from Time Entries onto Invoice and Payment objects. They then issued Invoices and Payments using DrawLoop DDPs.

Results: The project provided immense value. This allowed the customer to be flexible in building out functionality with a quick implementation. Rollup Helper saved them so much time in developing their internal project management and billing solution. Without it, they would've had to have had a developer change things multiple times as they nailed down their data model.