Ask PT About Prioritizing Rollup Updates in Salesforce



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Dear PT, 

We love Rollup Helper. We use it in so many ways. However, we work with a lot of different business segments, and would like to create rollups that only populate to certain parent objects—like only up to Customer Accounts instead of Prospects. Is there a way to filter our rollup results?

Phil Tearring from Parent, MN

Dear Phil,

Well, we have great news for you! We have expanded Rollup Helper functionality to add targeted parent filters that allow you to focus running your updates to specific records. For example, you could choose a specific industry, instead of rollup runs for all industries. Or you could use a different record.

And even better news: It’s very easy to set up using clicks not code. Learn how to employ targeted rollup functionality using parent filters.




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