Empower Your Salesforce Users with Clicks, Not Code

Eliminating manual processes & accessing data in real time.

Little things can have a big impact. When it comes to work, routine tasks often seem harmless, but the truth is that the time it takes to complete recurring tasks adds up, negatively impacting the progress toward long-term goals. In fact, Salesforce found: “57% of small business employees feel bogged down by menial tasks, like finding the internal information that they need.” 

Recently a Salesforce study uncovered just how much productivity is lost, “Small business owners are losing an average of 96 minutes of productivity daily, which amounts to three weeks of lost time per year." 

When it comes to managing Salesforce orgs, it’s common for IT requests to come from other departments that need assistance with finding data or other maintenance issues. The challenge: How can you empower your Salesforce users, so that Admins don’t get bogged down with these types of requests?

A great starting point is to eliminate manual processes and enable users to find the information they need, quickly and easily.

For example, Glen Huckins, the Aftermarket/CRM Manager at Thompson Pump, said one of the reasons he chose Rollup Helper is because it works with custom objects, as well as objects from other apps. Whether your data is in a standard or custom object, or is part of an AppExchange application, users can find relevant information in one spot.

“A specific use case is for Return Good Authorizations (RGAs) and the child object of RGA lines. We roll-up the text from each line into one field on the RGA object. The ability to schedule rollups has enabled us to run our morning GEMBA reports without manually running specific rollups that need to run without a field change triggering them,” said Glen. (Read more: Thompson Pump Gets Around Rollup Limitations & Simplifies Reporting with Rollup Helper.)

Giving Developers More Flexibility & Time Back in Their Day

The Ohio Department of Development works to enrich communities and support economic opportunities throughout Ohio. But in order to make progress toward their goals, they needed access to their data in real time.

"We desperately needed a solution to calculate a rollup summary on objects where we cannot use rollup summary fields,” explained Janet Mashkovskiy, who is a business process analyst for the Ohio Office of Information Technology.

They discovered Rollup Helper, and it has streamlined their work by eliminating the need to write code to calculate rollup summary fields. Janet adds, “But the best thing is that it is running in real time, so you don’t have to write your own triggers—Rollup Helper takes care of it.” (Read more: Saying Good-bye to Code & Hello to Rollup Summary Fields in Real-time.)

In addition, Rollup Helper allows you to create custom filters without knowledge of SOQL, and the results can be used in reports, Validation Rules, and Flows.

Ready to add more efficiency without writing code? We can help you improve data quality in your Salesforce org, create hierarchy rollups, or rollups on objects with a lookup relationship, and automatically create objects based on matching information. Schedule a demo or learn more, here.