There are significant limitations with the roll-up summary fields provided out of the box in Salesforce. If you are curious to learn more about the limitations, check out the resource links at the bottom of the blog.

We will cover two options for you to get more functionality than what Salesforce offers out-of-the-box as it relates to roll-ups using clicks not code, and help you to make the best informed choice of the options available.

First, before we get started with our two contenders, there is a lot of talk online about using Process Builder (PB) with Flow to execute a roll-up process. While this can work and is a very innovative use case for these awesome admin tools, due to the inability to run a process builder on a delete, this is not a solution that will yield accurate results and requires coding to complete. As such, we are not covering Process Builder and/or Flow as viable solution in this blog.

Second, there are some third party roll-up apps that we did not include in our analysis as they effectively just install hard-coded roll-ups in your org on specific standard Salesforce objects or are relatively unpopular apps. This blog will only cover roll-up solutions that are expected to perform roll-ups based on any end-user configuration thrown at them.

Lastly, you can of course write custom Apex Code to perform a roll-up. Before new apps were released on the AppExchange, this was a popular way of meeting any roll-up requirement. Since we are looking for solutions without coding, and other blogs have already been written about how to write custom Apex to run a roll-up, we are not covering those solutions.

With that being said, the two main apps available to extend the Salesforce roll-up capability are Rollup Helper by Passage Technology and Declarative Lookup Rollup Summaries (DLRS) by Andrew Fawcett. Both apps can do roll-ups and have been around for a while, but we’ve tested them to give you the nitty gritty about them so that you can make an informed decision.

Note: Information Accurate As of 7/11/2019

 

Rollup Helper

Declarative Lookup Roll-up Summaries (DLRS)

Developer

Passage Technology

Andrew Fawcett

First Release Date

6/13/2012 (7 years old)

7/7/2013 (6 years old)

Price

Free Edition (3 rollups)
- or - 
 $1,740 for Premium Edition (Unlimited)

Latest Pricing; Non Profit Pricing also available

Free (Unlimited)

Install Link

Install Link (from AppExchange)

Install Link (from GitHub)

Chatter Group Link

Link

Link

Avg. AppExchange Review 

4.7 (out of 324 reviews)

4.5 (out of 39 reviews)

Sum roll-ups

Yes

Yes

Count roll-ups

Yes

Yes

Count Distinct roll-ups

No

Yes

Text roll-ups

Yes

Yes

Text distinct roll-ups

Yes

Yes

Checkbox roll-ups

Yes

Yes

Cross-object roll-ups

Yes

No

Real-time roll-ups

Yes

Yes

Scheduled roll-ups

Yes

Yes

Ability to put a roll-up on a schedule?

Yes

Yes

Ability to put multiple roll-ups on a single-schedule?

Yes

Yes

Real-time rollups can be run asynchronously (near real-time) for performance optimization without delays from job scheduling  **

Yes

No

Real-time and Scheduled roll-ups (run in both modes)

Yes

Yes

Allows filters on parent records?

Yes

Yes

Direct Email or Phone Support

Yes

No

Admin-friendly, guided, wizard-style interface

Yes

No

Page-load Roll-ups*

Yes

No

Develop queries automatically (no SOQL knowledge required) with over 30 pre-canned date filters.

Yes

No

Advanced currency management support

Yes

No

Supports larger data volumes

Yes

No

Error Logging

Yes

Yes

Edition Support

  • Performance Edition
  • Enterprise Edition
  • Professional Edition
  • Performance Edition
  • Enterprise Edition
  • Professional Edition, using scheduled job.

 

  • *A page-load roll-up is a type of rollup triggered to run once needed when the Salesforce platform doesn’t permit any real-time roll-ups to otherwise happen.

Ultimately, both apps will help you to get way more value from Salesforce, but as the developer of Rollup Helper, we here at Passage Technology want you know that our app has been installed and battle tested in over 50,000 Salesforce customer orgs, we have very few open issues, and we completely support our product installations. Our solution truly requires no coding and we are ready to support your every use case and technical platform challenge no matter if you are a beginner admin or Salesforce architect. We have all the needed advanced rollup features and reliability/usability features in an enterprise app. Plus, we have 2-3 releases per year just like Salesforce and are always producing new features for our roll-up engine while also providing timely enhancements and utilizations of the latest features the platform has to offer.

Background Resources

We hope you have found this comparison helpful. If you have any comments, questions, or further differences you’d like to point out, please comment below! 

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