May 11, 2017
May 11, 2017
If you have not already done so, please install Rollup Helper from the AppExchange.
Click each section to learn more.
Select the target field for your rollup results. This is where you want to see the rollup results in Salesforce.
Define the criteria for your rollup.
There is a two step run process. From the time estimate screen, select "Run Once for All Records" and OK to overwrite the target field.
From the All Rollups Tab, you can Run, Schedule, Edit, Delete or Activate/Deactivate your rollups as well as edit the filter and change the Run Mode.
Copyright 2017 - Passage Technology LLC - All Rights Reserved
Rollups are a breeze to create with our intuitive UI. After they are created, rollups may be run on a schedule or in real-time as your source records get updated. We've engineered Rollup Helper to overcome several limitations with how developers would normally aggregate Salesforce data.
Updated June 20th, 2017
Updated June 20th, 2017
We recommend that you join our Chatter Success Group. Here you can post new questions and click the small magnifying glass right above the feed to search for previous questions and answers.
We also recommend that you scan this list of frequently asked questions to orient yourself to some of the more basic questions that you may have, or check out our Rollup Helper Admin Guide.
You may also contact us via email.
Rollups can be run on-demand (manually via the "Run" function), on a schedule, or in real-time.
In this free version, you get 3 active rollups that can be run on a schedule or run in real-time. To view a full list of Rollup Helper Free Edition features, click here.
Yes, Rollup Helper can be installed in the following Salesforce Editions: Group, Professional, Enterprise, Unlimited, Force.com, Developer and Performance. For Professional Edition Salesforce orgs and lower, some features of the app rely on API and may be limited due to Salesforce restrictions on the type of Org. Examples of this include using real time triggers that are not part of the managed package or creating a new field from within the app. Any triggers that come included with the managed package can be used in Professional Edition and lower orgs. We do have trigger extension packages available for most standard objects, and alternatives are available for real time enablement on custom objects. We are happy to assist with your setup if you need assistance with trigger or field creation. Please email email@example.com for full information on features/functionality that are affected and what workarounds can be used.
You can use the Rollup Helper Health Check page to see the current Rollup Helper status. The Health Check will list any issues found along with a risk level, issue summary and any recommended actions. To access Rollup Helper Health Check, go to the Rollup Helper tab and click “View Health Check”.
No. You can configure Rollup Helper to the unique resource constraints facing your Salesforce operating environment. We have engineered an asynchronous mode to Rollup Helper which is a great tool to overcoming any governor limits you may be running into. Furthermore, all your data is processed natively on the Salesforce platform, so we are not consuming any API limits.
No. Rollup Helper Premium Edition features unlimited users, and you do not pay any additional fee for each individual user.
No, Rollup Helper code runs in it own namespace like other managed applications. Managed apps have their own code coverage requirement and all unit tests within a package must successfully pass in a development org before the package may be created. We recommend that you run all your unit tests with the "RunAllTests = false" attribute if you are using Rollup Helper as this is the Salesforce default. This default setting will prevent any local discrepancies (e.g. custom required fields, validation rules) from impacting your code deployments as our unit tests will fail if you have custom required fields, validation rules, etc. As long as you have the "RunAllTests = false" attribute set, you can deploy your apex code as normal. Changing to "RunAllTests = true" will not cause Rollup Helper install or performance issues. Here is an official statement from Salesforce on this topic:
If for some reason you are concerned with setting "RunAllTests = false", we guarantee that Rollup Helper will still function correctly.
If you have more than 3 active rollups, you will need to select which 3 you would like to keep active.
Our release process is documented here.
Yes! Unlike Roll-Up Summary Fields in Salesforce, Rollup Helper is able to perform Hierarchy rollups.
Yes! Since Rollup Helper uses normal Custom Fields instead of Roll-Up Summary fields, the rollup can be configured easily without using custom code or triggers.
Yes! The normal Custom Fields populated by Rollup Helper do not count against your Rollup-Summary Field limits.
The error: “UNABLE_TO_LOCK_ROW, unable to obtain exclusive access to this record” is usually caused by one of three things: a User editing a record that is being edited by an asynchronous Rollup Helper job, by Rollup Helper asynchronous jobs attempting to lock the same record, or multiple jobs trying to modify the Validation Helper setting. Some troubleshooting steps could include lowering record scope or disabling “Enable Validation Rule Helper” in Rollup Helper Custom Settings. For additional assistance, please email: firstname.lastname@example.org
Nope! Creating custom filters in Rollup Helper is simple and does not require any knowledge of SOQL.
NOTE: Please click here to view current Salesforce limitations. If you have specific questions on how these limits may affect your usage of our applications in Professional Edition or Group Edition, please contact us.