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Use Cases


Use Cases


Thank you - Rollup Helper

Thank you - Rollup Helper

Thank you for your Rollup Helper Premium Edition order!


Take a Tour

Take a Tour

Rollup Helper Tour

Point. Click. Rollup.

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.





See what our customers are saying about their experience!

Rollup Helper has dramatically increased our ability to deliver real-time data to our employees and customers. We have dozens of rollups across a variety of objects and have found the Rollup Helper team to be very helpful and responsive. I would highly recommend the app for anyone needing greater flexibility with their data aggregation within Salesforce.
— Nick Sorensen, American HealthCare Lending
I’ve being using the app for almost two months now, and I love it! This is an amazing tool that has brought together data, summarizing the fruits of the outreach team’s labor...
— Kalue Her, The Emily Program
Rollup Helper helped give our organization the information we needed to better support our Fellows. It forced us to truly use Salesforce because we had the functionality we needed and it significantly reduced the number of reports that we had to export to Excel to further manipulate.
— Topher Rinek, OneGoal
Rollup Helper is a god-send for admins with limited developer resources by providing a cost-effective solution that is easy/intuitive/quick to use with practically unlimited use-cases.
— Vishal Rana, Vertafore, Inc.
Each project is specially tailored to meet the needs of our clients. Often complex roll-ups have required additional hours and cost in order to leverage programmers. However, with the use of Roll-Up Helper we are able to implement a wider range of roll-ups at a lower cost for our clients.
— Todd Hash, Salesforce Partner, Force By Design
Rollup summary fields are a vital feature of Salesforce, but the out of the box functionality available is limited in a number of ways, such as no
support for lookup relationships, text fields, complex formulas...Rollup Helper fills these gaps very nicely by enabling unlimited rollups across all standard and custom objects!
— Mark Miller, Car Loans, Inc.
...When I thought of all the times I would need to spend to write my own code to accomplish rollups, this purchase was a no-brainer. I used the wizard to create other rollups in less than 5 minutes. This app has proven itself to be indispensable and has been one of the few apps that have demonstrably made administering and developing Salesforce far easier..
— Garry Fuller, New Jersey Academy for Aquatic Sciences
I downloaded the free version which gives you 3 roll-up fields (and which must be “run” to get the most up-to-date values in the free version). The power in this app is that you can roll up based upon look-up relationships vs. master/detail relationships. If you have a look-up relationship between 2 objects, then you can create a roll-up field between them. Highly recommend!
— David Hungness, The Chicago Community Trust
Rollup Helper is a tremendous value and I highly recommend the paid version for Salesforce admins. While it does overcome the rollup summary field limit Salesforce imposes, which in itself makes it worthwhile, what makes it invaluable is that it can do so much more than a standard rollup field. The Salesforce admin will no longer be constrained...
— Gregg Sherrington, Fidelity

Rollup Helper FAQs

Rollup Helper FAQs

Where do I go for help?

We recommend that you join our Salesforce Success Community. 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.

You may also contact us via email.

How are the rollups run?

Rollups can be run on-demand (manually via the "Run" function), on a schedule, or in real-time.

What do I get for free with Rollup Helper Free Edition?

In this free version, you get 3 active rollups that can be run on a schedule. To view a full list of Rollup Helper Free Edition features, click here.

Does Rollup Helper Free Edition have real-time capability?

No, but if you need real-time rollups you can upgrade to Rollup Helper Premium Edition.

I need to schedule more than 3 rollups, what do I do?

Consider upgrading to the Rollup Helper Premium Edition to get unlimited scheduled or even real-time rollups.

I'm concerned about Rollup Helper consuming Salesforce resources or reaching the governor limits, should I be concerned?

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. We also offer a 30 Day Satisfaction Guarantee to give you peace of mind. Furthermore, all your data is processed natively on the Salesforce platform, so we are not consuming any API limits.

Are there any "per user" fees associated with Rollup Helper Premium Edition?

No. Rollup Helper Premium Edition features unlimited users, and you do not pay any additional fee for each individual user.

I deploy Apex code into production. Will Rollup Helper interfere with this process?

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:

  • Managed package code is not included in the required code coverage calculation for deployment.  The 75% requirement is on all Apex code in your org's namespace.  Managed code has its own namespace, so it is not included.
  • When deploying to production, all tests in your org's namespace will be run.  Managed tests will not be run by default. 
  • If the deployment package explicitly marks runAllTests to true, managed tests will also run.  These will need to execute without any failures should the flag be set.  Despite this, the 75% requirement for code coverage is still only on unmanaged code.

If for some reason you are concerned with setting "RunAllTests = false", we guarantee that Rollup Helper will still function correctly. 

If I purchase Rollup Helper Premium Edition and my license expires / lapses, what happens?

Your rollup fields will stop auto-calculating in real-time, but your rollup fields and existing data in them will still exist.

What is your release process?

Our release process is documented here.

Can you roll-up information from a child Roll-Up Summary field to the Parent Account?

Yes! Unlike Roll-Up Summary Fields in Salesforce, Rollup Helper is able to perform Hierarchy rollups.

Can Rollup Helper roll-up information from Contacts to Accounts?

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.

What if I have reached my limit for creating Roll-Up summary fields in Salesforce? Can I still use Rollup Helper?

Yes! The normal Custom Fields populated by Rollup Helper do not count against your Rollup-Summary Field limits.





Rollup Helper Pricing Calculator

Rollup Helper Pricing Calculator


Rollup Helper Free Edition Features

Rollup Helper Free Edition Features

Rollup Helper Free Edition features:

  • Supports custom or standard objects
  • Sum, max, min, count, text & checkbox rollups
  • 3 free rollups
  • 30 pre-canned date filters
  • Create custom filters. No need for SOQL expertise
  • Unlimited users. No "per user" fees
  • Advanced currency management
  • Supports Salesforce LEX (Lightning Experience) User Interface
  • Rollup settings will work flawlessly with any existing configuration.
  • Access to our excellent support staff