Rollup Helper Demo Kit

Demo Org Setup

Installation

Download Rollup Helper from AppExchange (free)
To access premium edition (unlimited rollups), send the Organization ID to support@passagetech.com with subject line "SE demo org" and we'll help set up the org with Rollup Helper Premium.
Make sure the demo user is assigned the “Rollup Helper - All Access” permission set.

Deploy Pre-built Rollups

The Rollup Helper Use Case Library offers the ability to create common use case rollups within a few clicks.

1. Navigate to the “Rollup Helper” tab, and click on “Deploy Pre-Built” rollups. Use cases will be displayed for different target objects. The description column provides information for each use case.
2. Click the “Deploy” action next to the desired use case.
3. Click “Deploy {fieldName} Field” to deploy the target field of the rollup. Fields will be generated with a “rhuc_” prefix for the API name.
1. Fields will get created without permissions set by default. Please navigate to Setup in a different window and select the target object being used in the use case. Select the target field created in Fields & Relationships, and adjust the Field Level Security on the field for the demo user’s Profile.
2. To view the result from the object record’s page, the field will need to be added to the object’s page layout via Setup. Navigate to the object in Setup, click Page Layouts, select a layout, drag the field onto the detail section, and click save.
4. Click “Deploy and Run {useCase} Setting”.
5. Click “Start Rollup Run” to run the rollup manually.

Rollup use cases will be enabled for real time updates if the source object has a trigger deployed. By default, Rollup Helper has triggers deployed and active for Account, Contact, Event, and Task.

To enable real time trigger updates for rollup using other source objects:

1. Navigate to the “All Rollups” tab to find a rollup that does not have a lightning icon listed on the Run Mode column.
   1. If the rollup has a lightning bolt displayed, it is active for real time updates and no changes are needed. 
2. Select the dropdown menu for the rollup in the Action column.
3. Select “Enable Real time” from the dropdown menu.
4. Ensure “Skip running tests other than the test for this trigger?” is enabled, and click “Deploy {object} Trigger”.
5. The trigger will deploy in the background, and the status of the deployment will be displayed on the current page. Please stay on the page to ensure that the deployment message gets populated.
6. After deployment, the rollup will be active for real time updates along with all other rollups that have the same source object.

For more information on enabling real time, read about steps to enable real time in Rollup Helper.

Features

Unlock unlimited rollups and priority support with the premium edition. The premium version includes:

• 25+ rollup scenarios including Count rollups, Sum / Min / Max rollups, Currency rollups (multicurrency and advanced currency), Cross object rollups, and Lookup relationship rollups
  
• Unlimited rollups — can run in real time, be scheduled, or run manually. Limit of three rollup settings in free edition.
• Custom filters without SOQL, 30+ pre-built date filters
• Works with large data volumes

Rollup Helper Use Case: Sales Rep Reporting

See an example of how Rollup Helper makes managing data easier. Other use case suggestions here. 

Part of the Helper Suite

Rollup Helper is a part of the Passage Technology Helper Suite bundle. The Helper Suite is the ultimate Salesforce Admin toolkit. It is a package of our four admin apps - Rollup Helper, Lookup Helper, Storage Helper, and Prioritization Helper. Here are some ways these apps can work together to get even more out of Salesforce.

Need Assistance?

Don’t worry we’d love to help! Below are a couple of resources that may be used when help is needed:

• Rollup Helper Admin Guide 
• Rollup Helper Training And Support Page
• Schedule a One-on-One Demo