Rollup any information with clicks, not code
Rollup Helper gives you:
Rollup Helper is an awesome accelerator for admins, business analysts, and developers. The app can rollup millions of records in Salesforce, and it’s designed to scale with unique environment constraints – no coding required.
Turn data into information for the most complex rollup scenarios, plus all data stays secure in your org. Whether data is in a standard or custom object, or is part of an AppExchange application, end-users can get real time, actionable data for their processes.
End-users get more out of their Salesforce engagement – easily and affordably. Check out the Rollup Helper Overview page for more information and you'll understand why over 400 Salesforce partners use Rollup Helper!
See some of the major benefits Rollup Helper can provide to any organization:
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.
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:
For more information on enabling real time, read about steps to enable real time in Rollup Helper.
Unlock unlimited rollups and priority support with the premium edition. The premium version includes:
See an example of how Rollup Helper makes managing data easier. Other use case suggestions here.
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.
Don’t worry we’d love to help! Below are a couple of resources that may be used when help is needed:
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