Get around rollup limitations easily
Stop coding where you don't have to and focus on your organization's key goals. Rollup Helper is an amazing accelerator for your admins, business analysts, and developers. Rollups can be set up in as little as three steps, and are just as easy to maintain in the future.
Since Rollup Helper is not restricted to a Master/Detail relationship between objects, roll-up summary fields in Salesforce® are a breeze. Yes, this even includes rollups between objects with a lookup relationship and hierarchy rollups!
Unlock intelligent workflows and validation rules using rollups
With Rollup Helper, you’ll create data rollups that will provide insights like you’ve never seen before. And all of this information can be used in flows, validation rules, or formula fields. Get real-time information on your page layouts and spend less time trying to track down your data with unnecessary clicks or reports.
Easily create custom parent and child filters. You don’t need knowledge of SOQL to create the filters, and there’s over 30 pre-canned date filters to choose from. This way you only rollup the data you want.
The ultimate Salesforce® admin productivity tool
Whether your data is in a standard or custom object, or is part of an AppExchange application, your users can find relevant information in one spot. Sales can have their dashboards, and executives will know how KPIs are tracking without asking someone else.
But don't just take our word for it — Rollup Helper has been installed in over 30,000 orgs, and has a 4.7 rating on the AppExchange with hundreds of five-star reviews!
Rollup Helper Free Edition includes
- Three rollup settings
- Unlimited user access (per org) - no "per user" fees!
- Unlimited administrator access (per org)
- Real-time and scheduled rollup functionality
- Sum, max, min, average, and count rollups
- Targeted/parent filter functionality
- Checkbox and text rollups
- Invocable rollups
- Preview rollup results
- Unique count rollups
- Create custom filters without SOQL
- Thirty pre-canned date filters
- Support for standard and custom objects
- Advanced currency management
- Seamless integration with existing configurations
- 100% Salesforce® native
- Support for Salesforce® Classic and Lightning user interface
- Access to our excellent support staff
- Consistent access to stable releases
