Rollup Helper

Rollup any information with clicks, not code

Install Rollup Helper Free Edition

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Super-charge your org with capabilities that normally require extensive coding

With absolutely no coding required, Rollup Helper is an amazing accelerator for your admins, business analysts, and developers. The app can rollup millions of records in Salesforce® and we've designed it to scale with your unique environment constraints. Stop coding where you don't have to and focus on your organization's key goals.

Build mission critical reports and trigger intelligent data-driven workflows

Use Rollup Helper to create data rollups that will provide insights you could never have before. With Rollup Helper, you can turn your data into information even for your most complex rollup scenarios. All data stays safe and secure in your org.

The ultimate Salesforce® admin productivity tool

Get real-time information on your page layouts and spend less time trying to track down your data with unnecessary reports. Create roll-up summaries in Salesforce® without hassle. Since Rollup Helper is not restricted with requiring a Master/Detail relationship between objects, roll-up summary fields in Salesforce® are a breeze. With no "per user fees," Rollup Helper's unlimited user functionality makes it the ultimate Salesforce® productivity tool!

Actionable real-time data for your business process

Rollup Helper brings real-time data to your fingertips. Whether your data is in a standard or custom object, or is part of a Salesforce® or an AppExchange application, you now have the tool you need to get real-time, actionable data for your process.

Custom filtered Salesforce® rollups

Easily create custom rollup filters in both the free and premium editions of Rollup Helper. These custom filters allow you to segment your data to fit your needs, whether they are simple or complex.

Rollup Helper Free Edition includes

  • Three rollups
  • 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

Rollup Helper Premium Edition

$1,740/org/year Pricing displayed is for a prepaid 1 year term, does not include our 30% non-profit discount, and is subject to our standard Master Subscription Agreement.

Rollup Helper features

Rollup Helper is 100% Salesforce® native and comes standard with:

  • Real-time and scheduled rollup functionality
  • Targeted/parent filter functionality
  • Unlimited user and administrator access
  • Access to our excellent support staff
  • Support for Salesforce® Classic and Lightning
  • Plus, all these free features

Upgrade to Rollup Helper Premium Edition for unlimited rollups and priority support. Want to learn more? Take a tour.

Interested in Rollup Helper?

Extend Rollup Helper even further with the Helper Suite Bundle

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Helper Suite is a bundle of Salesforce apps that are trustworthy, easy-to-use, and highly-rated on the AppExchange. Empower admins with Rollup Helper and Lookup Helper, manage Salesforce data with Storage Helper, and improve record details and decision-making with Prioritization Helper.

While each app is useful on their own, the whole is greater than the sum of their parts. Together, they take care of common problems faced by Admins, such as: Data Enrichment, Storage Space, Building & Running Reports, Salesforce User Adoption, and Industry Compliance like GDPR.

The Helper Suite bundle includes special discount pricing for the Premium Editions of Rollup Helper, Lookup Helper, Storage Helper, and Prioritization Helper. Available in single- and multi-year subscriptions, Helper Suite apps are 100% Salesforce native and Lightning-ready.

Install Rollup Helper Free Edition
Update Salesforce Individual records for GDPR with Free Salesforce rollup field data app Rollup Helper