Rollup Helper

Super-charge your org without extensive coding

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 since it requires no code. This makes it simple to set up rollups, as well as maintain in the future.

Build mission critical reports and trigger intelligent data-driven workflows

With Rollup Helper, you’ll create data rollups that will provide insights like you’ve never seen before. 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 hierarchy rollups! And all of this information can be used in workflows, validation rules, or formula fields.

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 clicks.

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.

Custom parent and child filters

Easily create custom rollup 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 get the data you want.

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 features

Upgrade to Rollup Helper Premium Edition for unlimited rollups and priority support, plus all of the features in the Free Edition. Want to learn more? Take a tour.

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.