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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!
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.
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!
| Free | Starter | Premium | |
| Number of Rollups | 3 | 13 | Unlimited |
| Support | Email, live chat, and knowledge articles | Priority response times | Priority response times |
| Grandchild Rollup | Requires 2 rollup settings | Requires 2 rollup settings | 1 rollup setting |
Our apps work together to help everyone get more out of Salesforce. While Rollup Helper is great for Salesforce Admins, when used in combination with other apps, you can also assist your sales, customer service, and executive teams. Customers report higher satisfaction scores when they use multiple apps together! As an added bonus, if you buy two or more apps, you receive a 10% discount.
Here are some solutions you can create by combining multiple apps together:
Group sales data by team, individuals, or time period
Link all compliance information to an Individual record
Prioritize Projects or Tasks, link records to Projects, and manage clutter
Add or subtract sales intent points based on any field
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