Rollup Helper: Automate Salesforce Rollup Summaries — No Code Required

Why Enhanced Rollup Functionality Matters

Rollup Helper gets around Salesforce limitations with enhanced Rollup functionality. It allows you to:

•  Overcome limits for creating Rollup summary fields in Salesforce.  
  

• Create custom parent and child filters.

• Do so much more in Salesforce. Check out the advantages of using Rollup Helper vs Other Solutions.  

Why Salesforce Admins Love Rollup Helper  

• Perfect for admins managing data visibility in Salesforce
• Create complex rollups without writing code
• Automate summaries across lookup, master-detail, hierarchical, and cross-object relationships
• Build dashboards with more complete data
• Improve decision-making accuracy
• Provides information that enhances flows, validation rules, or formula fields
• Spend less time trying to track down your data with unnecessary clicks or reports

Rollup Helper’s Key Features

• Point-and-click rollup creation – Rollups can be set up in as little as three steps, and are just as easy to maintain in the future.
• Real-time or scheduled rollups – Rollups can be run on-demand (manually via the "Run" function), on a schedule, or in real-time.
• Supports lookup and master-detail relationships – 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 (parent and grandchild rollups).
• Works with standard and custom objects – 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.
• 100% Native to Salesforce — no external data storage – All your data is processed natively on the Salesforce platform, so we are not consuming any API limits.
• Choose the support option that fits your needs – All editions include access to our excellent support staff via email, live chat, and knowledge articles, with support for Salesforce Classic and Lightning user interfaces.

Rollup Helper Editions: Free, Starter and Premium

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!