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.
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.
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.
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 is 100% Salesforce® native and comes standard with:
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.
We probably have a dozen different separate rollups pulling in information from the daily stats that are identifying risks, use cases, and looking for specific product features. We basically consider our customers activated based on the features Rollup Helper is pulling in from what we call the “daily stats object” into the account. Even if data is on the same platform, you need objects to talk together. Rollup Helper is a really important gap filler for that part of the functionality and it works well—it’s self-documenting, and there are health checks.