Problem: Within Salesforce, it is not possible to do hierarchy rollups without Apex coding. Standard Roll-summary fields will not support these types of roll-ups.

This is one of Rollup Helper's most popular use cases. You can rollup information from one child record to another parent record and up to the grand-parent. Rollup Helper can even help you in cases where you want to roll-up information for parent and child records that are on the same object, such as is the case with child accounts to parent accounts or child campaigns to parent campaigns.

In many cases reporting through an Account hierarchy can be challenging whether you want to see a dollar value of closed won Opportunities, count a number of Contacts or in our example to see a total number of employees on a Parent Account.

Need help setting up hierarchy rollups?
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