RollUp Magic - Power Up Your Roll-Ups

OVERCOME SALESFORCE ROLLUP LIMITATIONS Create custom rollup summary fields on SF objects with master-detail & lookup relationships – no Apex triggers required. Simplify data aggregation by managing & modifying rollup summaries with an intuitive UI.

TRACK ROLLUP SUMMARIES WITH DASHBOARD Oversee rollup summary performance, monitor scheduled jobs, & identify rollup usage across objects, & ensure data accuracy by tracking rollup execution & errors–all from a single place, RollUp Magic Dashboard.

EFFORTLESS ROLLUP SUMMARY MANAGEMENT Create, view, edit, delete, activate, and deactivate rollup summary fields with an intuitive no-code UI. Get smarter data insights with support for multiple data types – text, currencies, checkboxes, and more.

SCHEDULE ROLLUP SUMMARY EXECUTION Easily create rollup summary fields and schedule their execution at a predefined time. Specify date, start time, & frequency (weekly/monthly) to automate rollup updates at set intervals for timely data aggregation.

ADVANCED AGGREGATE FUNCTIONS Effortlessly create rollup summary fields with powerful aggregate functions such as Sum, Count, Min, Max, Average, Existence, Any-Active, Mode, & Concatenation. Gain control over data calculations & drive smart decisions.

AGGREGATE FROM GRANDCHILD OBJECTS Create rollup summary fields across 3 levels of relationships–Parent → Child → GrandChild. Aggregate key metrics from grandchild objects to parent records, enabling deeper analysis and enhancing reporting accuracy.

IMPORT/EXPORT ROLLUP SUMMARY FIELDS Seamlessly manage rollup configurations by importing from or exporting to CSV/XLS files. Easily migrate rollups across Salesforce orgs, restore backups, or share settings across environments—ensuring data integrity.

CREATE PARENT/CHILD FILTERS Define custom filters for both parent & child objects without writing SOQL queries. Tailor data aggregation to meet specific business needs, ensuring accurate reporting and better insights—all with a simple, no-code setup.