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Rollup Helper - A Declarative Roll-up Platform for Salesforce®
Roll up any information in Salesforce with clicks and not code.
Freemium
Payment required to increase usage, users, or features. Discounts available for nonprofits.
- Industries
- Horizontal ProductFinancial ServicesHigh Tech
- Business Need
- AnalyticsAdmin & Developer ToolsDashboards & Reports
- Requires
- None
- Compatible With
- Financial Services CloudHealth CloudGovernment Cloud
With Rollup Helper, you can roll-up any Salesforce® data: Quickly configure count, average, percent, lookup, text, formula, sum, max, min, hierarchy, multi-currency roll-ups and more. Roll up the data your users need on records, list views, or reports!
Highlights
Get around rollup limitations easily. -Rollup using lookup relationships, including hierarchy rollups. -Can have more than 25 rollups per object. -Cross-object formula fields in rollup summary filters.
The ultimate no-code Salesforce® admin productivity platform. -Results can be used in flows, validation rules or formula fields. -25 pre-built rollups you can auto-deploy, saving time. -Find settings easily through search or rollup groups.
An indispensable rollup solution for Salesforce -Rollup millions of records in Salesforce. -Rollup Helper will scale with your unique environments. -Create custom filters using the most complex filter criteria without SOQL knowledge.
Build mission critical reports and trigger intelligent data-driven workflows. -Rollup data by account type/location/hierarchy, industry, job title, territory, campaign type, product type, or any segment. -Manage account hierarchy data.
Starter Tier Additional Features: -13 total rollup settings -Priority support Premium Edition Additional Features: -Unlimited rollup settings -Priority support -Grandchild rollups in one setting
Optimized Data Inputs = Optimized Agentforce & AI Outputs - Maximize Agentforce effectiveness with improved data - Elevate customer experiences and satisfaction - Get better internal adoption and results
Provider Details
Passage Technology
Lake Forest, Illinois, United States
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
- Pledge 1%
Founded
2008
Phone
+1 (224)-655-6779Since 2008, Passage Technology has been the trusted provider of easy-to-use native Salesforce apps and high-quality development services, empowering over 27,000 customers with administration and project management tools, as well as custom business solutions. Admins can take more off their plate with our apps Rollup Helper, Lookup Helper, and Data Quality Helper. Improve project management and other business processes with Milestones PM+, Prioritization Helper, and Work Trail. Passage Technology is a registered Salesforce Consulting Partner, an original AppExchange Partner, and an Inc. 5000 company headquartered in Lake Forest, Illinois.
Pricing Details
Freemium
You can use this limited solution for free, but must pay to increase usage, users, or features. Discounts available for nonprofits.
Starting at $1,740/org/yr for more than 3 rollups. Install free edition today to get started.