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"Roll-It-Up" Roll-Up Summary Helper

Create Roll-up Summaries for All Relationships with Config Not Code

$240   USD/company/year

Discounts available for nonprofits

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Business Need
Admin & Developer Tools

Compatibility

Salesforce Editions
Enterprise
Unlimited
Force.com
Developer

App Details

Version
Roll-It-Up/Summer '22 1.8.0
Listed On
01/22/2016
Latest Release
03/15/2022
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 3
Custom Tabs: 3
Custom Apps: 2
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.8.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/28/2021

Additional Details

Natively Salesforce only allows for Roll-Up summaries on Master-Detail relationships and there are limits. “Roll-It-Up” works on any standard or custom object where a Lookup or Master-Detail relationship is in place. "Roll-It-Up" supports calculations for count, count distinct, sum, average, min & max. Features: * Easy to install and configure - be up and running in minutes * Simple to configure through a rich and functional user interface * Both real time, near real-time and batch calculations are supported * Define rich filter criteria for calculations including the use of SOQL logic * Works with formula fields (where data is not subject to changes picked up in Apex Triggers) "Roll-It-Up" lets you surface summary data for your Lookup & Master-Detail relationships giving you actionable real-time summary data for use in reports, workflow and any of your Salesforce enabled processes. Such calculations are simply not possible using native Roll-Up Summary feature in Salesforce without high risk and expensive coded solutions. This powerful utility lets your Admins, Analysts and Developers execute faster and improve time to value by taking care of the heavy lifting for you.

Need help?

DataColada Pty Ltd

Sydney

Support Phone+61 408 833 307