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"Roll-It-Up" Roll-Up Summary Helper
Create Roll-up Summaries for All Relationships with Config Not Code
- Business Need
- Admin & Developer Tools
Roll Up Roll Up......."Roll-It-Up" lets you Roll-Up any Salesforce data in real-time, near real-time, or batch where there is a Lookup or Master-Detail relationship. Your Roll-Up Summaries are no longer constrained by Master-Detail relationships.
Compatibility
- Salesforce Editions
- EnterpriseUnlimitedForce.comDeveloper
App Details
- Version
- Roll-It-Up/Summer '22 1.8.0
- Listed On
- 01/22/2016
- Latest Release
- 03/15/2022
- Supported FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- Native AppNo LimitsLightning ReadyManaged Package
- Package ContentsIf 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: 3Custom Tabs: 3Custom Apps: 2
- Lightning Components
- Global: 1App Builder: 0Community Builder: 0
- Languages
- English
Security
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.
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