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

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

Overview

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.

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  • Roll-Up data where master-detail relationships do not exist. Avoid the risk and expense associated with coding a solution.

  • Build rich and powerful calculations across lookup relationships and enable data-driven workflows

  • New in Release 1.8 * Internal improvements. Now include field change detection New in Release 1.7 * Historical Rollups on tasks * Security improvements * Easily schedule roll-up batch jobs, detailed error handling and logs

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.

Categories

Business Needs
Admin & Developer Tools
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

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