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PWR Rollups

Roll-up on Complex Data Without Code

Overview

You can roll-up any Salesforce data upto five levels of object hierarchy. Quickly configure Count, Count Distinct, Average, Sum, Max, Min, Concat, and List roll-ups. Roll up the data you need on records, list views, or reports with custom filters!

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See How PWR Rollups Works

  • Functionality : - Declarative Roll-ups up to 5 levels of the object hierarchy - Supports Master-Details & Lookup Relationships including custom and other managed package objects - Auto recalculate the rollup result on record deletion

  • User-Friendly UI : - Simple UI to select up to 5 levels of the object hierarchy - Ability to add multiple rollups from the same screen - Create new fields directly from the same screen, skipping lengthy processes.

  • Booster: - Recalculate tool: Recalculate the newly created rollup on the existing records - Here users can apply custom filters to update the specific records - Auto-Recalculate roll-up result on new and existing parent objects on records reparenting

  • - Advanced Min and Max with additional mappings - Concat and List rollups - Expands rollup capabilities to include Average and Count Distinct - Supports qualifiers like "Starts with," "Contains," "Does not contain," "Includes," "Excludes," and "During"

  • - Rollup on External Objects - Schedule Rollup Recalculation - Perform aggregation operation on formula fields - Bulk publish and delete rollups - Clone Rollup - Get CSV report on failed records with email notification

Upon installing, PWR Commons (a pre-requisite app) will get installed. Where you can see the latest versions of all our applications including PWR Rollups and install. Salesforce supports rollup only in Master-Detail and the other tools available in the market are supporting roll-up operations for master-detail and lookup relationships but only for a single level of hierarchy. To achieve a multilevel hierarchy rollup, users have to create multiple rollups on the different objects or must have to write triggers. PWR Rollups is a cloud-based app that supports up to 5 levels of the hierarchy and solves complex level scenarios without writing a single line of code. Rollups can be created in a few clicks in the PWR Rollups and new fields can also be created from the same screen. Free Edition Feature: - Supports up to 5 levels of object hierarchy including self-lookup - 3 active rollup actions - Recalculate rollup operations on existing records - Create a Custom Filter without SOQL - Support for standard, custom, external, and objects from other managed package - Support for Salesforce Lightning Experience user interface - Advanced Min and Max with additional mappings to field

Categories

Business Needs
Analytics
Admin & Developer Tools
Dashboards & Reports
Industries
Horizontal Product
High Tech
Travel, Transportation, & Hospitality
Personas
Administrator
Architect
Consultant
Features
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Lightning App Builder

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