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PWR Rollups
Roll-up on Complex Data Without Code
Freemium
Payment required to increase usage, users, or features. Discounts available for nonprofits.
- Industries
- Horizontal ProductHigh TechTravel, Transportation, & Hospitality
- Business Need
- AnalyticsAdmin & Developer ToolsDashboards & Reports
- Requires
- None
- Compatible With
- Sales CloudService CloudMarketing Cloud Engagement
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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Showing 7 of 7 Reviews
Great App – Easy to Use
PWR Rollups makes creating rollups incredibly simple, using “clicks not code”. The interface is clean and easy to use, allowing you to traverse objects up to 5 levels, ensuring you can create the rollup fields you need for your data. Their support has also been very responsive and helped address any issues I encountered when setting up the app. I would definitely recommend this app to anyone who needs to calculate rollup fields beyond the basic functions offered by Salesforce.
Simple to use
This is a five star product which is very easy to use and does the job with no hassle. Was evaluating all available rollup applications in the market but PWR Rollups has the most simple UI. Also the recalculate feature really helps with legacy data. Made my life easy with this, would recommend this product
Great App
PWR Rollup is an exceptional tool that allows us to summarize data from child records onto parent records with ease, eliminating the need for complex custom code. We found this product to be a game changer for our organization since it supports object hierarchy up to five levels. The installation process for PWR Rollup is simple, with well-defined documentation, and their support team is always available to assist with any issues or questions. The configuration of Rollup actions is straightforward, and the user interface is intuitive, making it simple to configure rollup summaries for both standard and custom objects. PWR Rollup offers a variety of rollup types, including count, sum, min, max, and average, that can be applied to both standard and custom fields. This flexibility allows us to create meaningful summaries that provide valuable insights into our data. The PWR Rollup team provides excellent customer support, responding quickly to our queries and going the extra mile to resolve any issues we encounter. They are open to feedback and suggestions and frequently release updates and enhancements to the platform to ensure we have access to the latest features and functionality. Overall, we highly recommend PWR Rollup to any organization looking for an easy-to-use, flexible, and powerful rollup summary product for Salesforce. It has been a valuable tool for us, providing insights into our data and saving us countless hours of development time.
Great looking app!
Love this! How do I roll up a to a field counting how many Contact Roles are on an Opportunity?
Hello Ben, Thanks for your valuable feedback! Kindly follow the below steps to perform this rollup query: 1. Open the PWR Rollups application, click on the New Button to create a new rollup 2. Select Opportunity Contact Role as the source object and Opportunity as the destination object and click the Next button 3. Select Rollup type as Count and select the destination field on which you want to show the rollup result 4. Enter the details and click on save and make sure you add this field to the page layout 5. Click on the toggle button to make rollup Active and click save 6. Now on the record page of the opportunity object add or delete any Contact Role and you will be able to see results within a minute 7. Or, you can use recalculate functionality: a. From the home page click on the dropdown icon of the rollup you created and click on recalculate b. If needed, you can add custom filters and click on save c. Once the Recalculate operation has started, the application will update all the legacy data and send an email informing the running user that the operation was successful. (This may take time depending on the amount of data). You will now see the Contact Role count on the Opportunity object. Let us know if this helps. Regards, Team Orektic
Won't Install - Salesforce Error
Can't install the package. This package uses old Order Save Behavior and can't be part of orgs that use new Order Save Behavior. For more information, review the Winter '21 Order Save Behavior documentation, or contact the package's developer.
Hello Pathways CRM, Our new package v2.2 with the issue fixes has been released on AppExchange. We request you to please install the new package, please follow the following steps: Install PWR Commons from the link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2v000005tLe4AAE Once PWR Commons is installed please install PWR Rollups from AppExchange. If you need any help or further support, please contact us at support@orektic.com
Hello Pathways CRM, We apologize for the inconvenience caused. We are aware of this issue and has been fixed. Unfortunately, the package is in security review once it is done the same will be available on the AppExchange. For more information and further support please contact us at support@orektic.com Regards, Team Orektic
Great App - Recommended
This App is definitely a time saver for complex rollups without writing any single line of code, its simple to install and configure. In Complex scenarios its works very fine and as gives result as expected and technical support team is very responsive and always there to help Great work Guys!
Wonderful App!
Would definitely recommend - very easy to set up rollups on Lookup fields. Encountered some issues initially but the Orektic Solutions team was very responsive and provided an updated version (PWR 1.3). I am so glad I found this app - will be using it for a lot of our clients.
Hello Kim, Thank you for the review, we are happy to know that our UI is user-friendly. Also, the recalculate functionality is helping your business.