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Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

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KPI App

Visual Rollup Summary

Overview

  • It can let you show data from picklists, texts, currency, and number fields.

  • It giving you a large and easy variety to customize.

Using our app you can easily drag and drop components on lightning app builder to view sum information of all child records on the parent record page. It can let you show data from picklists, texts, currency, and number fields giving you a large and easy variety to customize. This is a better alternative to Roll Up summary as using this method, you can choose how to display the different roll ups based on profile without needing to create different fields for each profile.

Categories

Business Needs
Dashboards & Reports
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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