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Rollup Helper - The Trusted, Scalable, Roll-Up Engine for Salesforce

Free

Rating

(325)

Listed On

6/13/2012

Latest Release

7/12/2018

CATEGORIES

Analytics
Roll up any information in Salesforce with clicks and not code.

With Rollup Helper, you can roll-up any Salesforce® data: Count, sum, max, min, average, percent, lookups, text, formula, and multi-currency roll-ups. Roll-up more data!####Rollup Helper Premium Edition is available standalone or as part of Helper Suite.

325 Reviews
83%
10%
2%
2%
2%
4.7
Average Rating
Share your experiences with the community.
Top Favorable Review

One of my favorite apps!

Roll-up summaries can be so valuable for data insight and reporting, but the salesforce roll-ups have so many limitations - both in what and how many things you can roll up. Rollup Helper is a game changer! I am constantly recommending that my clients give it a try. Read more on my recent blog review: http://cloudycumulus.blogspot.com/2013/04/cloudys-favorite-apps-rollup-helper.html


12  likes · Comment · Report Abuse
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Entaire Admin
Jul 30, 2013 at 2:16 PM

Excellent Product! As a financial services company, we needed dozens of roll-up summaries at every level of our very custom Salesforce org, and Rollup helper was exactly what we needed to accomplish this, and get around the annoying Salesforce rollup summary limits. I also love how we can use dynamic rollup date criteria, and roll up into objects that do not have a master-detail relationship. The support is fantastic, as well!

Stephanie King
Apr 04, 2016 at 12:36 PM

Three years after my first review, and I'm still using Rollup Helper with new clients. My review article has moved to: http://redpathcg.com/cloudys-favorite-apps-rollup-helper/

Celly Lima
Oct 15, 2018 at 3:01 AM

I´m wondering if it´s possible to use Rollup Helper to summarize Fields on the same custom object.. Do you have an idea?####Thank you.##Marcelly

Top Critical Review

Nice Idea

This was really easy to setup and use - but I had to upgrade to use filters. That was a deal killer for me especially as I usually pay $50-70 for a simple trigger to do the same thing and this would work out at $59/year - a large cost over time.


4  likes · Comment · Report Abuse
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Brent Gossett
Jul 01, 2013 at 4:47 PM

Filters are a free feature now

Chen Zang
Mar 10, 2017 at 2:01 PM

who do you hire for $50-$70 for simple triggers? do you mind sharing their contact info?

Steven Danschutter
Apr 05, 2017 at 8:36 AM

Chen's comment is real-life comedy.

Customer Reviews 325 Reviews Rating: Any Rating Sort By: Review Date

The roll-ups Salesforce doesn't provide

We needed to add roll-up fields to Account and a custom object related to Account, referencing each other. Salesforce didn't allow us to do that. Roll-Up Helper did. We are pleased with the outcome.


0  likes · Comment · Report Abuse
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Jacob Blair
Jul 15, 2019 at 10:42 AM

Hello Martin,####Rollup Helper is a great way to expand the native rollup functionality to work across lookup fields instead of just master-detail, thanks for leaving us a review!

Uninstalled Due To Trigger Failures

We used the product for a few months and it conflicted with bulk operations (daily bulk data updates) in a way it shouldn't have. We have been updating our contacts on daily basis but we got "CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY: rh2.PS_Contact_Describe_Async: System.LimitException: Apex CPU time limit exceeded" but interesting part is that we didn't have ANY ROLLUPS on contact object. We asked passage tech support to remove the default contact trigger that runs rampant on our system, they said that it is not possible. They tried to tweak the rollup helper system settings but it didn't work either. So we decided to remove the application, guess what!, another problem. We couldn't remove it ourselves, support guys helped remove it from our system. I only explained our experience.. In the end we set up our own rollups using PB + Flow.


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Jacob Blair
Jul 02, 2019 at 3:57 PM

Hello Korhan,####I apologize for the issues you experienced with CPU time on the contact object. Given there were no Rollup settings on contact our trigger would not do any processing. However, it does still fire to check for active rollups. CPU time is a shared resource, and when the limit is hit the error is logged against the last trigger to run not necessarily the process which consumed the most time.####Regarding the uninstall there were custom deployed triggers, which have to be removed first because they reference our managed package. This is true for the uninstall of any package. We now have on our roadmap a way to easily remove all custom deployed triggers with a single action instead of removing them individually in order to help make this process easier in the future.####I am glad support was able to assist you through the uninstall process. ####We do offer free one-on-one work sessions available on our website to help you get started with Rollup Helper. We would welcome the opportunity to work with you again.####We have available time slots here:##https://www.passagetechnology.com/any-product-one-on-one

Exactly what we needed

Instead of spending cycles on building a component that would sum up related records, Rollup Helper did exactly what we needed in a fraction of the time. Their support team is responsive, and the directions are so easy to follow. Great product!


0  likes · Comment · Report Abuse
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Andrew Wagoner
Jun 27, 2019 at 12:44 PM

Hello Nate,####Thanks for leaving a review! Glad to hear you've found the UI for creating Rollup Helper settings easy. We are sure it will continue to save you and your team time.

Excellent Support

Even on the free version, this team is very dedicated and helpful. There was no pressure to upgrade when they realized I do not yet have that need. Looking forward to trying out more products and building out capabilities as my approach to managing my data becomes more sophisticated.


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Andrew Wagoner
Jun 24, 2019 at 8:56 AM

We love our free users too, and we look forward to assisting you as your data becomes more sophisticated.

Excellent Product for any business

I have found Roll-up Helper to be exceptional in assisting our team to create simple rollup fields across all objects. We can create full summaries in minutes and roll them out to all our records.##Great for tracking profits on jobs and all different types of resources allocated to multiple objects across multiple record types.##Recommend it to anyone!


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Jacob Blair
Jun 20, 2019 at 11:07 AM

Hello Matt,####We appreciate the review and recommendation! Rollups are great for creating valuable information that would otherwise have to be done with code!

Amazing. Solves big needs in minutes!

I'm only reviewing the free version, but I must say, Rollup Helper is incredibly impressive. I had been trying to create fields for Last Event as well as Last Call/Email (pulling out our marketing emails), and finally Total Account Revenue. Yes they can be done other ways, but the other solutions I attempted to put together were way more cumbersome, and took way more planning to avoid any unwanted inaccuracies. ####I was able to use Rollup Helper to get all 3 fields build, and passing all my testing in about 30 minutes total, with no previous experience using the app. Now that's impressive, and efficient.


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Jacob Blair
Jun 14, 2019 at 9:57 AM

Hello Mitch,####Happy to have you as a free user of the tool, you can't find implementation speed like that anywhere else! Thanks for leaving us a review, and your recommendation!

Great App

Really powerful tool, super versatile, definitely recommend.


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Jacob Blair
Jun 07, 2019 at 4:59 PM

Hello Matt,####Thank you for taking the time to leave us a review and your recommendation!

So easy/effective - Great Customer Service!

This app does exactly what is says it will and combined with built-in SF functionality, thats a lot! I had no way to build half the analytics my company currently tracks without Rollup Helper.####The customer service is the best I have worked with at a tech vendor. Fast responses and knowledgable advice. I've never had a even a very difficult question/issue persist for more than a day or two because they take the time to understand your use case and give pointed/clear insight.####Couldn't recommend more!


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Jacob Blair
May 17, 2019 at 2:54 PM

Hello Matt,####Thank you for taking the time to write us a review, the compliments to our team, and your shining recommendation!

Just so flexible

All the things you wished rollups could do, you can do with RH. Their support team were really helpful too when I failed to RTFM and forgot to assign admins the permission set required to schedule rollups


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Jacob Blair
May 16, 2019 at 12:51 PM

Hello Dev,####Thanks for leaving us a review, glad we could help resolve that permission issue for you easily with the permission set!

My First App Install in a new Org

I have used the roll up helper in a few SF orgs.##It solves 2 major pain points of a modern SaaS company:##1. Having multiple active opps for a single account - thanks to roll up we can see the total ARR.##2. Having a multi touch sales process for each lead - roll up makes sure we understand all the interactions we've had at the lead\contact level.####The 5th star is for having a super awesome support team - even though I explicitly said I am on the free tier they were responsive and solved my issues.


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Jacob Blair
May 14, 2019 at 10:31 AM

Hello Ephy,####Thanks for the review, and the compliments to our team! Those are some great use cases to solve with Rollup Helper!

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