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

Free

Rating

(342)

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.

342 Reviews
83%
9%
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 342 Reviews Rating: Any Rating Sort By: Review Date

Very useful

Intuitive to use and saves so much time!


0  likes · Comment · Report Abuse
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Customer Support is Awesome!!

I am a sys admin and wanted to use Rollup Helper for summarizing the number of attachments for one of my clients. I had a few issues setting it up my specific rollup but without hesitation, the support team for this app jumped in. Even under the free trial, the support team helped me deploy apex triggers, wrote a custom trigger all so that I could achieve my goal. I am just blown away at the lengths they would go to help. Truly remarkable. Any chance I have to forward them business, I will.


0  likes · Comment · Report Abuse
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Jacob Blair
Nov 13, 2019 at 11:51 AM

Hello Lauren,####Working with attachments in Salesforce can be tricky, our team is always ready to help our clients in getting Rollup Helper working with those tricky objects! We want to make sure everyone is able to be successful with our tool, even those on the free edition!####Thank you for leaving us a review, and the compliments to our team!

Great Service!

While I have limited experience using the Rollup Helper, the customer service of Rollup Helper/Passage Technology was absolutely wonderful. The original phone call was taken by an individual that was kind and helped in everyway she could before asking me to join a roller up helper chat. Customer Service Manager on the chat was knowledgeable and gave pertinent information about how we could schedule to solve the error. Bernadette was a joy to communicate with and explain the issue to. She remained very directly involved in the call and made sure all the concerns were answered. Andrew was the support guru and he was patient with ALL of my questions, explained the coding, why we were using the coding, and most importantly guided me to fixing the error! Thanks to all at Rollup Helper!


0  likes · Comment · Report Abuse
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Jacob Blair
Oct 31, 2019 at 11:16 AM

Hello Chrystal,####That's awesome you were able to connect with us on multiple channels, and had a positive experience every step of the way! Glad to hear you were ultimately able to connect with us over a call to ensure all outstanding questions and issues were resolved!####Thank you for sharing your experience with us, and taking the time to leave a review!

Great Support Team

The product is great in a pinch. I am not a paying customer and had a small problem with one of my rollups. The support team was really great and jumped into our Sandbox to fix on of our triggers so I could enable the rollup in realtime, before one of my deadlines. Thanks guys!


0  likes · Comment · Report Abuse
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Jacob Blair
Oct 02, 2019 at 4:51 PM

Hello Sarah,####Happy to hear Rollup Helper was able to help you get up and running before your deadline! Our support team is always ready to help all users of Rollup Helper to ensure everyone gets the most out of the tool.####Thanks for taking the time to leave us a review!

Excellent customer service

Roll-up Helper is a great product that improves our reporting and data analysis in many ways. The customer support is exceptional with quick turn around in answering questions and offering solutions. I had a roll-up that returned a date in what would be a non-standard format for our system and within an hour of asking for assistance, customer service sent me the formula and all the instructions for setting up a new field to automatically populate with the format we wanted. Great product and great service!


0  likes · Comment · Report Abuse
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Jacob Blair
Sep 27, 2019 at 9:26 AM

Hello Patrice,####Thank you for leaving us a review and the compliments to our team! We are glad that we were able to provide timely assistance to get your use case working quickly!

Very Good Tool to Get Things Done Quickly

Simply put, it helps you get around the limitations on roll-up summary and master detail relationships; both of which can be very difficult limitations when you're trying to get things done quickly. The simple interface and overall ease of use makes it a solid app pick.


0  likes · Comment · Report Abuse
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Jacob Blair
Sep 24, 2019 at 5:16 PM

Hello James,####We appreciate your review and recommendation! Glad to hear you were able to get up and running with the tool quickly, and found it easy to use!

Amazing App and Support - A must have!

With more and more contenders coming to play on the appExchange - This is by far ONE OF MY FAVORITE APPS ALLTIME.####Why?####This app removes headaches and expands functionalities of rollups (even in regards to custom objects.) Imagine what it would be like to able to practically build any rollup to your exact liking with custom filters, logic, and triggers that act in real time or scheduled (hourly, daily, weekly, etc...) Oh wait, that's what rollup helper does.####When we first started using Rollup Helper (which includes 3 free rollups) I had a few questions. But, let me tell you...for being a 'freemium' customer - I received probably the BEST SUPPORT I've ever had out of any company or app. It was beyond refreshing that there was zero hesitation to have one of their solution engineers hop on a call with me to help (more than once)####We will be expanding into the paid version as the use-cases, support, and functionality of this tool are beyond top-notch.


0  likes · Comment · Report Abuse
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Andrew Wagoner
Sep 20, 2019 at 10:12 AM

Hi Chris,####Thank you for taking the time to share your experience with the tool! Making sure our apps are well supported is a big priority for us. We want to make sure everyone who wants to use them are able to be successful.

Nice tool to override salesforce in-app limitations

CPQ Use case : great to roll-up information on parent quote lines such as child discount, quantity and net/regular/special price. (using the required by field)


0  likes · Comment · Report Abuse
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Jacob Blair
Sep 18, 2019 at 4:21 PM

Hello Joakim,####Thank you for taking the time to leave us a review, and share your use case, we appreciate it!

Great Roll-up Tool!

I've been very pleased with this app! It has solved some tricky use cases for our organization. It handles roll-ups that aren't quite possible with DLRS.


0  likes · Comment · Report Abuse
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Jacob Blair
Sep 17, 2019 at 1:53 PM

Hello Adam,####We are very happy to hear that our app was able to solve tricky use cases for your org that were not able to be solved elsewhere! Thanks for leaving us a review!

Exactly what I needed

We had a scenario where we wanted to total the amount of time our agents spent on cases. In the case they have a billable and nonbillable field in "Log A Call". Our roll-up sums all those "Task" fields and puts them on the "Total Time" custom field we added to the cases. It works perfectly!


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Andrew Wagoner
Sep 13, 2019 at 1:32 PM

Thank you for taking the time to write us a review! We are glad Rollup Helper was able to assist in your scenario.

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