Rollup Helper - A Declarative Roll-up Platform for Salesforce®

Highlights

• Get around rollup limitations easily.
  -Rollup using lookup relationships, including hierarchy rollups. -Can have more than 25 rollups per object. -Cross-object formula fields in rollup summary filters.
• The ultimate no-code Salesforce® admin productivity platform.
  -Results can be used in flows, validation rules or formula fields. -25 pre-built rollups you can auto-deploy, saving time. -Find settings easily through search or rollup groups.
• An indispensable rollup solution for Salesforce
  -Rollup millions of records in Salesforce. -Rollup Helper will scale with your unique environments. -Create custom filters using the most complex filter criteria without SOQL knowledge.
• Build mission critical reports and trigger intelligent data-driven workflows.
  -Rollup data by account type/location/hierarchy, industry, job title, territory, campaign type, product type, or any segment. -Manage account hierarchy data.
• Starter Tier Additional Features:
  -13 total rollup settings -Priority support Premium Edition Additional Features: -Unlimited rollup settings -Priority support -Grandchild rollups in one setting
• Optimized Data Inputs = Optimized Agentforce & AI Outputs
  - Maximize Agentforce effectiveness with improved data - Elevate customer experiences and satisfaction - Get better internal adoption and results
• Cut admin setup time from days to minutes.
  -Auto-deploy 25 pre-built rollups instead of building each one from scratch. -Automate summaries across lookup, master-detail, hierarchical & cross-object relationships. -Reports & flows are accurate, every time.

What Rollup Helper - A Declarative Roll-up Platform for Salesforce® does

What Are The Top Rollup Helper Use Cases?

-Activity monitoring rollups

-Rollup Asset, Case & Contact to Account

-Lookup rollups

-Account or multiple object hierarchy rollups

-Rollup through Campaign Member or Contact Role

-Customer segmentation criteria rollups

-Rollups for Account-Based Marketing strategy implementation

-Text rollups for Products Purchased, Campaign Names or Call Notes

-1st & Last Rollups

-Custom object rollups

-Rollups for monthly or year-over-year reporting

Features:

-3 rollups in free version

-Real-time & scheduled rollups

-Automate with real-time/async or run manually

-Sum, max, min, average, count, unique count, mode & grandchild rollups

-Checkbox & text rollups

-Create custom filters without knowing SOQL

-Targeted/parent filter functionality

-30 pre-canned date filters, including field to field comparisons

-Support for standard & custom objects (managed or unmanaged)

-Advanced currency management

-Seamless integration with existing configurations

-100% Salesforce® native

-Support for Salesforce Lightning or Classic

-Access to our excellent support staff

-Unlimited rollups with our Premium Edition, available standalone, pairs well with Lookup Helper

Screenshots