In this particular App Spotlight, we are going to take a deeper look into one of the more popular apps available on the AppExchange – Rollup Helper. So many times there is a need to aggregate data at a parent record level with a rollup summary with the values at the child record level. Unfortunately, standard field types will only allow this if there is a Master/Detail relationship between the objects – this is where Rollup Helper comes in.
Rollup Helper creates rollup summaries between objects, without the required Master/Detail relationship and with “no code required”. Now objects with any relationship in salesforce can now begin to share/rollup data between each other, through the Rollup Helper tool.
Some additional features include:
Rollup summaries between both Standard & Custom Objects
Rollups can be real-time or set to a schedule
Target and filter on specific records you want to rollup
Supported in both Classic & Lightning
Over 22+ Rollup Scenarios are supported
Unlimited User and Administrator access
Rollup Helper also offers a “3 Free Rollups” per Org, to help you get started and get a great feel for what the tool has to offer. Need more than 3? Upgrade to Rollup Premium for unlimited rollups in your Org. The Rollup Premium is a one-time subscription for your org and there are no user license fees to consider.
Our team has extensive experience leveraging this tool helping you boost productivity and provide real-time actionable data for your teams. You can find Rollup Helper here on the AppExchange marketplace.