Rollup Helper Reviews & Product Details

I am trying to roll the summary data from a child object to a parent object in Salesforce Review collected by and hosted on G2.com.

Essentially saving us from custom coding solutions saves a lot of capital. Admins with little experience can use Rollup helper. The aggregation of Salesforce fields does not allow OTB functionality for reporting metrics has benefited the team. Review collected by and hosted on G2.com.

Get it now and set it up as fast as you can. Review collected by and hosted on G2.com.

Just filling in holes where SFDC cannot sum fields. It's insane that SFDC hasn't bought this company or fixed its own solutions yet. It was a massively helpful addition to our reporting. We were an ad tech company that used a lot of formula fields to properly track our revenue, but if you wanted to sum these up, Salesforce does not currently have that ability. It seems borderline ridiculous that this isn't yet available out of the box from Salesforce, but Rollup Helper allows it with an incredibly easy set up. I've used it at my last 3 companies, and have set it up on my own in all instances. It's so simple that you don't need any help from anyone that is considered an expert or someone directly from the Rollup Helper team. I was able to easily roll it out on my own, and then quickly train up additional users so that they could become the next admin if I'm on vacation or if I move on to another job. Review collected by and hosted on G2.com.

Seriously - 3 rollups are free. If you want to isolate activity by role or by owner or the like, it'll take 2 rollups. But that alone is worth it. Salesforce allows for min, max and count and returns a number. Those limitations are gone with the Rollup Helper - roll up names, dates, amounts, etc, and most importantly, filter the data that gets rolled up! We are finding new ways to use the Rollup Helper all the time, we have scheduled updates and real time updates and my end users are thrilled with being able to see those results so easily within Salesforce. Review collected by and hosted on G2.com.

Here are some examples of rollups we've created:

- MDR Qualified with dates that roll up from the contact to the Opportunity

- Last MDR Activity dates that roll up from tasks and events to the Account

- Last Owner activity dates that roll up from tasks and events to the Account

- Total amount invoiced, and also paid, from our custom billing object to the Account

- Total number of active accounts from our custom SaaS object to the Account

- Which product families are actively being used from our custom SaaS object to the Account (so our sellers can focus on upselling the unused product lines)

- Original Seller at the Acct level based on oldest Opportunity

- Add to lead Score based on certain activity that isn't campaign-based

- How many Closed-Won Opps and what's the value of currently open opps at the Account level

And a ton more - like i said, 40 so far and growing.

So far it's allowed me to more simply automate email notifications and account owner changes, track MDR effectiveness (which helps isolate who needs training and who is a rockstar), create quick hit list views for sellers, update reports and related dashboards with accuracy, and pretty much help summarize information for every department that uses Salesforce - CSMs, Client Partnerships, Sales, MDRs, Accounting and Marketing. Review collected by and hosted on G2.com.

Good tool offering real time conditional rollup. Review collected by and hosted on G2.com.

Rolling up child records with conditional rollup. Review collected by and hosted on G2.com.

If the source object has a relationship with the target object, it should appear in the list. Review collected by and hosted on G2.com.

Makes reporting very easy since you can pull info from one object to another. Review collected by and hosted on G2.com.

If you have a need for getting info up to roll up from one object to another and need more functionality than standard Salesforce, look no further than Rollup Helper. It is a great tool to manage from the admin side and definitely enhances data accuracy when it comes to reporting. Being able to use the rollup outputs in formulas to determine the full potential in an Account is a powerful thing to have. Review collected by and hosted on G2.com.

Getting information from child objects to roll up to their parents. Review collected by and hosted on G2.com.

We are solving an object relationship problem. In Salesforce, the different objects like accounts/contacts/events don't talk to each other very well and to pull them together in reporting is not clean and takes up much more room. Rollup Helper helps us to create formula fields so we can perform these across the board in a succinct manner. Review collected by and hosted on G2.com.

Actionable and real time data for business processes. The results can be used in workflow rules, validation rules or formula fields. Creating custom filters using dynamic filter criteria without SOQL knowledge is the best. Review collected by and hosted on G2.com.

If you run into issue with your apex code and can't fix any error's then realtime updates are reduced to nightly batch processes. Review collected by and hosted on G2.com.

Rollup helper is allowing me to do compile information on Accounts and Opportunities that give us better insight into the data trends. Review collected by and hosted on G2.com.