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Rollup Helper
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Rollup Helper
By Passage Technology
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4.3 out of 5 stars
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Rollup Helper Reviews & Product Details - Page 2

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Rollup Helper Overview

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What is Rollup Helper?

Roll up any information in Salesforce with clicks and not code. With Rollup Helper, you can roll-up any Salesforce® data: Quickly configure count, average, percent, lookup, text, formula, sum, max, min, hierarchy, multi-currency roll-ups and more. Roll up the data your users need on records, list views, or reports! Get around rollup limitations. -Rollup using lookup relationships, including hierarchy rollups. -Can have more than 25 rollups per object. -Cross-object formula fields in rollup summary filters. No-code Salesforce® admin productivity platform. -Use results in flows, validation rules or formula fields. -25 pre-built rollups you can auto-deploy. -Find settings easily through search or rollup groups. An indispensable rollup solution for Salesforce -Rollup millions of records in Salesforce. -Scale with your unique environments. -Create custom filters using the most complex filter criteria without SOQL knowledge. Build reports and trigger intelligent data-driven workflows. -Rollup data by account type/location/hierarchy, industry, job title, territory, campaign type, product type, or segment. Starter Tier Additional Features: -13 total rollup settings -Priority support Premium Edition Additional Features: -Unlimited rollup settings -Priority support -Grandchild rollups in one setting

Rollup Helper Details
Discussions
Rollup Helper Community
Languages Supported
English
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Product Description

With Rollup Helper, you can roll-up any Salesforce data: Count, sum, max, min, average, percent, lookup rollups, text, & multi-currency roll-ups. Roll-up more data!

Seller Details
Seller
Passage Technology
Year Founded
2008
HQ Location
Lake Forest, IL
Twitter
@passagetech
406 Twitter followers
LinkedIn® Page
www.linkedin.com
33 employees on LinkedIn®
JD
Overview Provided by:
John Duoba

Recent Rollup Helper Reviews

Verified User
A
Verified UserMid-Market (51-1000 emp.)
4.0 out of 5
"Rollup Helper Review"
Rollup Helper can help me to achieve something that Salesforce did not offer in their product out of the box.
Read more
Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"Easy Rollups in Salesforce!"
Some great things about the roll-up helper are its ease of installation and its ability to roll up summary non-related objects. I also like the eas...
Read more
Alex B.
AB
Alex B.Mid-Market (51-1000 emp.)
4.5 out of 5
"Helpful Tool Makes Up For SFDC Inadequacies"
The biggest win for me and my team was always the ability to sum fields that SFDC couldn't do with it's native tech. Summing formulas, or other ran...
Read more
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0 people requested security information

Rollup Helper Media

Rollup Helper Demo - Rollup Helper
Actionable, real-time data with clicks, not code More productivity for your users Get more out of Salesforce
Rollup Helper Demo - Supports 25+ rollup scenarios
Never be limited by Master-Detail relationships again!
Rollup Helper Demo - Fulfills many rollup needs
Rollup to any standard or custom object
Rollup Helper Demo - Create custom filters without SOQL
No coding needed
Rollup Helper Demo - Free Edition Features
3 rollups in free version, unlimited rollup settings in premium
Rollup Helper Demo - Real-time
Enable real-time, schedule, or manual run rollups.
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Have you used Rollup Helper before?
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16 Rollup Helper Reviews

4.3 out of 5
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16 Rollup Helper Reviews
4.3 out of 5
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4.3 out of 5
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Overall Review Sentiment for Rollup HelperQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Verified User in Real Estate
AR
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Rollup Helper?

I like rolling up objects where a master relationship does not exist. Review collected by and hosted on G2.com.

What do you dislike about Rollup Helper?

I do not have any dislikes. The product does exactly what I expect of it. Review collected by and hosted on G2.com.

Recommendations to others considering Rollup Helper:

Try the free version for PoC before purchasing a license. Review collected by and hosted on G2.com.

What problems is Rollup Helper solving and how is that benefiting you?

Quickly rollup active contracts to the account.

Tally the number of activities.

Adds additional data points to slice the data. Review collected by and hosted on G2.com.

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Verified User in Computer Software
AC
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Rollup Helper?

They offer a free version of all their products with full-functionality. It gets you the information you need to see in the right spot with a few clicks! Review collected by and hosted on G2.com.

What do you dislike about Rollup Helper?

I have not found much that I don't like about Rollup Helper! Review collected by and hosted on G2.com.

Recommendations to others considering Rollup Helper:

Try the free version first! Once you realize how easy it is to use and all the things you can do with it - you will want more! Review collected by and hosted on G2.com.

What problems is Rollup Helper solving and how is that benefiting you?

We have a multi-tier hierarchy within our CRM and pulling data from the child accounts and rolling them up a few levels is not natively available. With Rollup Helper, I am able to get all the information my reps need to see in one place. It provides better insight into the account in a quick glance. Additionally, you can rollup text, activities, etc. it does not have to be a numerical field! Review collected by and hosted on G2.com.

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Paola C.
PC
Event and Data Management Specialist
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Rollup Helper?

It is so easy to use. We downloaded this app because we were having a hard time getting fields from salesforce to pull up that were not parent child related. This was a huge help. The first 2 or 3 fields are free Review collected by and hosted on G2.com.

What do you dislike about Rollup Helper?

Really nothing to not like about this app. It really helps up get out of the bind we were in and it continues to help us in the same area. Review collected by and hosted on G2.com.

Recommendations to others considering Rollup Helper:

maybe provide more free fields for non profits before charging Review collected by and hosted on G2.com.

What problems is Rollup Helper solving and how is that benefiting you?

getting roll up to work when Salesforce doesn't. Great application and its great that we get a few fields for free before we have to purchase it, Review collected by and hosted on G2.com.

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Verified User in Import and Export
UI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Seller invite
What do you like best about Rollup Helper?

Process maybe added to anywhere and it is all connected in a chain and is sometimes too primitive to be good Review collected by and hosted on G2.com.

What do you dislike about Rollup Helper?

In the SALES FORCE it is all quite complicated and few steps behind to other bespoke developed systems Review collected by and hosted on G2.com.

Recommendations to others considering Rollup Helper:

Do exact objectives and road map for your processes Review collected by and hosted on G2.com.

What problems is Rollup Helper solving and how is that benefiting you?

Add some functions into the SALESFORCE.

Benefit is to add whatever you want, but it is not too excellent Review collected by and hosted on G2.com.

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Madurey V.
MV
Salesforce developer
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Rollup Helper?

1.Ability to create rollups between records that have a look up/ hierarchial relationship.

2.Ease of use

3.Ability to check errors (Health Check)

4. Ability to schedule the roll up jobs and to execute the jobs real time Review collected by and hosted on G2.com.

What do you dislike about Rollup Helper?

1.The rollups are executed in a batch mode which might lead to delay in execution.

2. The rollups execute their own trigger in parallel to the Apex tiggers which might lead to 'Unable to lock

row errors' . Review collected by and hosted on G2.com.

Recommendations to others considering Rollup Helper:

Very easy to use this product. Review collected by and hosted on G2.com.

What problems is Rollup Helper solving and how is that benefiting you?

We create rollups between records that have a look up/ hierarchial relationship. Review collected by and hosted on G2.com.

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Verified User in Education Management
AE
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Rollup Helper?

We have more rollup fields available and more options for filtering and which fields we can rollup and filter on. Review collected by and hosted on G2.com.

What do you dislike about Rollup Helper?

Sometimes we get unexpected errors or fields not triggering, but support has been good Review collected by and hosted on G2.com.

What problems is Rollup Helper solving and how is that benefiting you?

The ability to rollup number of child records that meet certain criteria as well as pulling the most important child record information onto the parent record. Review collected by and hosted on G2.com.

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