Cloudy’s Favorite Apps: Rollup Helper

Last week, Cloudy demonstrated how to set up a simple Roll-up Summary field in your Salesforce.com org.  If you are already using Roll-up Summary fields, you know how useful they are for understanding your data and creating meaningful reports.

But if you are a fan of Roll-ups, then you are probably frustrated by their limitations as well!

Roll-up Summary fields can only be created on Master objects in Master-Detail relationships, and there are tight limits on the numbers and configurations of Master-Detail relationships in an org.  If you have run into these limits, you have probably wished that Roll-Up Summary fields could be set up on simple Look-up relationships.

Well now they can!  Rollup Helper, from Passage Technology has created an App that allows you to create Roll-up Summaries almost anywhere.  Not only that, it also expands the concept of Roll-ups beyond counts, sums, and min/max to include concatenated text and formulas.  Consider these cases:

-Display an aggregated count and description of all products purchased on an account record.
-Count the Events or Tasks of a certain type on account or contact records.
-Display the number of campaigns that a contact has participated in.
-Count the numbers of contacts of certain types on accounts.
-Calculate membership renewal dates and amounts, based on information in related records.

The list could go on and on, but perhaps these ideas have sparked your imagination!

Rollup Helper is available in a FREE Community Edition, or as a paid, supported app.  The version that is right for you will depend on your organization’s needs.  The free version is not supported beyond helping you set up your first roll-up, and there is some lag-time on the roll-ups, especially for very large amounts of data.  The paid version includes unlimited tech support to set up your roll-ups and answer questions, as well as fast-paced, real-time calculations on large quantities of data.

Cloudy recommends that anyone who is interested in more roll-ups with more flexibility start with the free version of Rollup Helper.  As your organization gains value from the tool, you will be able to gauge whether you require the additional support and processing power of the paid app.

Cloudy always recommends trying an app for the first time in your Sandbox!  

If you would like help evaluating Rollup Helper for your needs, Contact Us!

Read Cloudy’s reviews of other popular apps: