Rollup Helper

Rollup Helper is a Salesforce-native application designed to simplify data aggregation without requiring code. It enables users to create roll-up summary fields across standard, custom, and AppExchange objects—even between lookup relationships—making it a powerful tool for admins, analysts, and developers.

Unlock intelligent workflows and validation rules using rollups

With Rollup Helper, you’ll create data rollups that will provide insights like you’ve never seen before. And all of this information can be used in flows, validation rules, or formula fields. Get real-time information on your page layouts and spend less time trying to track down your data with unnecessary clicks or reports. Easily create custom parent and child filters. You don’t need knowledge of SOQL to create the filters, and there’s over 30 pre-canned date filters to choose from. This way you only rollup the data you want.

The ultimate Salesforce® admin productivity tool

Whether your data is in a standard or custom object, or is part of an AppExchange application, your users can find relevant information in one spot. Sales can have their dashboards, and executives will know how KPIs are tracking without asking someone else.

Features

• No-code rollups across lookup and hierarchy relationships
• Real-time and scheduled rollup execution
• Support for standard and custom objects
• Advanced filtering with over 30 pre-built date filters
• Rollup types: sum, max, min, average, count, unique count, checkbox, and text
• Invocable rollups for use in flows and automation
• Preview rollup results before applying
• Custom filters without SOQL knowledge
• Support for Salesforce Classic and Lightning
• Advanced currency management

Capabilities

• Aggregate millions of records efficiently
• Create intelligent workflows using rollup data
• Integrate rollups into validation rules and formula fields
• Enable targeted data insights for dashboards and KPIs
• Seamlessly integrate with existing Salesforce configurations

Benefits

• Boosts productivity for Salesforce admins and developers
• Eliminates coding for common data aggregation tasks
• Improves data visibility across the organization
• Enhances decision-making with real-time insights
• Saves time by reducing manual reporting and data tracking
• Scales easily with business needs and data complexity

Editions

• Free Edition
• Starter Edition
• Premium Edition