Daily Archives

August 10, 2016

  • Rollup Helper

    Challenges :

    The client wants to roll up the date and text fields from one object to other when there is lookup relationship between them. In addition to that count of records and average of numeric field are to be rolled up.

    About Rollup Helper :

    Rollup Helper rolls-up any Salesforce data. Supports count, sum, max, min, average, percent, lookup rollups, text, and multi-currency. It helps to get actionable real-time data for your business process. With absolutely no coding required, this is an amazing accelerator for admins, business analysts, and developers.

    Purpose To rollup the data when there is lookup relationship between objects.
    Application • Works on both lookup as well as master-detail relationships.

    • Support SUM, Count, MIN, MAX, Average, Percentage and Rolling Date-Based Rollup.

    • Support all field types, including lookup fields(e.g. Owner Id)

    Version Spring 2015 v8.00
    Tool Rollup Helper
    Information Salesforce <> Rollup Helper
    Volumes ~5/day
    Process • Navigate to Rollup Helper and select the object and field on which value is going to rollup.

    • Now select the object and field used as the source of rollup.

    • Select any Type(SUM, Count, MAX, etc.) as per

    Complexity Medium