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Salesforce · Rollup Helper
Rollup Helper: Simplify Data Management with Twopir Consulting
Managing data effectively in Salesforce is crucial for businesses that rely on accurate information to drive decisions. Rollup Helper, a no-code tool for Salesforce, simplifies data management by allowing users to create roll-up summaries across objects, even where Salesforce’s native functionality falls short. This tool enables users to aggregate data without needing complex coding, making it easier for teams to gain valuable insights. On this page, we will explore how Rollup Helper can streamline your Salesforce data management and how Twopir Consulting can help you leverage its full potential.
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Trusted by 500+ organizations, from growing and mid-market companies to enterprise Salesforce teams, to keep their CRM data accurate and reportable with Twopir Consulting.
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What We Configure
- Salesforce Partner
- Cross-Object Roll-Ups
- Real-Time Roll-Ups
- Scheduled Roll-Ups
- Multi-Level Roll-Ups
- Conditional Roll-Ups
- Lookup Relationships
DefinitionWhat is Rollup Helper Integration?
Rollup Helper is an easy-to-use application that allows Salesforce users to create custom roll-up fields to summarize data from child records to parent objects. This tool goes beyond Salesforce’s native roll-up summary capabilities by enabling users to create roll-ups across standard, custom, and even lookup relationships. With Rollup Helper, businesses can automate data aggregation, simplify reporting, and improve data visibility without writing a single line of code.
Rollup Helper is built and licensed by Passage Technology, and it runs inside your Salesforce org. Twopir Consulting is the implementation side: we decide which roll-ups your teams need, configure them, and keep them accurate as your org grows. Product details are on Passage Technology’s Rollup Helper page.
Rollup Helper is one of the AppExchange apps we work with as part of our Salesforce consulting services (see our AppExchange work). Weighing the options? Compare it with the open-source Declarative Lookup Rollup Summaries (DLRS) tool, or read how roll-up summary fields can be built with Salesforce Flow.
Why Use Rollup Helper with Salesforce?
Roll-Ups Across All Relationships
Unlike Salesforce’s native roll-up summary fields, Rollup Helper works across all object relationships, including lookup and custom objects.
Real-Time Data Updates
Roll-up fields can be updated in real time, ensuring that your team always has the most up-to-date information for decision-making.
Automation
Automate data aggregation across objects, improving data accuracy and freeing up time for other important tasks.
Improved Reporting
By summarizing data from related records, you can enhance your reporting and analytics capabilities, gaining better insights into your business processes.
Features of Rollup Helper Integration
Cross-Object Roll-Ups
Create roll-up fields that summarize data from related records across standard, custom, and lookup relationships.
Real-Time and Scheduled Roll-Ups
Roll-up data in real time or schedule updates at specific intervals, ensuring data is always current.
Support for Multiple Roll-Up Types
Aggregate data using a variety of functions like sum, count, average, min, and max to provide the insights you need.
Customizable Roll-Ups
Define specific filters and criteria for your roll-ups to ensure that only relevant data is summarized.
Advanced Roll-Ups
Create complex roll-ups, including multi-level roll-ups and conditional roll-ups, to meet your unique business needs.
User-Friendly Interface
With an intuitive drag-and-drop interface, Rollup Helper makes it easy to create, edit, and manage roll-ups without technical expertise.
Data Security
Rollup Helper follows Salesforce’s security protocols, ensuring that your data remains secure and compliant with organizational standards.
Roll-Up History and Logs
Track and audit changes to roll-up fields, providing visibility into when and how data has been aggregated.
Use Cases of Rollup Helper-Salesforce Integration
The same roll-up engine serves sales, service, project and finance teams. Each card shows what gets summarized and who reads it. For the platforms underneath, see our Sales Cloud and Service Cloud services.
Sales Performance Tracking
Rollup Helper can be used to automatically aggregate sales data such as total revenue, deal count, or product quantity sold. This allows sales managers to track individual or team performance at a glance by summarizing opportunity data at the account or team level.
For sales managersCustomer Support Metrics
For support teams, Rollup Helper can roll up case metrics, such as the number of open cases or the average time to resolution, to the account level. This provides customer service managers with real-time visibility into customer satisfaction and support efficiency.
For customer service managersPipeline Management
Sales teams can use Rollup Helper to summarize pipeline data, such as total deal value or the number of open opportunities. This gives managers a clear view of their sales pipeline, enabling more accurate forecasting and resource allocation.
For sales teamsProject Management
Rollup Helper can be used to summarize project-related data, such as task completion rates or project timelines, at the project or account level. This helps project managers stay on top of deadlines and resource needs.
For project managersFinancial Reporting
By rolling up financial data such as total invoiced amounts, outstanding payments, or budget utilization, finance teams can gain a consolidated view of their financial health at the department or organization level.
For finance teamsHow Twopir Consulting Can Help
At Twopir Consulting, we understand that effective data management is key to running a successful business. With our expertise in Salesforce and Rollup Helper, we help organizations simplify their data aggregation processes and enhance reporting capabilities. We help growing and mid-market companies solve complex CRM, integration, and business system challenges, and enterprise organizations work with the same team.
Our Services Include:
Consulting and Strategy Development
We assess your current data management processes and recommend a strategy that maximizes the benefits of Rollup Helper.
Implementation and Integration
Our team will handle the full setup of Rollup Helper in your Salesforce environment, ensuring it integrates seamlessly with your existing data structures.
Customization
We tailor Rollup Helper to meet your specific needs, creating custom roll-up summaries, advanced roll-ups, and ensuring the tool works with your data relationships.
Training and Support
We provide training for your teams to ensure they understand how to use Rollup Helper effectively. We also offer ongoing support to troubleshoot any issues and optimize your roll-ups over time.
Data Optimization and Governance
Twopir Consulting helps ensure that your data aggregation processes are efficient and compliant with best practices, improving data quality and governance.
Results You Can Expect
Enhanced Data Visibility
With Rollup Helper, your teams will have access to accurate, real-time data summaries, improving visibility across departments.
Improved Decision-Making
By automating data aggregation, Rollup Helper provides the insights needed to make informed decisions faster and more accurately.
Increased Productivity
Automating data roll-ups reduces the need for manual data management tasks, allowing your team to focus on higher-value activities.
Accurate Reporting
Ensure that reports and dashboards are powered by up-to-date and accurate data, improving your ability to analyze and track key metrics.
Scalability
As your business grows, Rollup Helper’s flexible configuration allows you to add new roll-ups and adapt your data aggregation processes easily.
Rollup Helper questions, answered plainly
Rollup Helper is a no-code Salesforce app from Passage Technology that creates custom roll-up fields, summarizing data from child records onto parent objects across standard, custom and lookup relationships. It runs inside your Salesforce org. Twopir Consulting implements, customizes and supports it.
Salesforce’s native roll-up summary fields cover a narrower set of object relationships. Rollup Helper works across all of them, including lookup relationships and custom objects, and adds custom filters and criteria, multi-level and conditional roll-ups, scheduled updates, and roll-up history and logs.
No. Roll-ups are created, edited and managed through a drag-and-drop, point-and-click interface, so admins can make changes without writing code. Where a partner helps is in the design: deciding which roll-ups your teams need, on which objects, and how they are filtered, so reports stay accurate as the org grows.
Yes. Roll-up fields can update in real time, or run on a schedule at intervals you choose, so the summaries your teams and dashboards read stay current.
Passage Technology offers Rollup Helper in Free, Starter and Premium editions, and a trial can be installed directly from the Salesforce AppExchange. Which edition you need depends on how many roll-ups you run and which features they use, and we work that out with you during the strategy phase.
Five things: consulting and strategy development, implementation and integration in your Salesforce environment, customization of roll-up summaries and advanced roll-ups, training and ongoing support, and data optimization and governance so your data aggregation stays efficient and compliant with best practices.
Conclusion
Data management, without the code
By integrating Rollup Helper with Salesforce, your organization can simplify data management, improve reporting, and automate tedious tasks—all without needing to write any code. Whether you’re tracking sales performance, customer support metrics, or financial data, Rollup Helper gives you the tools you need to stay organized and informed. At Twopir Consulting, we are experts in implementing and customizing Rollup Helper to meet your business needs. Contact us today to learn how we can help you streamline your data management with Rollup Helper.
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