Salesforce has a functionality geared towards rolling up data into a record’s parent record. While Salesforce’s implementation is useful, it has its limits. This is where Rollup Helper can assist. With this app, an admin can create advanced rollups using highly customizable query logic that is very easy to use. Along with making it effortless to create rollups, this app provides a quick and easy way to view all rollups and setup them up to run either on the fly or via a schedule.
There are free products on Salesforce AppExchange that fulfill this goal, but none provide the ease of use and safety that Rollup Helper provides. For example, we’ve seen instances where free versions cause Apex errors when the rollups become too complex or aren’t configured in the most optimal way, or when there are just too many. In my experience, Rollup Helper has not provided any instances of failure.