Rollup Helper in Salesforce

 As we know that Rollup Helper is a very helpful & popular app on AppExchange. It is used to get real-time data on hand. We can easily roll up Salesforce data – Min, Max, Count, Average, Percent from a child object to a parent object by using this app. Basically, the count, max, and other similar operations on parent objects are only available for the Master-Detail relationship data type. It also allows these features/functionality in the Lookup Relationship.

How to use a Rollup helper?

Step 1:- Go to AppLauncher and click on “Visit Appexchange”, search for “Roll-up Helper” and install it.

After installing the app, when you see “App Launcher,” you will find an app as “Rollup Helper.”

Step 2:- When you click on the “create” icon, you will get the option on the next page to select the Destination object.

Step 3:- You will get an option to select a targeted field after selecting the targeted object, and also to select the selected object result field (For this, you have an option to use the existing Field or you can also create a new field on that object).

In this case, I have created a new field as:- 

Step 4:- After submitting the new field, you will get an option to select Source(from where the data is coming), which means that the child object in this I have is the Task object.

Step 5:- You will get an option to select the type(Sum, Count, Average, Min, Max) on that child object we should use as a source of our roll-up after selecting the child object.

Step 6:- If you want so you can also add your New filter criteria on after selecting the type according to your condition.

Step 7:- You have options to save the roll-up or to save, schedule, run, and share it.

Like this, we can see the changes on the object by creating the rollup helper, which has a way to overcome the limitation of the roll-up summary.

Key Limitations for the Free Version of Rollup Helper

  1. We can only run three roll-ups in Real-Time, Schedule, and Manual run Roll-ups.
  2. You must manually execute rollups or trigger them via record saves or button clicks.
  3. Real-time rollups are available but only for certain objects and operations.

Comments

Post a Comment

Popular posts from this blog

How to add Leads and Contacts in Salesforce Campaign

Image
As we know that Campaign is a group of Contacts and Leads exposed to specific marketing communications. So basically, it stores essential performance metrics and here salespeople can quickly see the prospects and customers that received marketing activities. For example, here are some of the things you can easily do with Campaigns in Salesforce are: ⦁ You can measure how well marketing campaigns are doing. ⦁ Let salespeople see the history of marketing messages sent to customers and prospects for the better management of the Campaign. ⦁ We can manage which Leads and Contacts have responded to emails and other marketing communications. ⦁ It can summarize campaign results and make them easy to understand. ⦁    Let salespeople quickly add Contacts and Leads to webinars, upcoming events, and other campaigns. How To Create A Campaign in Salesforce Goto the Sales app and click on the Campaign tab and then click “New”. If you don’t have permission to do this, you must need th...
Read more

Create New Related Record In One Click by Using Quick Action

Image
As we know to create a related record for any object, you must go to that particular record on which you want to create that related record and scroll down to go to the related list to find the button “New” with the object name, and then you have to click on that. From this process, you can create a new related record. Instead of this process, now you can create a button or link that on click opens an interface where you can create the required record with the selected fields and some predefined fields without moving to another page. All this can be done with the help of Quick Action. With this setup, You can not only create records but also update records, log calls, send emails, and also call Visualforce Pages. T ypes of Quick Actions: Object-specific quick actions Global quick actions Object-specific quick actions , specify that whenever you want the action to be used only on a particular Object, you use Object-specific actions. So basically, These actions are displayed on the detai...
Read more