MS

Mike S.

Senior Customer Operations Manager/Analyst

Mid-Market (51-1000 emp.)

12/10/2018

"Rollup Helper improves my ability to summaries data in Salesforce"

4/5

What do you like best about Rollup Helper?

Rollup Helpers helps me roll up information based on filters and get around the Salesforce limitations. Review collected by and hosted on G2.com.

What do you dislike about Rollup Helper?

The query ans setting up the parameters are a little challenging and takes some thought to get it right. Having some issues with realtime updates and dependent on nightly batch processes. Review collected by and hosted on G2.com.

Recommendations to others considering Rollup Helper:

If you run into issue with your apex code and can't fix any error's then realtime updates are reduced to nightly batch processes. Review collected by and hosted on G2.com.

What problems is Rollup Helper solving and how is that benefiting you?

Rollup helper is allowing me to do compile information on Accounts and Opportunities that give us better insight into the data trends. Review collected by and hosted on G2.com.

AR

Verified User in Real Estate

Mid-Market (51-1000 emp.)

3/20/2019

"Great functionality Salesforce doesn't provide out-of-the-box"

4/5

What do you like best about Rollup Helper?

I like rolling up objects where a master relationship does not exist. Review collected by and hosted on G2.com.

What do you dislike about Rollup Helper?

I do not have any dislikes. The product does exactly what I expect of it. Review collected by and hosted on G2.com.

AC

Verified User in Computer Software

Mid-Market (51-1000 emp.)

9/27/2018

"Very helpful tool! Get's you the information you need quickly!"

5/5

What do you like best about Rollup Helper?

They offer a free version of all their products with full-functionality. It gets you the information you need to see in the right spot with a few clicks! Review collected by and hosted on G2.com.

What do you dislike about Rollup Helper?

I have not found much that I don't like about Rollup Helper! Review collected by and hosted on G2.com.

Recommendations to others considering Rollup Helper:

Try the free version first! Once you realize how easy it is to use and all the things you can do with it - you will want more! Review collected by and hosted on G2.com.

What problems is Rollup Helper solving and how is that benefiting you?

We have a multi-tier hierarchy within our CRM and pulling data from the child accounts and rolling them up a few levels is not natively available. With Rollup Helper, I am able to get all the information my reps need to see in one place. It provides better insight into the account in a quick glance. Additionally, you can rollup text, activities, etc. it does not have to be a numerical field! Review collected by and hosted on G2.com.

PC

Paola C.

Event and Data Management Specialist

Small-Business (50 or fewer emp.)

10/29/2018

"This app is the best to work with rollup fields"

5/5

What do you like best about Rollup Helper?

It is so easy to use. We downloaded this app because we were having a hard time getting fields from salesforce to pull up that were not parent child related. This was a huge help. The first 2 or 3 fields are free Review collected by and hosted on G2.com.

What do you dislike about Rollup Helper?

Really nothing to not like about this app. It really helps up get out of the bind we were in and it continues to help us in the same area. Review collected by and hosted on G2.com.

Recommendations to others considering Rollup Helper:

maybe provide more free fields for non profits before charging Review collected by and hosted on G2.com.

What problems is Rollup Helper solving and how is that benefiting you?

getting roll up to work when Salesforce doesn't. Great application and its great that we get a few fields for free before we have to purchase it, Review collected by and hosted on G2.com.

UI

Verified User in Import and Export

Small-Business (50 or fewer emp.)

3/22/2019

"Helper is quite good, but SALES FORCE needs to be done by professional"

4/5

What do you like best about Rollup Helper?

Process maybe added to anywhere and it is all connected in a chain and is sometimes too primitive to be good Review collected by and hosted on G2.com.

What do you dislike about Rollup Helper?

In the SALES FORCE it is all quite complicated and few steps behind to other bespoke developed systems Review collected by and hosted on G2.com.

MV

Madurey V.

Salesforce developer

Mid-Market (51-1000 emp.)

8/16/2018

"Senior Salesforce Developer"

4/5

What do you like best about Rollup Helper?

1.Ability to create rollups between records that have a look up/ hierarchial relationship.

2.Ease of use

3.Ability to check errors (Health Check)

4. Ability to schedule the roll up jobs and to execute the jobs real time Review collected by and hosted on G2.com.

What do you dislike about Rollup Helper?

1.The rollups are executed in a batch mode which might lead to delay in execution.

2. The rollups execute their own trigger in parallel to the Apex tiggers which might lead to 'Unable to lock

row errors' . Review collected by and hosted on G2.com.

AE

Verified User in Education Management

Mid-Market (51-1000 emp.)

12/12/2017

"Comprehensive Rollup Fields"

4.5/5

What do you like best about Rollup Helper?

We have more rollup fields available and more options for filtering and which fields we can rollup and filter on. Review collected by and hosted on G2.com.

What do you dislike about Rollup Helper?

Sometimes we get unexpected errors or fields not triggering, but support has been good Review collected by and hosted on G2.com.