RollUp Magic

Highlights

• OVERCOME SALESFORCE ROLLUP LIMITATIONS Create custom rollup summary fields on SF objects with master-detail & lookup relationships – no Apex triggers required. Simplify data aggregation by managing & modifying rollup summaries with an intuitive UI.
• TRACK ROLLUP SUMMARIES WITH DASHBOARD Oversee rollup summary performance, monitor scheduled jobs, & identify rollup usage across objects, & ensure data accuracy by tracking rollup execution & errors–all from a single place, RollUp Magic Dashboard.
• EFFORTLESS ROLLUP SUMMARY MANAGEMENT Create, view, edit, delete, activate, and deactivate rollup summary fields with an intuitive no-code UI. Get smarter data insights with support for multiple data types – text, currencies, checkboxes, and more.
• SCHEDULE ROLLUP SUMMARY EXECUTION Easily create rollup summary fields and schedule their execution at a predefined time. Specify date, start time, & frequency (weekly/monthly) to automate rollup updates at set intervals for timely data aggregation.
• ADVANCED AGGREGATE FUNCTIONS Effortlessly create rollup summary fields with powerful aggregate functions such as Sum, Count, Min, Max, Average, Existence, Any-Active, Mode, & Concatenation. Gain control over data calculations & drive smart decisions.
• AGGREGATE FROM GRANDCHILD OBJECTS Create rollup summary fields across 3 levels of relationships–Parent → Child → GrandChild. Aggregate key metrics from grandchild objects to parent records, enabling deeper analysis and enhancing reporting accuracy.
• IMPORT/EXPORT ROLLUP SUMMARY FIELDS Seamlessly manage rollup configurations by importing from or exporting to CSV/XLS files. Easily migrate rollups across Salesforce orgs, restore backups, or share settings across environments—ensuring data integrity.
• CREATE PARENT/CHILD FILTERS Define custom filters for both parent & child objects without writing SOQL queries. Tailor data aggregation to meet specific business needs, ensuring accurate reporting and better insights—all with a simple, no-code setup.