As we know that Rollup Helper is a very helpful & popular app on AppExchange. It is used to get real-time data on hands. 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 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 will see in “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 selected the Task object.
Step 5:- You will get an option to select the type(Sum, Count, Average, Min, Max) on that child object should we 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 that 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 roll Up summary.
Key Limitations for free Version of Rollup Helper
- We can only run three roll-ups in Real-Time, Schedule, and Manual run Roll-ups.
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