But if you are a fan of Roll-ups, then you are probably frustrated by their limitations as well!
Roll-up Summary fields can only be created on Master objects in Master-Detail relationships, and there are tight limits on the numbers and configurations of Master-Detail relationships in an org. If you have run into these limits, you have probably wished that Roll-Up Summary fields could be set up on simple Look-up relationships.
Well now they can! Rollup Helper, from Passage Technology has created an App that allows you to create Roll-up Summaries almost anywhere. Not only that, it also expands the concept of Roll-ups beyond counts, sums, and min/max to include concatenated text and formulas. Consider these cases:
-Display an aggregated count and description of all products purchased on an account record.
-Count the Events or Tasks of a certain type on account or contact records.
-Display the number of campaigns that a contact has participated in.
-Count the numbers of contacts of certain types on accounts.
-Calculate membership renewal dates and amounts, based on information in related records.
The list could go on and on, but perhaps these ideas have sparked your imagination!
Rollup Helper is available in a FREE Community Edition, or as a paid, supported app. The version that is right for you will depend on your organization's needs. The free version is not supported beyond helping you set up your first roll-up, and there is some lag-time on the roll-ups, especially for very large amounts of data. The paid version includes unlimited tech support to set up your roll-ups and answer questions, as well as fast-paced, real-time calculations on large quantities of data.
Cloudy recommends that anyone who is interested in more roll-ups with more flexibility start with the free version of Rollup Helper. As your organization gains value from the tool, you will be able to gauge whether you require the additional support and processing power of the paid app.
Cloudy always recommends trying an app for the first time in your Sandbox!
Read Cloudy's reviews of other popular apps:
Conga Composer
FlipTop Social Profiles
FormAssembly
I am trying to implement this app for a rollup of how many children a parent account has. Any idea on how to start?
ReplyDeleteIf the objects in question are in a Master-Detail relationship, you don't need a special app; just use a regular roll-up summary field! But if it is just a lookup relationship, Rollup Helper will do the trick. Start by creating a "Counter" on the child object: a hidden formula number field with a value of "1". Then add a field on the Parent object where you want the summary total to roll up. With those two fields in place, Rollup Helper will walk you through the rest!
DeletePerfect, the counter piece is what I was missing. We have different "types" of accounts, so it may be formula fields such as District Counter: IF( Type = District, 1, 0; School Counter: IF (Type = Public School, 1, 0); IF (Type = Private School, 1, 0) etc.
ReplyDeleteIs there any way to hide the counters if the count is 0 or 1, but display them if the counter is greater than 1?!
Thank you so much!
The counter itself, which is on the child object, will never be more than 1. It can be a zero if the child object of a type that you don't want it to be counted. There should be no reason that this field ever needs to be visible, if you trust that your formula is working! :)
DeleteOn the parent object, your rollup summary field cannot be conditionally visible - it's either on the page layout or it is not. You could hide it on the page layout and just use it in reports, or control field visibility for profiles if you need to control who sees the info.
I would like to know the number of campaigns for each contact. Any recommendations for how to do this?
ReplyDeleteYes, rollup helper can help you with this. You get one *free* automatic rollup with the free community edition of the app, so there is no reason not to try it. You will want to use the "counter" method described in the comments above - in this case put the "counter" formula (just a "1") on the Campaign Member record. Let me know if you need more help! www.redpathcg.com
DeleteI want to find the max(date) in child record i.e. roll up the date field. Is it possible by rollup helper ? If yes then any pointers for how to implement it.
ReplyDeletePravin: if the child object is in a Master-Detail relationship with the parent, then you don't need Rollup Helper. You can do it with a regular salesforce roll-up field. Create the roll-up field on the parent object, and use the MAX function on the date field of the child object! This blog walks you through setting up a basic rollup: http://cloudycumulus.blogspot.com/2013/04/cloudys-chalkboard-create-roll-up.html
ReplyDeleteIf the two object are NOT in a Master-detail relationship, then yes, Rollup Helper will do this for you! I recommend installing the FREE version of the app on the appexchange - try it in your sandbox if you want to play around a bit. The Rollup Helper guide provides step by step instructions to set it up: http://rolluphelper.passagetech.com/
I have deployed products with our opportunities, and I want to roll up all donations where the product was TAX DEDUCTIBLE (a custom field check box I added to the product object). Standard rollups don't give me access to this custom field, would this tool do that?
ReplyDeleteTom - I would first want to understand why your custom "Tax deductible" check box is not available for your standard rollups. Sometimes there are workarounds for standard rollups so that you would not need an additional app.
DeleteIf it turned out that it really is not possible to access what you need, then yes, I have yet to see a Rollup that Rollup helper can't handle!
Next question, can I produce a rollup field on the opportunity record itself, using a formula combining information from both the product and payment fields?
ReplyDeleteYour first challenge here would be to get information FROM the product object ONTO the Opportunity object. Since Opportunity is the parent, you would do this with Rollups of some variety. I am not sure what your "Payment" field is, so I can't comment on it without seeing it.
DeleteAlso, your use of the word "formula" here raises a yellow flag, as formula fields are not available for standard rollups. You have to do a workaround using a workflow+field update (if you are using EE or higher).
For a more specific recommendation, please try to explain exactly what your end-goal is, and we can think about how you can get there!