Most businesses like yours business is also bombarded with oceans of data. It is crucial to make an informed decision based on that data, but this can only be accomplished when the data is managed properly. Salesforce, lets you create rollups on master-detail relationships, but what about lookup relationships?
Cyntexa has created a FREE salesforce native solution, Easy Rollup that enables you to create rollups without any limits within Salesforce by running 100% within your Salesforce platform.
It helps your businesses organize, manage, and view data more simplified for both master-detail and lookup relationships.
If you're looking for an application that can update rollup data with just clicks instead of code, Easy Rollup is the app of choice.
As Salesforce only allows rollups to be created on master-detail relationships, Easy Rollup overcomes this limitation. With our application, create unlimited standard and custom rollups on both master-detail and lookup relationships
With Realtime Rollup, you can process data dynamically with real-time events, just as you would with Salesforce's standard roll-up summary.
With Schedule Rollup, we allow you to schedule the rollups at a particular frequency of time. Now you don’t have to keep a reminder every time to create a rollup, just schedule it and get the results at the desired time.
Get the rollup as per your need whenever you want with On-demand Rollup. It allows you to get the results immediately at once, just click on the “Run” whenever you need updated rollup data.
A simple user-friendly interface that is easy to navigate and interact with. Have quick access to all the features and everything you are looking for at the right place.
Have a balanced perspective of what’s happening in your business with a detailed view of the performance and summarized data with the help of bar and doughnut charts.
With this feature, choose a part of your data set, apply multiple filters on a rollup, and simply view and analyze data. Easy Rollup also allows applying filters on roll-up with custom logic that includes AND and OR operators.
Install now for FREE and get the most out of your Salesforce platform with Easy Rollup.
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Count
Sum
Minimum
Maximum
Average
It has a simple user interface, and if you follow these steps you'll be ready to go.
This application has greatly aided our organization. It has simplified and expedited the process of constructing rollups for lookup relationships.The staff has also assisted us in seamlessly incorporating it into our organization.
Installation and Implementation of Easy Rollup in our organization not only reduced the time and effort required to create roll-up summary fields, but also benefitted us in terms of data visualization, data export, and seamless data processing! Kudos!
As the name implies, Easy Rollup is "Simple" and "Easy". Easy to Install. Easy to understand. Easy to handle Rollup summary Fields in Lookup Relationship. Looking forward to more applications like this from Cyntexa!
After exploring the technical details of certain features that Salesforce offers, we experienced that some functionalities are not that fulfilling like creating the rollup summary fields in lookup relationships. Easy Rollup has really made this possible.
We are here to help you and make it easier for you to install Easy RollUp.
Watch the demo video for the step-by-step guide on how to install and use Easy RollUp in your Salesforce org.
Easy RollUp by Cyntexa is a FREE native application on Salesforce AppExchange that helps businesses organize, manage, and view data more simply. This application allows you to create roll-ups of any information in Salesforce with just clicks and not code.
With Salesforce’s standard functionality, you can only create four types of roll-up summary, i.e., Count, Sum, Minimum, and Maximum. Easy Rollup has introduced another summary-type Average along with these four.
Easy RollUp is a FREE application that can be installed from Salesforce App Exchange easily. After installing you can set it up in your organization. You can download our installation guide or check the Installation Video for assistance.
If you have any doubts you can reach us for assistance: [email protected]
There are many salesforce applications that can help you in creating rollups inside Salesforce but not all of them will support creating rollups on lookup relationships.
Easy Rollup by Cyntexa is a FREE application that allows you to create rollups on both master-detail and lookup relationships in Salesforce with just clicks and no code.
Check out the video to understand how it actually works.
