Rollup Helper - A Declarative Roll-up Platform for Salesforce® for Salesforce AppExchange
Rollup Helper - A Declarative Roll-up Platform for Salesforce® is the #1 ranked dashboards and reports app on Salesforce, with a 4.8 average rating from 505 reviews, with a free plan available, as of July 8, 2026.
Rollup Helper - A Declarative Roll-up Platform for Salesforce® is a Salesforce AppExchange app by Passage Technology. With a rating of 4.8★ from 505 reviews, it currently ranks #1 in the Dashboards And Reports category.
AppRanks data: Rollup Helper - A Declarative Roll-up Platform for Salesforce® ranks #1 in Dashboards And Reports on Salesforce AppExchange, placing it in the top 1% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
Rollup Helper - A Declarative Roll-up Platform for Salesforce® is a highly rated Salesforce app with a growing review traction. It is listed in the Dashboards And Reports category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. 505 reviews show steady adoption but the app hasn't crossed the heavy-volume bar yet. Review accumulation at this stage tends to come from segment-specific use cases rather than universal adoption, so fit-to-stack matters more than category-leader brand recognition. The free tier lets you trial the entry feature set without committing a payment method. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- +High average rating (4.8★) signals consistent merchant satisfaction
- +Free tier available — no card required to evaluate
- +Published by Passage Technology — established developer track record
Cons
- −Sparse visual evidence (0 screenshots) — harder to evaluate the UX before installing
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About Rollup Helper - A Declarative Roll-up Platform for Salesforce®
How Rollup Helper - A Declarative Roll-up Platform for Salesforce® works
Top Rollup Helper Use Cases: -Activity monitoring rollups -Rollup Asset, Case, and Contact to Account -Lookup rollups -Account or multiple object hierarchy rollups -Rollup through Campaign Member or Contact Role -Customer segmentation criteria rollups -Rollups to aid in Account-Based Marketing strategy implementation -Text rollups for Products Purchased, Campaign Names or Call Notes -1st & Last Rollups -Custom object rollups -Rollups for monthly or year-over-year reporting
Features: -3 rollups in free version -Real-time and scheduled rollups -Automate with real-time/async or run manually -Sum, max, min, average, count, unique count, mode, and grandchild rollups -Checkbox & text rollups -Create custom filters without knowing SOQL -Targeted/parent filter functionality -30 pre-canned date filters, including field to field comparisons -Support for standard & custom objects (managed or unmanaged) -Advanced currency management -Seamless integration with existing configurations -100% Salesforce® native -Support for Salesforce Lightning or Classic -Access to our excellent support staff -Unlimited rollups with our Premium Edition, available standalone or pairs well with Lookup Helper
Key features
- Get around rollup limitations easily. -Rollup using lookup relationships, including hierarchy rollups. -Can have more than 25 rollups per object. -Cross-object formula fields in rollup summary filters.
- The ultimate no-code Salesforce® admin productivity platform. -Results can be used in flows, validation rules or formula fields. -25 pre-built rollups you can auto-deploy, saving time. -Find settings easily through search or rollup groups.
- An indispensable rollup solution for Salesforce -Rollup millions of records in Salesforce. -Rollup Helper will scale with your unique environments. -Create custom filters using the most complex filter criteria without SOQL knowledge.
- Build mission critical reports and trigger intelligent data-driven workflows. -Rollup data by account type/location/hierarchy, industry, job title, territory, campaign type, product type, or any segment. -Manage account hierarchy data.
- Starter Tier Additional Features: -13 total rollup settings -Priority support Premium Edition Additional Features: -Unlimited rollup settings -Priority support -Grandchild rollups in one setting
- Optimized Data Inputs = Optimized Agentforce & AI Outputs - Maximize Agentforce effectiveness with improved data - Elevate customer experiences and satisfaction - Get better internal adoption and results
Category rankings
As of Jul 8, 2026- Dashboards And Reports#1of 240Top 1%
- Admin And Developer Tools#2of 526Top 1%
- Analytics#3of 898Top 1%
- It And Administration#3of 1,459Top 1%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Keyword rankings
Rollup Helper - A Declarative Roll-up Platform for Salesforce® ranks for 112 keywords across Salesforce AppExchange. Here are the top 3:
- 1.healthRank #1
- Rank #1
- Rank #1
Competitors & alternatives
Rollup Helper - A Declarative Roll-up Platform for Salesforce®doesn't have curated competitor matchups yet. Other tracked dashboards and reports apps on Salesforce:
Frequently asked questions
What is Rollup Helper - A Declarative Roll-up Platform for Salesforce®?
Rollup Helper - A Declarative Roll-up Platform for Salesforce® is an app for Salesforce. It currently holds a 4.8-star rating from 505 merchant reviews, and it has been listed on the marketplace since 2012. It is listed under the Dashboards And Reports category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by Passage Technology.
Who uses Rollup Helper - A Declarative Roll-up Platform for Salesforce®?
Rollup Helper - A Declarative Roll-up Platform for Salesforce® is actively installed across Salesforce stores tracked by AppRanks. Its review base of 505 suggests adoption is concentrated in growth-stage and mid-market stores. It is part of the Dashboards And Reports category on Salesforce.
Where does Rollup Helper - A Declarative Roll-up Platform for Salesforce® rank on Salesforce?
Rollup Helper - A Declarative Roll-up Platform for Salesforce® currently sits at position #1 in the Dashboards And Reports category on Salesforce. That places it in the top 0% of 240 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.
What does Rollup Helper - A Declarative Roll-up Platform for Salesforce® integrate with?
Rollup Helper - A Declarative Roll-up Platform for Salesforce® lists 4 integrations on its Salesforce marketplace page. The most prominent are Financial Services Cloud, Health Cloud, Government Cloud, None. Integration data is mirrored from the live Salesforce listing on each refresh, so the set above tracks whatever the developer has currently published — it does not reflect deeper compatibility AppRanks has not been able to verify from public data.