Is Power BI Connector for Salesforce or Rollup Helper - A Declarative Roll-up Platform for Salesforce® cheaper?

Rollup Helper - A Declarative Roll-up Platform for Salesforce® is the cheaper option — it offers a free plan (freemium). Power BI Connector for Salesforce starts at paid. Both publish their pricing on the Salesforce AppExchange marketplace; AppRanks mirrors what's listed on each refresh cycle.

Should I choose Power BI Connector for Salesforce or Rollup Helper - A Declarative Roll-up Platform for Salesforce®?

It depends on what you're optimizing for. Power BI Connector for Salesforce fits better if you prioritize rating consistency; Rollup Helper - A Declarative Roll-up Platform for Salesforce® is the call if you need the larger user base. Read both apps' detail pages on AppRanks for the full feature breakdown, install counts, and recent listing changes.

Which is faster to set up, Power BI Connector for Salesforce or Rollup Helper - A Declarative Roll-up Platform for Salesforce®?

Both apps are one-click installs from the Salesforce AppExchange marketplace. Rollup Helper - A Declarative Roll-up Platform for Salesforce® has more onboarding documentation maturity (505 reviews vs 3), which usually translates to better-tested setup wizards and quicker time-to-value. AppRanks doesn't measure setup time directly — read the recent reviews on each app's detail page for merchant-reported install experience.

Which works better for small vs large Salesforce AppExchange stores?

Power BI Connector for Salesforce typically suits early-stage and growth-mode stores based on its review-base composition (3 reviews). Rollup Helper - A Declarative Roll-up Platform for Salesforce® aligns more with early-stage and growth-mode stores (505 reviews). Larger review bases generally mean the app has been load-tested at scale — relevant if you're processing high order volume or handling enterprise compliance requirements.

Can I migrate data between Power BI Connector for Salesforce and Rollup Helper - A Declarative Roll-up Platform for Salesforce®?

Migration support varies by app and category. Power BI Connector for Salesforce and Rollup Helper - A Declarative Roll-up Platform for Salesforce® both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from Power BI Connector for Salesforce" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

Rollup Helper - A Declarative Roll-up Platform for Salesforce® vs Power BI Connector for Salesforce

Side-by-side comparison · 24 data points

Rollup Helper - A Declarative Roll-up Platform for Salesforce®

4.8·505reviews

With Rollup Helper, you can roll-up any Salesforce® data: Quickly configure count, average, percent, lookup, text, formula, sum, max, min, hierarchy, multi-currency roll-ups and more. Roll up the data your users need on records, list views, or reports!

Shopify

1. Listing metadata

Field-level data

	Power BI Connector for Salesforce	Rollup Helper - A Declarative Roll-up Platform for Salesforce®
Tagline	“An enterprise-grade connector that securely exports Salesforce data into Microsoft Power BI for advanced analytics and real-time reporting. ”140 chars	“With Rollup Helper, you can roll-up any Salesforce® data: Quickly configure count, average, percent, lookup, text, formula, sum, max, min, hierarchy, multi-currency roll-ups and more. Roll up the data your users need on records, list views, or reports!”252 chars
Description	1019 / 2000 chars51% used	1198 / 2000 chars60% used
Screenshots	—	—
Languages	en	en
Platforms	Shopify	Shopify
Developer	Metrica Software Inc.	Passage Technology
Listed	May 7, 2026	June 13, 2012

At a glance

9 metrics · auto-computed

Feature comparison between Power BI Connector for Salesforce and Rollup Helper - A Declarative Roll-up Platform for Salesforce®
Metric	Power BI Connector for Salesforce	Rollup Helper - A Declarative Roll-up Platform for Salesforce®
Rating	★ 5.0 ★	4.8 ★
Total reviews	3	★ 505
Free plan	—	★ Yes
Pricing	paid	freemium
Built for Shopify	—	—
Pricing tiers	6 tiers	—
Listed features	★ 9	6
Languages	1 supported	1 supported
Listed since	May 2026	Jun 2012

Last updated	—	—

3. Features

As listed by each developer

Power BI Connector for Salesforce

Most Salesforce Power BI integration options either cap row exports or require complex ETL pipelines and middleware. This connector handles it directly inside Salesforce with no row limits, no infrastructure, and no development work required.
Export any standard Salesforce object, including Accounts, Contacts, Opportunities, Cases, and Leads, along with custom objects, custom apps, and any installed packages. All available objects appear automatically with no extra setup.
Scope what you export from Salesforce to Power BI using visual filters by date, owner, status, or any field. Switch to SOQL mode for advanced query logic when precise filtering or complex conditions are needed.
Create unlimited data sources for different teams, reports, or use cases with no system limits. Each one is an independent configuration that can be shared, updated, or extended without affecting others.
Set up incremental refresh so Power BI processes only new or updated Salesforce records on each cycle, not the full dataset. Keeps large orgs fast without reloading history every time.
Track every export with a built-in history log showing status, duration, and which tables succeeded or failed. Identify and troubleshoot problems without leaving the connector.
Each user authenticates with their own access token tied to their Salesforce permissions. Users only see and export data they already have access to in Salesforce, with no separate permission layer to configure.
Built-in interactive Entity Relationship Diagram (ERD) lets you explore object relationships and schema structure before exporting. Export the diagram as PNG, SVG, or PDF for documentation or team sharing.
Installed directly into your Salesforce org and managed entirely within it. No code, no external platforms, no separate tools, and no additional credentials to maintain alongside your existing Salesforce setup.

Rollup Helper - A Declarative Roll-up Platform for Salesforce®

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

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Power BI Connector for Salesforce	Rollup Helper - A Declarative Roll-up Platform for Salesforce®
jotform	Not ranked	#4
freeform	Not ranked	#4
contact	Not ranked	#4

9. App details

Long-form description · keyword frequency

Power BI Connector for Salesforce

Power BI Connector for Salesforce is a data integration solution that enables organizations to export Salesforce data into Microsoft Power BI for analytics and reporting. The connector provides structured access to Salesforce data and makes it available in Power BI for consistent, repeatable analysis. It is designed to support enterprise Salesforce environments, including complex data models and large data volumes, and to serve ongoing reporting needs rather than one-time analysis. Key capabilities include: • Export of standard and custom Salesforce objects • Support for complex Salesforce data relationships • Scheduled data refresh for Power BI reports • Designed for large datasets and analytical workloads This solution is intended for organizations that use Salesforce as a core business system and Power BI as their primary analytics platform. It is commonly used by analytics teams, Salesforce administrators, and business leaders who require reliable access to Salesforce data for decision-making.

Top keywords

salesforce9×6.29%
data8×5.59%
bi5×3.50%
power5×3.50%
power bi5×3.50%
salesforce data4×2.80%
analytics3×2.10%
access2×1.40%
access to salesforce2×1.40%
analysis2×1.40%
business2×1.40%
complex2×1.40%

Rollup Helper - A Declarative Roll-up Platform for Salesforce®

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

Top keywords

rollups12×7.55%
-rollup2×1.26%
-rollups2×1.26%
-support2×1.26%
campaign2×1.26%
contact2×1.26%
count2×1.26%
custom2×1.26%

Rollup Helper - A Declarative Roll-up Platform for Salesforce® vs Power BI Connector for Salesforce

Rollup Helper - A Declarative Roll-up Platform for Salesforce®

1. Listing metadata

Power BI Connector for Salesforce

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

7. Activity in the last 90 days

Power BI Connector for Salesforce · 0 changes

Rollup Helper - A Declarative Roll-up Platform for Salesforce® · 3 changes

9. App details

Frequently asked

Is Power BI Connector for Salesforce or Rollup Helper - A Declarative Roll-up Platform for Salesforce® cheaper?

Which has better reviews, Power BI Connector for Salesforce or Rollup Helper - A Declarative Roll-up Platform for Salesforce®?

Should I choose Power BI Connector for Salesforce or Rollup Helper - A Declarative Roll-up Platform for Salesforce®?

Which is faster to set up, Power BI Connector for Salesforce or Rollup Helper - A Declarative Roll-up Platform for Salesforce®?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Which works better for small vs large Salesforce AppExchange stores?

Can I migrate data between Power BI Connector for Salesforce and Rollup Helper - A Declarative Roll-up Platform for Salesforce®?