Is Rollup Helper - A Declarative Roll-up Platform for Salesforce® or Klipfolio cheaper?

Both Rollup Helper - A Declarative Roll-up Platform for Salesforce® and Klipfolio offer paid plans only. Rollup Helper - A Declarative Roll-up Platform for Salesforce® starts at freemium; Klipfolio starts at freemium. Compare the per-tier features in the Pricing section above before committing.

Which works better for small vs large Salesforce AppExchange admins?

Rollup Helper - A Declarative Roll-up Platform for Salesforce® typically suits early-stage and growth-mode teams based on its published review base (505 reviews). Klipfolio typically suits early-stage and growth-mode teams based on its published review base (8 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

AppRanks

Rollup Helper - A vs Klipfolio — Salesforce

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

Side-by-side comparison · 24 data points

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

4.8·505reviews

Rollup Helper overcomes roll-up limitations, so you can turn Salesforce data into actionable info: Configure count, average, percent, lookup, text, formula, sum, max, min, hierarchy & multi-currency rollups. Rollup data on records, list views, or reports!

salesforcefreemium

Change

1. Listing metadata

Field-level data

	Rollup Helper - A Declarative Roll-up Platform for Salesforce®	Klipfolio
Tagline	“Rollup Helper overcomes roll-up limitations, so you can turn Salesforce data into actionable info: Configure count, average, percent, lookup, text, formula, sum, max, min, hierarchy & multi-currency rollups. Rollup data on records, list views, or reports!”255 chars	“Integrate Salesforce with Klipfolio to create dashboards and reports, explore insights and empower your team to make data-driven decisions.”139 chars
Description	1195 / 2000 chars60% used	772 / 2000 chars39% used
Screenshots	—	—
Languages	en	en
Platforms	Salesforce	Salesforce
Developer	Passage Technology	Klipfolio
Listed	June 13, 2012	March 19, 2018

At a glance

7 metrics · auto-computed

Feature comparison between Rollup Helper - A Declarative Roll-up Platform for Salesforce® and Klipfolio
Metric	Rollup Helper - A Declarative Roll-up Platform for Salesforce®	Klipfolio
Rating	4.8 ★	★ 5.0 ★
Total reviews	★ 505	8
Free plan	Yes	Yes
Pricing	freemium	freemium
Listed features	★ 7	3
Languages	1 supported	1 supported
Listed since	Jun 2012	Mar 2018

Last updated	—	—

2. Features

As listed by each developer

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
Optimized Data Inputs = Optimized Agentforce & AI Outputs - Maximize Agentforce effectiveness with improved data - Elevate customer experiences and satisfaction - Get better internal adoption and results
Cut admin setup time from days to minutes. -Auto-deploy 25 pre-built rollups instead of building each one from scratch. -Automate summaries across lookup, master-detail, hierarchical & cross-object relationships. -Reports & flows are accurate, every time.

Klipfolio

Bring all of your metrics together in one place and visualize data from data sources like Stripe, Quickbooks, or Google Analytics, or bring in data from a spreadsheet or a database.
Choose from pre-built Salesforce metrics that you can instantly add to your dashboard and start tracking your performance. Or pull in custom Salesforce data to build metrics that suit your specific needs.
Explore your metrics with filters, segments, and date ranges, and choose from a variety of visualization types so you can understand trends and see patterns.

4. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Rollup Helper - A Declarative Roll-up Platform for Salesforce®	Klipfolio
lifecycle	#1	Not ranked
anything	#1	Not ranked
tracking and	#1	Not ranked
bring neighborhood-level data	Not ranked	#3
data sources	Not ranked	#10

6. App details

Long-form description · keyword frequency

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

What Are The Top Rollup Helper Use Cases? -Activity monitoring rollups -Rollup Asset, Case & Contact to Account -Lookup rollups -Account or multiple object hierarchy rollups -Rollup through Campaign Member or Contact Role -Customer segmentation criteria rollups -Rollups for 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 & scheduled rollups -Automate with real-time/async or run manually -Sum, max, min, average, count, unique count, mode & 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, pairs well with Lookup Helper

Top keywords

rollups12×7.69%
-rollup2×1.28%
-rollups2×1.28%
-support2×1.28%
campaign2×1.28%
contact2×1.28%
count2×1.28%
custom2×1.28%
field2×1.28%
filters2×1.28%
helper2×1.28%
object2×1.28%

Klipfolio

Klipfolio PowerMetrics is lightweight analytics and dashboard software used by thousands of data-minded business leaders and their teams. Importing your data and modifying it is easy for anyone to do. Once imported, you can visualize your data into charts and filter or segment your data without any technical help. Easily compare time periods and explore historical trends in your data. PowerMetrics automatically keeps your data in sync and tracks your data history. Calculated metrics ensure the data you’re tracking is exactly what you’re looking for. You can even combine metrics that merge data from different data sources. Dive deeper into your data by adjusting date ranges, switching to hourly, monthly, or yearly views, and filtering by specific dimensions.

Top keywords

data10×8.33%
metrics2×1.67%
powermetrics2×1.67%
re2×1.67%

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

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

1. Listing metadata

Klipfolio

At a glance

AppRanks verdict

2. Features

3. Categories & rankings

4. Search rankings

5. Activity in the last 90 days

Rollup Helper - A Declarative Roll-up Platform for Salesforce® · 4 changes

Klipfolio · 0 changes

6. App details

Frequently asked

Is Rollup Helper - A Declarative Roll-up Platform for Salesforce® or Klipfolio cheaper?

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

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

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

Which works better for small vs large Salesforce AppExchange admins?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

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