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

FinancialForce Services Analytics holds the higher average rating (5.0★ vs 4.8★). That is the one dimension AppRanks can separate them on here — read both apps' detail pages for the feature breakdown and recent listing changes.

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). FinancialForce Services Analytics typically suits early-stage and growth-mode teams based on its published review base (1 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 FinancialForce — Salesforce

FinancialForce Services Analytics vs Rollup Helper - A Declarative Roll-up Platform for Salesforce®

Side-by-side comparison · 24 data points

FinancialForce Services Analytics

5.0·1reviews

A powerful analytics and business intelligence solution, built native to Salesforce, that turns valuable data into meaningful, actionable insights. Keep operations running lean, consistent, and predictive—all centered around your customer needs.

salesforcepaid

Change

1. Listing metadata

Field-level data

	Rollup Helper - A Declarative Roll-up Platform for Salesforce®	FinancialForce Services Analytics
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	“A powerful analytics and business intelligence solution, built native to Salesforce, that turns valuable data into meaningful, actionable insights. Keep operations running lean, consistent, and predictive—all centered around your customer needs. ”246 chars
Description	1195 / 2000 chars60% used	1160 / 2000 chars58% used
Screenshots	—	—
Languages	en	nlenfrdeda+6 more
Platforms	Salesforce	Salesforce
Developer	Passage Technology	Certinia

At a glance

8 metrics · auto-computed

Feature comparison between Rollup Helper - A Declarative Roll-up Platform for Salesforce® and FinancialForce Services Analytics
Metric	Rollup Helper - A Declarative Roll-up Platform for Salesforce®	FinancialForce Services Analytics
Rating	4.8 ★	★ 5.0 ★
Total reviews	★ 505	1
Free plan	★ Yes	—
Pricing	freemium	paid
Pricing tiers	—	1 tier
Listed features	★ 7	3
Languages	1 supported	11 supported
Listed since	Jun 2012	Aug 2016

AppRanks verdict

Generated from live data on this page

The call

FinancialForce Services Analytics edges out Rollup Helper - A Declarative Roll-up Platform for Salesforce® on rating (5.0★ vs 4.8★), but the gap is small enough that pricing fit and feature differentiation should drive the decision more than the headline number.

Pricing

On pricing, Rollup Helper - A Declarative Roll-up Platform for Salesforce® offers a free tier (freemium) while FinancialForce Services Analytics starts at paid. For early-stage teams validating fit, the free-tier path lets you run the app on real workloads before committing budget.

Review base

Rollup Helper - A Declarative Roll-up Platform for Salesforce® has the larger user base (505 reviews vs 1), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. FinancialForce Services Analytics's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat.

Who should pick what

Recommended by size: small/early-stage admins who need fast install and low risk should default to FinancialForce Services Analytics; mid-market and enterprise admins with specific feature requirements should evaluate both — Rollup Helper - A Declarative Roll-up Platform for Salesforce®'s 505-review base may include the workflow context that matches your specific use case better than FinancialForce Services Analytics's broader-but-shallower coverage.

How this is generated

This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Salesforce AppExchange listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.

Read each app's audit: Rollup Helper - A Declarative Roll-up Platform for Salesforce® audit • FinancialForce Services Analytics audit

Listed	June 13, 2012	August 31, 2016

Last updated	—	—

3. 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.

FinancialForce Services Analytics

BILLINGS FORECASTING Get unmatched visibility into every dollar recognized and planned, and make critical decisions in an informed and predictable manner. View your forecast at any point throughout the year to get up-to-date actuals and assignments.
BACKLOG VISIBILITY Build staffing models geared to drive higher margins, quicker delivery, and customer satisfaction. Personalize dashboards by customer, region, practice, and group, ranging from a single project to entire portfolio.
SMART CAPACITY PLANNING View and better understand all aspects of a resource schedule—project time, PTO, non-billable time, backlog—predict needs and optimize staffing. Automate repeatable processes and boost utilization and billing rates.

Keyword	Rollup Helper - A Declarative Roll-up Platform for Salesforce®	FinancialForce Services Analytics
analytics	#1	#2

7. 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%

FinancialForce Services Analytics

INTELLIGENT, PREDICTIVE, & ACTIONABLE INSIGHTS Your business has captured more structured and unstructured data about your customers and financial trends than any human, spreadsheet, or traditional analytics tool could realistically process. Turn that valuable data into action with Certinia Analytics & Reporting. Run a more predictable, efficient business and exceed customer expectations. CUSTOMER INSIGHTS Get rich analytics on patterns of customer behavior, sentiment, and product usage data. Know exactly which customers are likely to renew and upgrade, and which ones need proactive outreach to prevent customer churn. ANALYTICS FROM OPP TO RENEWAL Crunch millions of transactions in seconds and generate comprehensive business insights based on sales, orders, service delivery, and financial data across the entire customer lifecycle. MILESTONE MANAGEMENT Use a scenario-based approach, applying the appropriate delivery curves and weighting system for true outcomes, to track critical milestones and corresponding business impact. EXTENSION OF CERTINIA PSA Optimize resource planning and project profitability with analytics powered by Einstein.

Top keywords

analytics5×3.23%
customer5×3.23%
business4×2.58%
data4×2.58%
insights3×1.94%
certinia2×1.29%
customers2×1.29%
delivery2×1.29%

FinancialForce Services Analytics vs Rollup Helper - A Declarative Roll-up Platform for Salesforce®

FinancialForce Services Analytics

1. Listing metadata

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

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

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

FinancialForce Services Analytics · 0 changes

7. App details

Frequently asked

Is Rollup Helper - A Declarative Roll-up Platform for Salesforce® or FinancialForce Services Analytics cheaper?

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

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