Is Rollup Helper - A Declarative Roll-up Platform for Salesforce® or Yesware: Reports & Dashboards for Salesforce cheaper?

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

Should I choose Rollup Helper - A Declarative Roll-up Platform for Salesforce® or Yesware: Reports & Dashboards for Salesforce?

Yesware: Reports & Dashboards for Salesforce 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 is faster to set up, Rollup Helper - A Declarative Roll-up Platform for Salesforce® or Yesware: Reports & Dashboards for Salesforce?

Both apps are one-click installs from the Salesforce AppExchange. Rollup Helper - A Declarative Roll-up Platform for Salesforce® has the deeper published review base (505 vs 2), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

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). Yesware: Reports & Dashboards for Salesforce typically suits early-stage and growth-mode teams based on its published review base (2 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.

Can I migrate data between Rollup Helper - A Declarative Roll-up Platform for Salesforce® and Yesware: Reports & Dashboards for Salesforce?

Migration support varies by app and category. Rollup Helper - A Declarative Roll-up Platform for Salesforce® and Yesware: Reports & Dashboards 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 Yesware: Reports & Dashboards 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 vs Yesware: Reports & — Salesforce

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

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®	Yesware
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	“Click “Get It Now” to install 4 free reporting dashboards by Yesware. Visualize email, call and calendar activity across your sales team. See how their activity leads to outcomes like meetings booked and closed-won revenue when you install this app.”249 chars
Description	1195 / 2000 chars60% used	714 / 2000 chars36% used
Screenshots	—	—
Languages	en	en
Platforms	Salesforce	Salesforce
Developer	Passage Technology	Yesware, Inc.
Listed

At a glance

7 metrics · auto-computed

Feature comparison between Rollup Helper - A Declarative Roll-up Platform for Salesforce® and Yesware: Reports & Dashboards for Salesforce
Metric	Rollup Helper - A Declarative Roll-up Platform for Salesforce®	Yesware: Reports & Dashboards for Salesforce
Rating	4.8 ★	★ 5.0 ★
Total reviews	★ 505	2
Free plan	Yes	Yes
Pricing	freemium	free
Listed features	★ 7	3
Languages	1 supported	1 supported
Listed since	Jun 2012	Nov 2019

AppRanks verdict

Generated from live data on this page

The call

Yesware: Reports & Dashboards for Salesforce 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

Pricing entry tiers: Rollup Helper - A Declarative Roll-up Platform for Salesforce® at freemium, Yesware: Reports & Dashboards for Salesforce at free. Check each app's tier structure for the capacity limits you actually need before deciding — the headline number is the same shape, but the gating shape per tier (seats, usage volume, integrations) varies.

Review base

Rollup Helper - A Declarative Roll-up Platform for Salesforce® has the larger user base (505 reviews vs 2), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. Yesware: Reports & Dashboards for Salesforce'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 Yesware: Reports & Dashboards for Salesforce; 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 Yesware: Reports & Dashboards for Salesforce'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 • Yesware: Reports & Dashboards for Salesforce audit

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.

Yesware

Yesware’s core purpose is to empower humans to build lasting business relationships. Our sales enablement software acts as your co-pilot throughout your pre and post sales process.
We have developed this reporting, native within Salesforce, to quickly visualize what's working across your team. These reports and dashboards are completely FREE for you and easy to set up.
If you experience any issues, contact [email protected] for immediate assistance. We look forward to working with you and supporting your growth in the years ahead.

4. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Rollup Helper - A Declarative Roll-up Platform for Salesforce®	Yesware
reports	#9	#3
reports and	#9	#3
and dashboards	#12	#5
dashboards to	#11	#6
sign	#119	#63

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%

Yesware

Here are frequently asked questions below: WHY INSTALL THIS PACKAGE? We designed these dashboards to work for you immediately upon installation without any configuration required. You will gain access to 4 dashboards with a total of 40 reports. WHAT REPORTS AND DASHBOARDS ARE INCLUDED? - Activity Dashboard includes 12 reports - Templates Dashboard includes 12 reports - Campaigns Dashboard includes 6 reports - Meetings & Opportunities Dashboard includes 6 reports HOW DO I SYNC ACTIVITY TO THE DASHBOARDS? Simply install Yesware at yesware.com/sign-up. Do this for yourself and your team of users. Yesware integrates with Gmail & O365. In your preferences, you’ll need to connect your Salesforce account.

Top keywords

reports6×5.50%
dashboard4×3.67%
dashboard includes4×3.67%
dashboards4×3.67%
includes4×3.67%
yesware3×2.75%
122×1.83%
12 reports2×1.83%
activity2×1.83%
dashboard includes 122×1.83%

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

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

1. Listing metadata

Yesware

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

Yesware · 0 changes

6. App details

Frequently asked

Is Rollup Helper - A Declarative Roll-up Platform for Salesforce® or Yesware: Reports & Dashboards for Salesforce cheaper?

Which has better reviews, Rollup Helper - A Declarative Roll-up Platform for Salesforce® or Yesware: Reports & Dashboards for Salesforce?

Should I choose Rollup Helper - A Declarative Roll-up Platform for Salesforce® or Yesware: Reports & Dashboards for Salesforce?

Which is faster to set up, Rollup Helper - A Declarative Roll-up Platform for Salesforce® or Yesware: Reports & Dashboards for Salesforce?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Which works better for small vs large Salesforce AppExchange admins?

Can I migrate data between Rollup Helper - A Declarative Roll-up Platform for Salesforce® and Yesware: Reports & Dashboards for Salesforce?