Is Rollup Helper - A Declarative Roll-up Platform for Salesforce® or Unleash Your Formula cheaper?

Both Rollup Helper - A Declarative Roll-up Platform for Salesforce® and Unleash Your Formula offer paid plans only. Rollup Helper - A Declarative Roll-up Platform for Salesforce® starts at freemium; Unleash Your Formula starts at free. 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). Unleash Your Formula 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 Unleash Your Formula — Salesforce

Unleash Your Formula vs Rollup Helper - A Declarative Roll-up Platform for Salesforce®

Side-by-side comparison · 24 data points

Unleash Your Formula

4.8·8reviews

Ever run into Formula character limits? Wanted to search by Formula value? Wanted to use relationship Formulas in Roll-up Summaries? Wanted to trigger events based of changes in Formula values (e.g. send Email on birthday)? This app solves it all.

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1. Listing metadata

Field-level data

	Rollup Helper - A Declarative Roll-up Platform for Salesforce®	Unleash Your Formula
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	“Ever run into Formula character limits? Wanted to search by Formula value? Wanted to use relationship Formulas in Roll-up Summaries? Wanted to trigger events based of changes in Formula values (e.g. send Email on birthday)? This app solves it all.”250 chars
Description	1195 / 2000 chars60% used	1181 / 2000 chars59% used
Screenshots	—	—
Languages	en	en
Platforms	Salesforce	Salesforce
Developer	Passage Technology	Apsario
Listed

At a glance

7 metrics · auto-computed

Feature comparison between Rollup Helper - A Declarative Roll-up Platform for Salesforce® and Unleash Your Formula
Metric	Rollup Helper - A Declarative Roll-up Platform for Salesforce®	Unleash Your Formula
Rating	★ 4.8 ★	4.8 ★
Total reviews	★ 505	8
Free plan	Yes	Yes
Pricing	freemium	free
Listed features	★ 7	3
Languages	1 supported	1 supported
Listed since	Jun 2012	Feb 2021

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.

Unleash Your Formula

Effectively surpass formula character limits. If you run into the 5k character limit, you can break up your Formula into multiple Formulas that each reference the *static* formula fields.
Expanded set of tools to trigger Workflow, Flows, Process Builder or Apex Triggers. For example, trigger a flow annually on the contact's birthday, using a mapped formula field Birthdate = TODAY().
Add formulas as search fields and speed up queries You can use the static field to the search layouts to search by it. Also if a formula field needs to be indexed and is not indexable, use the mapped non-formula field in queries.

Keyword	Rollup Helper - A Declarative Roll-up Platform for Salesforce®	Unleash Your Formula
search	#11	#12

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%

Unleash Your Formula

Unleash Your Formula is based on a simple concept: by copying and syncing Formula fields to "Static" (i.e. non-formula) fields, we preserve all the advantages of formula fields with none of the limitations. These are some of the benefits. 1. An expanded set of tools to trigger Workflow, Flows, Process Builder or Apex Triggers. For example, you can set a formula field to be true if it’s a contacts birthday today. and then trigger a flow annually on the contact's birthday. 2. Effectively surpass formula character limits. If you run into the 5k character limit, you can break up your Formula into multiple Formulas that each reference the *static* mapped formula fields. The system will know to process it in the order of dependencies. 3. Ability to create rollup summaries that include formulas that reference other objects If a rollup summary needs to sum or filter by a formula field that has a relationship, you can use this mapping to circumvent this limitation. 4. Search by formula fields and speed up existing search. Simply mapping and using the static field allows you to search by any formula field. You can also index the static field to speed up searches.

Top keywords

formula10×4.98%
field5×2.49%
fields5×2.49%
formula fields4×1.99%
static4×1.99%
formula field3×1.49%
search3×1.49%
birthday2×1.00%

Unleash Your Formula vs Rollup Helper - A Declarative Roll-up Platform for Salesforce®

Unleash Your Formula

1. Listing metadata

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

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

Unleash Your Formula · 0 changes

6. App details

Frequently asked

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Which works better for small vs large Salesforce AppExchange admins?

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