Can I migrate data between Rollup Helper - A Declarative Roll-up Platform for Salesforce® and PSignite OptimizerCG for Salesforce Customer 360 for Consumer Goods.?

Migration support varies by app and category. Rollup Helper - A Declarative Roll-up Platform for Salesforce® and PSignite OptimizerCG for Salesforce Customer 360 for Consumer Goods. 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 PSignite OptimizerCG for Salesforce Customer 360 for Consumer Goods." 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 PSignite OptimizerCG — Salesforce

Rollup Helper - A Declarative Roll-up Platform for Salesforce® vs PSignite OptimizerCG for Salesforce Customer 360 for Consumer Goods.

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®	PSignite OptimizerCG for Salesforce Customer 360 for Consumer Goods.
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	“The official TPO partner solution for Salesforce Customer 360 for Consumer Goods. With the most advanced functionality in the industry, discover a solution built on AI and ML to optimize pricing, promotions, trade spend, and AOP planning.”238 chars
Description	1195 / 2000 chars60% used	529 / 2000 chars26% used
Screenshots	—	—
Languages	en	en
Platforms	Salesforce	Salesforce
Developer	Passage Technology	PSignite

At a glance

8 metrics · auto-computed

Feature comparison between Rollup Helper - A Declarative Roll-up Platform for Salesforce® and PSignite OptimizerCG for Salesforce Customer 360 for Consumer Goods.
Metric	Rollup Helper - A Declarative Roll-up Platform for Salesforce®	PSignite OptimizerCG for Salesforce Customer 360 for Consumer Goods.
Rating	4.8 ★	—
Total reviews	505	0
Free plan	★ Yes	—
Pricing	freemium	paid
Pricing tiers	—	1 tier
Listed features	★ 7	3
Languages	1 supported	1 supported
Listed since	Jun 2012	May 2021

AppRanks verdict

Generated from live data on this page

The call

Based on the data on this page, Rollup Helper - A Declarative Roll-up Platform for Salesforce® is the stronger choice for most Salesforce AppExchange admins — 4.8★ vs PSignite OptimizerCG for Salesforce Customer 360 for Consumer Goods.'s 0.0★ is a meaningful gap that usually reflects real product or support quality differences across the user base.

Pricing

On pricing, Rollup Helper - A Declarative Roll-up Platform for Salesforce® offers a free tier (freemium) while PSignite OptimizerCG for Salesforce Customer 360 for Consumer Goods. 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 0), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. PSignite OptimizerCG for Salesforce Customer 360 for Consumer Goods.'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 Rollup Helper - A Declarative Roll-up Platform for Salesforce®; mid-market and enterprise admins with specific feature requirements should evaluate both — PSignite OptimizerCG for Salesforce Customer 360 for Consumer Goods.'s 0-review base may include the workflow context that matches your specific use case better than Rollup Helper - A Declarative Roll-up Platform 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 • PSignite OptimizerCG for Salesforce Customer 360 for Consumer Goods. audit

Listed	June 13, 2012	May 4, 2021

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.

PSignite OptimizerCG for Salesforce Customer 360 for Consumer Goods.

Advanced baseline & promotional volume forecasting through Machine Learning models. API-driven data ingestion. User-driven guardrails.
What-if scenario analysis using greater use of machine learning and artificial intelligence (AI). Auto promotion generation and optimization solutions align with changing Price Elasticities.
Effective trade spending through evidence-based decisions from the actionable Trade Spend Insights. Better decision-making on budget allocation and trade spend optimization. Seamless integration with Salesforce Customer 360 for Consumer Goods.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Rollup Helper - A Declarative Roll-up Platform for Salesforce®	PSignite OptimizerCG for Salesforce Customer 360 for Consumer Goods.
lifecycle	#1	Not ranked
anything	#1	Not ranked
tracking and	#1	Not ranked
laser	Not ranked	#10

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%

PSignite OptimizerCG for Salesforce Customer 360 for Consumer Goods.

Meet OptimizerCG: The official TPO partner solution for Salesforce Customer 360 for Consumer Goods. With the most advanced functionality in the industry, discover a solution that puts machine learning in the hands of users to optimize pricing, promotions, scenario plans, and trade spend across your organization. With laser focus and expertise in the CPG industry and decades of Salesforce development expertise, OptimizerCG brings one source of truth to your organization to increase trade spend efficiency and boost your ROI.

Top keywords

expertise2×2.53%
industry2×2.53%
optimizercg2×2.53%
organization2×2.53%
salesforce2×2.53%
spend2×2.53%
trade2×2.53%
trade spend2×2.53%

Frequently asked

Common questions about this comparison

Is Rollup Helper - A Declarative Roll-up Platform for Salesforce® or PSignite OptimizerCG for Salesforce Customer 360 for Consumer Goods. cheaper?

Rollup Helper - A Declarative Roll-up Platform for Salesforce® is the cheaper option — it offers a free plan (freemium). PSignite OptimizerCG for Salesforce Customer 360 for Consumer Goods. starts at paid. Both publish their pricing on the Salesforce AppExchange; AppRanks mirrors what's listed on each refresh cycle.

Should I choose Rollup Helper - A Declarative Roll-up Platform for Salesforce® or PSignite OptimizerCG for Salesforce Customer 360 for Consumer Goods.?

AppRanks cannot separate these two on rating, because neither publishes one. Rollup Helper - A Declarative Roll-up Platform for Salesforce® does carry the larger published review base (505 vs 0). 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 PSignite OptimizerCG for Salesforce Customer 360 for Consumer Goods.?

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 0), 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). PSignite OptimizerCG for Salesforce Customer 360 for Consumer Goods. typically suits early-stage and growth-mode teams based on its published review base (0 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.

Rollup Helper - A Declarative Roll-up Platform for Salesforce® vs PSignite OptimizerCG for Salesforce Customer 360 for Consumer Goods.

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

1. Listing metadata

PSignite OptimizerCG for Salesforce Customer 360 for Consumer Goods.

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

PSignite OptimizerCG for Salesforce Customer 360 for Consumer Goods. · 0 changes

7. App details

Frequently asked

Is Rollup Helper - A Declarative Roll-up Platform for Salesforce® or PSignite OptimizerCG for Salesforce Customer 360 for Consumer Goods. cheaper?

Should I choose Rollup Helper - A Declarative Roll-up Platform for Salesforce® or PSignite OptimizerCG for Salesforce Customer 360 for Consumer Goods.?

Which is faster to set up, Rollup Helper - A Declarative Roll-up Platform for Salesforce® or PSignite OptimizerCG for Salesforce Customer 360 for Consumer Goods.?

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 PSignite OptimizerCG for Salesforce Customer 360 for Consumer Goods.?