Is Rollup Helper - A Declarative Roll-up Platform for Salesforce® or Excel.IO cheaper?

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

Rollup Helper - A Declarative Roll-up Platform for Salesforce® vs Excel.IO

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®	Excel.IO
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	“Excel.IO helps you export data from any list views, you change data in excel and then import them into Salesforce! Excel.IO also provides a Lightning component to export data to Excel for any list of records!”208 chars
Description	1195 / 2000 chars60% used	457 / 2000 chars23% used
Screenshots	—	—
Languages	en	enzh_CN
Platforms	Salesforce	Salesforce
Developer	Passage Technology	Each Cloud
Listed

At a glance

7 metrics · auto-computed

Feature comparison between Rollup Helper - A Declarative Roll-up Platform for Salesforce® and Excel.IO
Metric	Rollup Helper - A Declarative Roll-up Platform for Salesforce®	Excel.IO
Rating	★ 4.8 ★	3.8 ★
Total reviews	★ 505	8
Free plan	Yes	Yes
Pricing	freemium	free
Listed features	★ 7	3
Languages	1 supported	2 supported
Listed since	Jun 2012	Feb 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 Excel.IO's 3.8★ is a meaningful gap that usually reflects real product or support quality differences across the user base.

Pricing

Pricing entry tiers: Rollup Helper - A Declarative Roll-up Platform for Salesforce® at freemium, Excel.IO 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 8), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. Excel.IO'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 — Excel.IO's 8-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 • Excel.IO 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.

Excel.IO

Data Exporting: you can export data from any list views, regardless of standard or custom objects. It fully supports Lightning Experience list views.
Data Importing: you can import data to Salesforce conveniently via buttons on list views with Excel. Excel Impoting Engine will do the magic.
Exporting Anywhere: you can export any list of records by passing them into the custom Lightning component, which is driven by the Excel Exporting Engine.

4. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Rollup Helper - A Declarative Roll-up Platform for Salesforce®	Excel.IO
lifecycle	#1	Not ranked
anything	#1	Not ranked
tracking and	#1	Not ranked
list views	Not ranked	#3
list views or	Not ranked	#3

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%

Excel.IO

1. Data Exporting: you can export data from any list views, regardless of standard or custom objects. It fully supports Lightning Experience list views. 2. Data Importing: you can import data to Salesforce conveniently via buttons on list views with Excel. Excel Impoting Engine will do the magic. 3. Exporting Anywhere: you can export any list of records by passing them into the custom Lightning component, which is driven by the Excel Exporting Engine.

Top keywords

data4×5.41%
list4×5.41%
excel3×4.05%
exporting3×4.05%
list views3×4.05%
views3×4.05%
custom2×2.70%
engine2×2.70%
export2×2.70%
lightning2×2.70%

Rollup Helper - A Declarative Roll-up Platform for Salesforce® vs Excel.IO

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

1. Listing metadata

Excel.IO

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

Excel.IO · 0 changes

6. App details

Frequently asked

Is Rollup Helper - A Declarative Roll-up Platform for Salesforce® or Excel.IO cheaper?

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

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

Which works better for small vs large Salesforce AppExchange admins?

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