Should I choose Rollup Helper - A Declarative Roll-up Platform for Salesforce® or Processity - Process Intelligence?

Processity - Process Intelligence 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). Processity - Process Intelligence 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.

AppRanks

Rollup Helper - A vs Processity - Process — Salesforce

Processity - Process Intelligence vs Rollup Helper - A Declarative Roll-up Platform for Salesforce®

Side-by-side comparison · 24 data points

Processity - Process Intelligence

5.0·2reviews

Processity supercharges your service process understanding using process mining insights - understand your service process variations, case bottlenecks, process adherence to optimize your processes for NPS, CSAT, and more - all natively in Salesforce.

salesforcepaid

Change

1. Listing metadata

Field-level data

	Rollup Helper - A Declarative Roll-up Platform for Salesforce®	Processity - Process Intelligence
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	“Processity supercharges your service process understanding using process mining insights - understand your service process variations, case bottlenecks, process adherence to optimize your processes for NPS, CSAT, and more - all natively in Salesforce.”251 chars
Description	1195 / 2000 chars60% used	656 / 2000 chars33% used
Screenshots	—	—
Languages	en	en
Platforms	Salesforce	Salesforce
Developer	Passage Technology	Processity.ai
Listed

At a glance

8 metrics · auto-computed

Feature comparison between Rollup Helper - A Declarative Roll-up Platform for Salesforce® and Processity - Process Intelligence
Metric	Rollup Helper - A Declarative Roll-up Platform for Salesforce®	Processity - Process Intelligence
Rating	4.8 ★	★ 5.0 ★
Total reviews	★ 505	2
Free plan	★ Yes	—
Pricing	freemium	paid
Pricing tiers	—	1 tier
Listed features	7	★ 9
Languages	1 supported	1 supported
Listed since	Jun 2012	May 2025

AppRanks verdict

Generated from live data on this page

The call

Processity - Process Intelligence 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 Processity - Process Intelligence 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 2), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. Processity - Process Intelligence'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 Processity - Process Intelligence; 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 Processity - Process Intelligence'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 • Processity - Process Intelligence audit

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.

Processity - Process Intelligence

Deep Process Visualization: Gain a 360-degree view of your end-to-end service processes within Salesforce. Understand how data flows through your system from start-to-finish, uncovering inefficiencies, process adherence - all natively in Salesforce
Bottleneck Identification: Quickly pinpoint areas where processes slow down, resources are underutilized, or standard operating procedures are not being followed; and address issues before they impact your critical service metrics
Data-Driven Optimization: Leverage actionable insights derived from your own data to streamline your service operations, reduce case handling costs, and enhance customer satisfaction
Analytics: Stay ahead with up-to-the-minute analytics that keep you informed about the health of your service processes
Seamless Salesforce Integration: Built exclusively for Salesforce, Processity knows Salesforce Service Cloud, so you can quickly get up-and-running with process insights

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Rollup Helper - A Declarative Roll-up Platform for Salesforce®	Processity - Process Intelligence
lifecycle	#1	Not ranked
anything	#1	Not ranked
tracking and	#1	Not ranked
process by	Not ranked	#3
and process	Not ranked	#3

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%

Processity - Process Intelligence

Elevate your Salesforce service implementation with Processity — bring process mining clarity and insight to your Salesforce service processes. Processity seamlessly integrates with Salesforce to provide a comprehensive visualization of your service workflows, allowing you to identify paths through your processes, bottlenecks, time lags, to drive efficiency and metric performance like never before. Understand the process drivers of your organizations key metrics in Service - identify case ping-pong, sales stage skips, or long-cycle times for your organization’s service management and how these impact your service metrics like NPS, CSAT, and more.

Top keywords

service6×6.59%
salesforce3×3.30%
identify2×2.20%
metrics2×2.20%
process2×2.20%
processes2×2.20%
processity2×2.20%
salesforce service2×2.20%

Processity - Process Intelligence vs Rollup Helper - A Declarative Roll-up Platform for Salesforce®

Processity - Process Intelligence

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

Processity - Process Intelligence · 0 changes

7. App details

Frequently asked

Is Rollup Helper - A Declarative Roll-up Platform for Salesforce® or Processity - Process Intelligence cheaper?

Which has better reviews, Rollup Helper - A Declarative Roll-up Platform for Salesforce® or Processity - Process Intelligence?

Should I choose Rollup Helper - A Declarative Roll-up Platform for Salesforce® or Processity - Process Intelligence?

Which is faster to set up, Rollup Helper - A Declarative Roll-up Platform for Salesforce® or Processity - Process Intelligence?

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Which works better for small vs large Salesforce AppExchange admins?

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