Is Rollup Helper - A Declarative Roll-up Platform for Salesforce® or ASSETS UNDER MANAGMENT & PROFITABILITY | Tableau Accelerator Financial Service cheaper?

Both Rollup Helper - A Declarative Roll-up Platform for Salesforce® and ASSETS UNDER MANAGMENT & PROFITABILITY | Tableau Accelerator Financial Service offer paid plans only. Rollup Helper - A Declarative Roll-up Platform for Salesforce® starts at freemium; ASSETS UNDER MANAGMENT & PROFITABILITY | Tableau Accelerator Financial Service starts at free. Compare the per-tier features in the Pricing section above before committing.

Which is faster to set up, Rollup Helper - A Declarative Roll-up Platform for Salesforce® or ASSETS UNDER MANAGMENT & PROFITABILITY | Tableau Accelerator Financial Service?

Both apps are one-click installs from the Salesforce AppExchange marketplace. Rollup Helper - A Declarative Roll-up Platform for Salesforce® has more onboarding documentation maturity (505 reviews vs 0), which usually translates to better-tested setup wizards and quicker time-to-value. AppRanks doesn't measure setup time directly — read the recent reviews on each app's detail page for merchant-reported install experience.

Which works better for small vs large Salesforce AppExchange stores?

Rollup Helper - A Declarative Roll-up Platform for Salesforce® typically suits early-stage and growth-mode stores based on its review-base composition (505 reviews). ASSETS UNDER MANAGMENT & PROFITABILITY | Tableau Accelerator Financial Service aligns more with early-stage and growth-mode stores (0 reviews). Larger review bases generally mean the app has been load-tested at scale — relevant if you're processing high order volume or handling enterprise compliance requirements.

Can I migrate data between Rollup Helper - A Declarative Roll-up Platform for Salesforce® and ASSETS UNDER MANAGMENT & PROFITABILITY | Tableau Accelerator Financial Service?

Migration support varies by app and category. Rollup Helper - A Declarative Roll-up Platform for Salesforce® and ASSETS UNDER MANAGMENT & PROFITABILITY | Tableau Accelerator Financial Service 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 ASSETS UNDER MANAGMENT & PROFITABILITY | Tableau Accelerator Financial Service" 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 ASSETS UNDER — Salesforce

Rollup Helper - A Declarative Roll-up Platform for Salesforce® vs ASSETS UNDER MANAGMENT & PROFITABILITY | Tableau Accelerator Financial Service

Side-by-side comparison · 24 data points

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

4.8·505reviews

With Rollup Helper, you can roll-up any Salesforce® data: Quickly configure count, average, percent, lookup, text, formula, sum, max, min, hierarchy, multi-currency roll-ups and more. Roll up the data your users need on records, list views, or reports!

Shopifyfreemium

Change

1. Listing metadata

Field-level data

	Rollup Helper - A Declarative Roll-up Platform for Salesforce®	ASSETS UNDER MANAGMENT & PROFITABILITY \| Tableau Accelerator Financial Service
Tagline	“With Rollup Helper, you can roll-up any Salesforce® data: Quickly configure count, average, percent, lookup, text, formula, sum, max, min, hierarchy, multi-currency roll-ups and more. Roll up the data your users need on records, list views, or reports!”252 chars	“Assess your overall performance. Identify most impactful Business Lines. Review your Client Portfolio and identify outliers. Determine the dynamics of (in/out)flows across mandates and pinpoint what are the drivers. Deep-dive at Client level of detail”251 chars
Description	1198 / 2000 chars60% used	124 / 2000 chars6% used
Screenshots	—	—
Languages	en	en
Platforms	Shopify	Shopify
Developer	Passage Technology	Salesforce Labs

At a glance

8 metrics · auto-computed

Feature comparison between Rollup Helper - A Declarative Roll-up Platform for Salesforce® and ASSETS UNDER MANAGMENT & PROFITABILITY | Tableau Accelerator Financial Service
Metric	Rollup Helper - A Declarative Roll-up Platform for Salesforce®	ASSETS UNDER MANAGMENT & PROFITABILITY \| Tableau Accelerator Financial Service
Rating	4.8 ★	—
Total reviews	505	0
Free plan	Yes	Yes
Pricing	freemium	free
Built for Shopify	—	—
Listed features	★ 6	4
Languages	1 supported	1 supported
Listed since	Jun 2012	Aug 2023

AppRanks verdict

Generated from live data on this page

Based on the data on this page, Rollup Helper - A Declarative Roll-up Platform for Salesforce® is the stronger choice for most Salesforce AppExchange merchants — 4.8★ vs ASSETS UNDER MANAGMENT & PROFITABILITY | Tableau Accelerator Financial Service's 0.0★ is a meaningful gap that usually reflects real product or support quality differences across the user base. Pricing entry tiers: Rollup Helper - A Declarative Roll-up Platform for Salesforce® at freemium, ASSETS UNDER MANAGMENT & PROFITABILITY | Tableau Accelerator Financial Service 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 (apps, orders, integrations) varies. 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. ASSETS UNDER MANAGMENT & PROFITABILITY | Tableau Accelerator Financial Service's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat. Recommended by store size: small/early-stage merchants who need fast install and low risk should default to Rollup Helper - A Declarative Roll-up Platform for Salesforce®; mid-market and enterprise merchants with specific feature requirements should evaluate both — ASSETS UNDER MANAGMENT & PROFITABILITY | Tableau Accelerator Financial Service'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. 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 • ASSETS UNDER MANAGMENT & PROFITABILITY | Tableau Accelerator Financial Service audit

Listed	June 13, 2012	August 25, 2023

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

ASSETS UNDER MANAGMENT & PROFITABILITY | Tableau Accelerator Financial Service

🚀 Rapid & Cost-effective Deployment Pre-built solutions that significantly reduce the time and effort required to implement analytical apps
🎯 Business Relevance & Outcome Driven Instant access to peer best practices that address common challenges and requirements for your specific industry & business function
🛡️ Trust, Consistency & Standardization Promote consistency and standardization in data analysis and reporting across your organization Consistent metrics & user experience
🏆 Elevation of your Performance Interactive, engaging, highly professional restitutions will add value to your presentation, reinforce trust, and impress your audience

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Rollup Helper - A Declarative Roll-up Platform for Salesforce®	ASSETS UNDER MANAGMENT & PROFITABILITY \| Tableau Accelerator Financial Service
health	#1	Not ranked
salesforce account	#1	Not ranked
schedule as many	#1	Not ranked

Rollup Helper - A Declarative Roll-up Platform for Salesforce® vs ASSETS UNDER MANAGMENT & PROFITABILITY | Tableau Accelerator Financial Service

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

1. Listing metadata

ASSETS UNDER MANAGMENT & PROFITABILITY | Tableau Accelerator Financial Service

At a glance

AppRanks verdict

3. Features

4. Categories & rankings

5. Search rankings

7. Activity in the last 90 days

Rollup Helper - A Declarative Roll-up Platform for Salesforce® · 3 changes

ASSETS UNDER MANAGMENT & PROFITABILITY | Tableau Accelerator Financial Service · 1 changes

9. App details

Frequently asked

Is Rollup Helper - A Declarative Roll-up Platform for Salesforce® or ASSETS UNDER MANAGMENT & PROFITABILITY | Tableau Accelerator Financial Service cheaper?

Should I choose Rollup Helper - A Declarative Roll-up Platform for Salesforce® or ASSETS UNDER MANAGMENT & PROFITABILITY | Tableau Accelerator Financial Service?

Which is faster to set up, Rollup Helper - A Declarative Roll-up Platform for Salesforce® or ASSETS UNDER MANAGMENT & PROFITABILITY | Tableau Accelerator Financial Service?

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More popular comparisons

Which works better for small vs large Salesforce AppExchange stores?

Can I migrate data between Rollup Helper - A Declarative Roll-up Platform for Salesforce® and ASSETS UNDER MANAGMENT & PROFITABILITY | Tableau Accelerator Financial Service?