Easy Rollup by Cyntexa is a FREE native application that operates entirely on Salesforce. Its main aim is to help businesses organize, manage, and view data more simply. This application allows you to roll up any information in Salesforce with just clicks and not code. You can do this with a single click if you want to save roll-up data in the existing field. It helps you create a rollup summary field in Salesforce, for not only the master-detail relationships but also the lookup relationships. Also, with this Salesforce AppExchange product, you can roll up any Salesforce data such as count, sum, max, min, average, roll-ups.
If you're looking for an application that can create new fields and update rollup data with clicks instead of code, Easy Rollup is the app of choice.
Easy RollUp Features
Rollup of Lookup Objects
Now you can create and update roll-up data in these five forms: Count, Sum, Minimum, Maximum, Average.
A simple user-friendly interface that is easy to use and will provide you quick access to all the features.
Now you easily convert the rollup data into Text & Excel and export the rollup data with the Easy RollUp app.
Have a detailed view of the performance and summarized information with the help of bar and donut charts.
Choose a part of your data set that you want to view or analyze.
How Easy RollUp Works?
Watch the video to check out how Easy RollUp works and how it can be a beneficial asset for your business in creating roll-ups for your data.
We ensure to provide the best and unique payment processing via Easy Rollup to fulfill client’s
requirements. We don’t say it, but our clients speak on behalf of us
This application has greatly aided our organization. It has simplified and expedited the process of constructing rollups for lookup relationships.The staff has also assisted us in seamlessly incorporating it into our organization.
Easy! Quick! Simple!
As the name implies, Easy Rollup is "Simple" and "Easy". Easy to Install. Easy to understand. Easy to handle. Looking forward to more applications like this from Cyntexa!
Best in the segment!
Installation and Implementation of Easy Rollup in our organization not only reduced the time and effort required to create roll-up summary fields, but also benefitted us in terms of data visualization, data export, and seamless data processing! Kudos!
Would Recommend it Undoubtedly!!
After exploring the technical details of certain features that Salesforce offers, we experienced that some functionalities are not that fulfilling like creating the rollup summary fields in lookup relationships. Easy Rollup has really made this possible and that too to a very great extent.
Super easy to setup.
Just remember to first create the fields "Number" or "Currency" on the parent object to store the rollup values. Struggled initially with this because I thought it was all part of the flow setup screen.
Frequently Asked Questions
Easy Rollup by Cyntexa is a FREE native application on Salesforce AppExchange that helps businesses organize, manage, and view data more simply. This application allows you to roll up any information in Salesforce with just clicks and not code. If you want to save roll-up data in the existing field, you can do this with a single click.
If you are looking for an application where you can create a new field, and update roll-up data there with clicks then Easy Rollup is the best app for you.
With Easy Rollup, you can roll up any Salesforce data such as count, sum, max, min, average, percent, lookups, text, formula, and multi-currency roll-ups.
Easy Rollup gives you the facility to create five types of rollup:
Easy Rollup is a FREE application that comes with some of the amazing features.
Rollup of Lookup Objects
Here’s what is coming as part of the next release.
Percentage rollup (Based on Filter value )
Percentage rollup of a picklist field (Percentage rollup based on the selected value of a picklist field )
Cross Object rollups
Rollup using an editable query
Rollup using CSV import
Rollup on Text fields
There are many salesforce applications that can help you in creating rollup inside Salesforce. One such application is Easy RollUp. It is a FREE application that allows you to roll up any information in Salesforce with just clicks and not code.
Easy RollUp is a FREE application that can be installed from Salesforce App Exchange easily. After installing you can set up in your organization. You can download our installation guide or check the Installation Video for assistance.
Register to watch the complete demo video. After you've submitted the form we will send you a mail with the link of Easy RollUp Demo embedded in it.
Not only this we will send you the details of the features and benefits of Easy RollUp as well.
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