Easy Rollup - Create Rollup Summary in Salesforce
 
Document

Easy RollUp

Rollup Everything Beyond Limits!

What is Easy RollUp?

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 summary of lookup objects
Rollup of Lookup Objects

Now you can create and update roll-up data in these five forms: Count, Sum, Minimum, Maximum, Average.

user friendly UI of easy rollup
User-friendly UI

A simple user-friendly interface that is easy to use and will provide you quick access to all the features.

Easily export data
Export Data

Now you easily convert the rollup data into Text & Excel and export the rollup data with the Easy RollUp app.

Graphical Representation of data
Graphical Representation

Have a detailed view of the performance and summarized information with the help of bar and donut charts.

Easily filter Data
Data Filter

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.

Types of RollUp

Here are the five types of rollup that you can create with Easy Rollup.

Count

Count

Sum

Sum

Maximum

Maximum

Minimum

Minimum

Average

Average

count

Count

sum

SUM

Maximum

Maximum

Minimum

Minimum

average

Average

Application Screenshots

Have a look at some of the application screenshots.

easy rollup features
rollup summary on lookup fields
rollup summary field to display a value in a master record and lookup
Export rollup
Graphical representation of rollup summary
Easy rollup filters

Installation Demo?

We are here to help you and make it easier for you to install Easy RollUp.

Watch the demo video for the step-by-step guide of how to install and use Easy RollUp in your Salesforce org.

Future Release Features

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
easy rollup app exchange software

Get your AppExchange app developed

Now the time has come to turn your dream into a reality.

Client Review

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

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:

  1. Count
  2. Sum
  3. Maximum
  4. Minimum
  5. Average

Easy Rollup is a FREE application that comes with some of the amazing features.
  • Rollup of Lookup Objects
  • User-friendly UI
  • Export Data
  • Graphical Representation
  • Data Filter

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.

Check out the video to understand how it actually works.

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.

If you have any doubt you can reach us out for assistance: [email protected]

+Add file

(Only one file can be uploaded)
call

+Add file

(Only one file can be uploaded)