PWR Rollups is a user-friendly , Salesforce-native application that provides out-of-the-box features to help you build functionality that simplifies the process of building rollups for calculating data values from multi-level data calculations across multiple levels of related objects. It is compatible with seamlessly supports lookup relationships and more.
The application's intuitive and easy-to-use design allows administrators and other non-technical users to meet their needs easily effortlessly create and manage rollups with just a few clicks.
In this guide, we will cover how to use rollups, the prerequisites for installation, and the configuration steps.
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Supports Rollup on both Master-Details and Lookup Relationship.
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clicks—no coding required.
Notable Features of PWR Rollups:
Supports Master-Detail and Lookup Relationships
Inbuilt Recalculation Tool: Recalculate rollup results for existing records with just a few clicks.
Auto calculation of the rollup result on Automatic Recalculation on Reparenting: Rollup values are automatically updated for both new and old parent objects upon when reparenting occurs.
Retry mechanism if any of the rollup operations fails.
Supports schedule rollup for the recalculation process.
Create multiple rollup operations from a single placeScheduled Rollups: Set up scheduled recalculations for rollups, reducing manual effort.
Centralized Rollup Operations: Manage multiple rollup actions from a single interface.
Attractive UI through which user (Development team + Business team) can easily create the rollups. rollup actions (CONCAT, COUNT, COUNT DISTINCT, SUM, Advanced MAX, Advanced MIN, AVG)
Create fields directly from PWR Rollup UI. Avoiding the lengthy process of field creation from the object manager.
With the help of this UI, users can easily create multiple rollup actions at a time under a single rollup. As a result, it saves tons of time and money.
Users can update a large number of records asynchronously by adding custom-defined criteria and filters.
Create fields directly from PWR Rollup UI. Avoiding the lengthy process of field creation from the object managerBulk Record Updates: Asynchronously update large volumes of records using custom criteria and filters.
Easily activate and deactivate the rollup actions.
Support for External Object Rollups: Extend rollup capabilities to external objects, broadening the scope of data aggregation across various orgs.
Support for Text and List Rollups: Combine multiple field values into a single, concatenated string or generate a list of all values from related records, offering concise summaries or detailed views of aggregated data.