Cyntexa Easy Rollup

Easy RollUp by Cyntexa is a FREE application that helps to create unlimited rollup summary in Salesforce.

Easy Rollup is the smart choice because it's: ✔Easier to Use ✔More Powerful ✔Free of Cost ✔Provides no limit on the number of Rollups

Easy Rollup is 100% native which means it runs seamlessly within Salesforce with user-friendly UI. It is easy to install and doesn’t require any additional setup to get started.

Easy Rollup helps businesses to create a custom Rollup Summary in Salesforce with clicks and no code. It allows to leverage the following functionalities within Salesforce:

Supports roll-up on lookup objects as well.
Export the records(either selected or all) in a single click.
Create a filter and add more than one criteria in a single filter.
View the number of Rollups on objects in graphical format.
Edit any existing Rollup detail and filters.
User-friendly UI.

Rolling up data inside Salesforce was never so easy.

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Cyntexa Easy Rollup Reviews and Details

This page is designed to help you find out whether Cyntexa Easy Rollup is good and if it is the right choice for you.

#Salesforce Tools #Data Dashboard #Data Visualization #Data Extraction #Salesforce App

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2022-08-08

Features & Specs

Simplified Roll-Up Summaries Across Objects

Cyntexa Easy Rollup allows users to create roll-up summary fields across any Salesforce objects, including those that don't have a direct master-detail relationship. This overcomes one of Salesforce's key native limitations where roll-up summaries are restricted to master-detail relationships only.
No-Code / Declarative Configuration

The app provides a user-friendly, declarative interface that allows Salesforce admins to configure roll-up summaries without writing any Apex code or complex automation. This makes it accessible to non-developers and reduces implementation time significantly.
Support for Multiple Aggregate Functions

Easy Rollup supports various aggregate operations such as SUM, COUNT, MIN, MAX, and AVG, giving users flexibility to perform a wide range of calculations on related records to meet diverse business reporting needs.
Filter Criteria for Roll-Ups

Users can define filter criteria to control which child records are included in the roll-up calculation. This allows for more precise and meaningful summaries by excluding irrelevant records from the aggregation.
Works with Lookup Relationships

Unlike Salesforce's native roll-up summary fields that require master-detail relationships, Easy Rollup works with standard lookup relationships, making it versatile for a broader range of data models and object configurations without restructuring your schema.

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Easy RollUp | Roll Up Everything Beyond Limits (A Salesforce Application By Cyntexa)

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