Salesforce is the leading CRM software that is being used by more than 150 million companies and their employees worldwide to store and manage data. But sometimes the huge data set that is collated at times will be difficult to analyze.
So why not concise and summarize it? The Easy Rollup application by Cyntexa helps your business to make it possible. One can create a roll-up summary on any object with any relationship type. Businesses can summarize and share the entire data across departments.
What is a Rollup Summary field in Salesforce?
When the data is collected, filtering is a problem. Regardless of the size of the organization when there is a need for a particular data then you will have to filter the whole data. With the Salesforce Rollup Summary feature, this time-consuming process is eliminated. You will not have to use codes as the rollup data will be summarized in a few clicks.
The Salesforce Rollup feature helps the users to calculate the values from a related list. Values can be displayed by creating a specific rollup field on the desired object. You can create a Rollup summary on the object having a Master-Detail Relationship but can’t create it for the ones having a Lookup relationship. The Rollup Summary Field in Salesforce helps in organizing, managing, and easily exporting the summarized data. With this feature, one can get 4 types of standard rollup data provided by Salesforce.
Cyntexa has developed a free native app for Salesforce named “Easy Rollup”. With this application businesses can create rollups for both master-detail and lookup relationships.
Many business verticals/industries like Sales, Service, Healthcare, Manufacturing, Finance, Education, and Telecommunications will benefit from this app and its varied features.
How many types of rollup summary fields can we create?
You can create 4 types of Rollup in Salesforce but when you use the “Easy Rollup” app from Cyntexa you can create 5. Salesforce provides Count, Sum, Min and Max, but Easy Rollup also provides “Average” in it. This will help you in analyzing the data and acting on it. Let’s understand the types of rollup you can create by using Cyntexa’s Easy Rollup app here:
- Average
This Rollup summary field in Salesforce helps calculate the primary measure without segregation. The average of the individual rows in the table is displayed with the help of this feature.
2. Maximum
Through this value, the information seeker can get the maximum value in the list generated. It helps display the maximum value (in numbers) and helps in better decision-making.
3. Minimum
The word minimum itself implies that you can zero down on the lowest value in the listicle through this feature. It will display the minimum value in real-time, saving your valuable time of not having to scour through the entire listicle.
4. Sum
When a large set of values is recorded, this feature enables you to calculate the sum quickly. You don’t have to use a calculator or any other tool; with this Easy Rollup app by Cyntexa, one can quickly generate the total sum just by clicking a button.
5. Count
Through this, you can understand and calculate the number of child details that are integrated into the master. This will enable your business to analyze the number of reports generated for sales, marketing, and many other things.
Now let us look at some unique features of Easy Rollup by Cyntexa
This is one of the significant facets as one can easily create a roll-up summary field in Salesforce like Count, Sum, Maximum Value, Minimum Value, and even the Average of the rows in the table.
User-Friendly Interface
The app interface is super easy, and you don’t have to dabble or feel lost. You will get the information you need just at the click of a button.
Exporting of Data
The Easy Rollup app user can easily generate and export the data in CSV format in seconds.
Creation of Charts
Even this is made possible with the Easy Rollup app by Cyntexa. The user can compile and display the data through Bar and Donut charts.
Filtering of Data
Sifting through the massive set of data is made all the easier through this feature. The user can easily filter the data and have the required data in real-time.
Now there arises a question as to how you can create a rollup summary field in Salesforce. It is an easy process and needs no codes with the Easy Rollup App. It is a step by step process through which you generate the desired value. You can get a detailed idea of the process through this visual guide by Cyntexa.
Conclusion
Cyntexa is a growing force in Salesforce and has many innovative solutions like the “Easy Rollup” app, which helps companies to create rollups on the objects having lookup relationships as well. The complexity is eliminated, and working is made simpler, and that is the major highlight of this app.
