Kaila Van Fossen - 1 year ago
It's been 2 years since the last update. Anyone have any news or is there a different thread for this? We are extremely risk averse when it comes to our salesforce data and we really try to minimize adding additional products or tools so having this as native functionality is much needed.
Ken Reyes - 1 year ago
While we were able to get the AppExcahnge to functionally work on the contact object rolling up number of types of contacts, the app crashes and burns when there is integration with contacts. Even though the calculation is microseconds, integration times out when there are tens of thousands of contact records. We need a native solution to roll up any object and any lookup relationship.
Joan Jackson - 1 year ago
This is really needed. The AppExchange tools available just don't do the trick. I have tried a couple of different ones and found I could create better functionality for the "roll-up" field if I did the development myself. I really don't want to have to write custom code whose only function is to count the number of related records that meet a certain criteria. There's got to be a better way.
Olivier Wiener - 1 year ago
I fully agee with Karen Ciubotariu's comment...
Rollup Helper is a great tool to achieve this. It allows you to do a lot of stats that can be used in reports... Also, in conjunction with formulas and process builder, you can send emails at a given date (a bit tricky, but no code is requiered...)