Aggregates currency values from child records into related parent records in Salesforce Platform.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGFree
DEPLOYMENTCloud
CATEGORYData and integration
UPDATED ON MARKETPLACE
Smart RollUp — screenshot from the Salesforce AppExchange listing

What it does

Smart RollUp sums currency field values from child objects and places the aggregated value in a related parent object. When child records change, the parent’s aggregated currency value is updated in real time.

Key capabilities

from the Salesforce AppExchange listing

Child value aggregation

Sums currency field values from child objects related to a parent object.

Parent field updates

Stores the aggregated amount in a field on the related parent object.

Real-time recalculation

Adjusts the parent’s aggregated amount when child objects change.

How it compares

Smart RollUp aggregates currency values from related child objects and updates the parent when child records change. RollUp Magic is described as extending Salesforce roll-up capabilities to address limitations and specific use cases, while the listing for Smart RollUp specifies currency aggregation and real-time updates.

NamePricingDeploymentUpdated
Smart RollUpthis pluginFreeCloud
Currency ConversionFreeCloud

In the catalog

1,106 plugins in Salesforce Platform · Data and integration

Price distribution: 265 free, 166 freemium, 675 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free

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What the vendor says

«Introducing Smart RollUp , a simple solution app designed to streamline your data management processes. With unparalleled efficiency, it effortlessly consolidates and sums up the currency field values of any child objects in related parent object. Experience precision and simplicity in data aggregation with Smart …»

Official marketplace listing

Publisher
Datasirpi IT Consulting Service Inc.
Updated on marketplace
Facts verified