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RollUp Magic

Create Multi-Level Rollup Summary Fields for
Your Salesforce Data – No Code Required!
Get instant summaries of any Salesforce data at your fingertips with just clicks
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RollUp Magic: One-Stop Solution for Seamless Salesforce Data Management!
Are you struggling with the limitations of Salesforce standard Rollup Summary field and complex data hierarchies? RollUp Magic is here to help you! It is a Salesforce-native solution to create custom rollup summaries for complex data hierarchies without the need for writing a single line of code. Unlike the standard Salesforce rollup summary field, RollUp Magic is not restricted to Master-Detail relationships; it enables easy creation of rollups even for objects with lookup relationships, enhancing Salesforce data management & reporting.
Seamless Salesforce
Rollups – No
Code, No Limitations!
Overcome the limitations of Salesforce’s native rollup
summary field with RollUp Magic. 
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Key Features of RollUp Magic
Create Rollups
Use the intuitive Rollup Magic interface to create Salesforce rollups.
Manage Rollups
View, edit, run, delete, schedule, and activate/deactivate rollups.
Automate Rollups
Schedule rollups to run at specified intervals (weekly/monthly).
Single Screen Rollup Setup
Set up your Salesforce rollups on a single screen, saving you valuable time.
Create Parent/Child Filter
Create custom filters for both parent and child objects; no SOQL expertise is needed.
GrandChild Rollups
Aggregate data from grandchild objects for deeper insights.
Import/Export Rollups
Easily migrate your Rollup summary fields across Salesforce environments.
Advanced Error Handling
Ensure data integrity with proactive error notifications and logging.
Dashboard
Gain real-time insights with a built-in dashboard displaying deeper insights into your Rollup Summary Fields.
Support for Multiple Data Types
Rollup summary fields can aggregate numbers, text, currencies, checkbox, and more.
Aggregate Functions
Sum
Count
Min
Max
Average
Concatenation
Existence
Any-active
Mode
Empower Your Salesforce Admins with
Automated Salesforce Rollups!
Simplify complex data aggregation, enhance data accuracy, and
streamline reporting – all with a no-code Salesforce rollup solution. 
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See What Our Customers Say About Us
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Essential Tool for Salesforce Users
“RollUp Magic has made a significant impact on how we manage custom roll-ups in Salesforce. The user interface is simple and intuitive, allowing us to create roll-ups with just a few clicks. It's a huge improvement over the standard Salesforce roll-up capabilities, especially when dealing with complex relationships. Overall, a highly effective tool for enhancing our data management experience!”
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Finnian Hartwell
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A Must-Have for Salesforce Users!
“RollUp Magic makes creating rollups effortless, even for non-developers. It supports both standard and custom objects, saving countless hours of manual work. The tool is reliable, user-friendly, and backed by an amazing support team. Highly recommend it!”
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Matthew Wilson
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Efficient Solution for Rollup Field Limitations!
“RollUp Magic is an easy-to-use, no-code solution for creating complex rollups across Salesforce objects. It simplifies data aggregation and saves time, all without the need for Apex coding. Highly recommend for efficient rollup field management!”
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Mudit M
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Effortless No-Code Solution for Complex Roll-Ups!
"After exploring every option, I found RollUp Magic to be the perfect no-code solution for complex rollups in our CPQ system. It's user-friendly, quick, and backed by excellent support—definitely a must-have!"
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Jenny Miles
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Why Choose RollUp Magic?
Quick & Easy Setup
Configuration made easy with our user-friendly setup, requiring only basic skills. 
Create Up to Five
RollUps Free
Maximize your data insights with the ability to create up to five Salesforce rollups in our free version.
Unlimited Administrator Access
Enjoy limitless administrator access for streamlined Salesforce data management across your organization.
Support for Standard and Custom Objects
Roll up data seamlessly from both standard and custom Salesforce objects.
User-Friendly Interface
Provide an easy-to-use interface to simplify
Salesforce rollup creation.
Developer Friendly
Eliminates the need for writing custom Apex triggers.
Real Stories, Real Impact
Explore how our global clients have utilized RollUp Magic to create Salesforce rollup summary fields, saving significant time and effort on manual data aggregation.
How a Real Estate Investment Firm Transformed Property Portfolio Management with RollUp Magic

How a Real Estate Investment Firm Transformed Property Portfolio Management with RollUp Magic

Read the Story
How an Online Learning Platform Transformed Student Performance Tracking with RollUp Magic

How an Online Learning Platform Transformed Student Performance Tracking with RollUp Magic

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How an Apparel Retail Business Accelerated Salesforce Data Aggregation by 70% to Boost Sales using RollUp Magic

How an Apparel Retail Business Accelerated Salesforce Data Aggregation by 70% to Boost Sales using RollUp Magic

Read the Story
How a Mid-Sized Clinic Transformed Data Aggregation to Enhance Patient Care with RollUp Magic

How a Mid-Sized Clinic Transformed Data Aggregation to Enhance Patient Care with RollUp Magic

Read the Story
How Ksolves Optimized Inventory Management for a Machinery Manufacturer with RollUp Magic

How Ksolves Optimized Inventory Management for a Machinery Manufacturer with RollUp Magic

Read the Story
Knowledge Corner
Get expert insights into Salesforce rollup summary fields and how to use RollUp Magic
to unlock the potential of your Salesforce data.
View All
Complete Guide
How to Automate Campaign Reporting and Boost Marketing Efficiency
See More
Salesforce CPQ Implementation
The ROI of Data Simplification: Why Your Team Needs RollUp Magic
See More
Real-world Salesforce
Utilize RollUp Magic to Manage Your E-commerce Sales and Customer Data
See More
View All
Upgrade Your RollUp Magic to Experience
Premium Edition Benefits
Unlock Unlimited
Rollups
Get Experienced Priority
Support
Enjoy All the Benefits of
Free Edition
Free 20 Hours Developer
Support with a Paid
Subscription
Let Us Make Your Salesforce Data
Management & Reporting Easy!
Instantly gain actionable insights and make data-driven decisions
with automated Salesforce rollups.  
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User Guide
FAQs
What is RollUp Magic?

RollUp Magic is a Salesforce rollup app that enables users to create rollup summary fields on any field or object without writing complex code. It simplifies the process of aggregating data from multiple Salesforce objects and displaying it in a meaningful way.

How do I install RollUp Magic?

You can install RollUp Magic from Salesforce AppExchange. Simply search for “RollUp Magic,” click on the app,
and follow the installation instructions provided.

Can I roll up data from related objects?

Yes, RollUp Magic allows you to roll up data from parent, child, and sibling relationships. This flexibility makes it easy to aggregate data across different objects in Salesforce.

Is coding required to use RollUp Magic?

No, you do not need to write complex code when using RollUp Magic.
The app’s user-friendly interface and point-and-click configuration simplify the process of setting up Salesforce rollups.

How often do rollups refresh?

RollUp Magic offers several options for refreshing rollups, including real-time, scheduled, and manual refreshes.
This ensures that your data is up-to-date based on your business needs.

Can RollUp Magic handle large data volumes?

Yes, RollUp Magic is designed to handle large data volumes efficiently.
However, the performance may vary depending on the complexity of the rollup and the amount of data being processed.

Is RollUp Magic compatible with Salesforce Lightning Experience?

Yes, RollUp Magic is fully compatible with Salesforce Lightning Experience.

Does RollUp Magic support custom objects?

Yes, RollUp Magic supports both standard and custom objects in Salesforce.
This makes it versatile and applicable to a wide range of use cases.

What is the cost of RollUp Magic?

RollUp Magic offers different pricing plans based on the number of rollups and features required. It is best to visit the AppExchange listing or contact sales directly for the most accurate pricing information.

How do I get support for RollUp Magic?

Support for RollUp Magic is available through various channels, including email, and online documentation.

Can I try RollUp Magic before purchasing?

Yes, RollUp Magic offers a free edition. This allows you to create 5 rollups for free and explore the features and
functionalities of the app before committing to a purchase.

How do I create a rollup with RollUp Magic?

To create a rollup, follow the below steps:

  • Install RollUp Magic from appexchange.
  • Navigate to the RollUp Magic app in your Salesforce org.
  • Click “Create” and select the source and target objects.
  • Choose the type of a rollup (e.g., sum, count, average).
  • Configure the rollup settings, including filters and conditions.
  • Save the rollup to see the aggregated data.
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