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Rollup Helper Installation/Upgrade Guide

Installation

  • If there are any issues with the link, go to the AppExchange website  and type "rollup helper" in the search bar at the top of the page. When the result comes up, hover over the app image and click "More").
  • Watch a Getting Started With Rollup Helper video.

Getting Started With Rollup Helper



         
    


2.  Click the "Get It Now" button and then choose an option for logging in, if you haven't logged in already.



3.  Once you're logged in, you'll be prompted to install rollup helper in Production or in Sandbox. Once you've made your choice, please read and accept the terms and conditions and then hit the "confirm and install button" (you may be prompted to log in again for verification).

           


   


4.  Next, you'll see an overview of the package details. Click "Continue".




5.  On the next page, you'll approve the access permissions that components in the package have to your   Salesforce environment, then click "Next".






6.  Choose the security level that best fits your needs. This decides who has access to the Rollup Helper tab. Everyone will still be able to run your defined rollups even if they don't have access to the Rollup Helper package. For most clients, the recommended option is Grant access to all users.



7.  Your package is now ready to install! Enjoy!

8.  To open up the application, go to top-right of the window, click the Application drop-down tab and then select "Rollup Helper" from the list of applications.





Extra Info

Updates

    The AppExchange does not always have the latest version available. You can access our latest release from the following links:
    If you purchased Rollup Helper Premium Edition, your installation steps were provided in your activation email.

    All sandbox upgrades and subscribers on the Rapid Release track are upgraded automatically. For more information on our release tracks, please review our feature release process.


Permission Sets

    After completing the installation of Rollup Helper, we highly recommend assigning users who will utilize it to the Rollup Helper permission. This will give them full access to all of the functionality and data they need in order to make proper use of Rollup Helper. It will also ensure that as pages are changed over time, there will be no need to manually update each individual profile.

    To do this:
  1. Go to the top of the page and click Setup
  2. On the left side panel, under Administer, open the Manage Users list and click Permission Sets
  3. Click on the Rollup Helper - All Access permission
  4. Click Add Assignments
  5. Check the boxes next to the users you'd like to assign to the set (the ones that will use Rollup Helper)
  6. Click Assign
  7. You're all done!

    Permission sets allow you to group together desired permissions and add or remove them to individual users as opposed to having to change the users' profiles. You can also use permission sets to extend permissions to users across different profiles. 
    For instance, if you needed to set permissions for employees who conduct interviews, but the 'interviewer' title applies to users with different profiles and so on, you could create a new "interviewer' permission set containing the needed permissions and then assign those users to the permission set, or remove them as necessary, all without having to change user profiles.
    For more help with Salesforce permission sets, take a look at the Permission Sets Salesforce Documentation or the Permission Sets Tutorial Video Series.


Learn Rollup Helper

    If you would like to learn more about how to use Rollup Helper, visit our User Guide for resources containing term definitions and help videos. 


The following overview video walks you through building a single rollup.


    For more help, you can also visit the Rollup Helper User Guide for more training resources.