I have lots of clients who are on either Essentials or PE. For PE, neither Rollup Helper or Declartive Rollup (free tool as mentioned below) will support real time rollups for custom objects. That's just the way it is because you cannot deploy triggers. If your org has API access, free tool or Rollup Helper works just fine. For my clients with no API, unfortunately, no real time rollup.
When we are so wrapped up in our Salesforce world, we often forget people who may not have the same type of experience. I have no problem installing it myself (other than the time suck this extra work creates). The problem I have with this issue is (aside from no real time rollup), what about every day admins who may not have the type of experience other people have? Ability to roll something up from lookup child records or simply count the # of child records sounds like a pretty basic functionality that should exist without an inexperienced admin having to go out, find an external resource, and read through long documentations to try to figure it out themselves. Especially for small businesses purchasing licenses for Essentials or PE who may not have the type of enterprise budget and with admins (probably not even full time) who have very limited experience. They have enough learning curve as it is, so telling them to go out and try to install a package they have never done before, may be asking for too much, IMO. Can we help these #awesomeadmins if we want to keep them using Salesforce? Looking forward to getting this on the roadmap. Thanks.
Tim Smith - 1 year ago
I posted this on this idea as it is related: https://success.salesforce.com/ideaView?id=0873000000079UUAAY
If performance concerns are holding this back, perhaps not every object will require rollup fields. If we could expand the functionality to all child objects but place limits on the objects available for rollups to 3 or 5. So while there may be a myriad of child objects to the account, perhaps give users the ability to select a "catalogue" of 3-5 objects allowed for a roll-up (Contacts, Assets, Cases, Opportunities).
@Jeroen, Let me clarify. IMO Rollup summaries should be available for declarative admins WITHOUT having to navigate through Github AND without M-D relationship. It should really be OOTB. Also I am not sure what edition you typically work on, but this gets tough when you use Professional or Essentials like some of my clients do, and Rollup Helper works with such editions but a limit of 3 for free edition is obviously very limited.
Probable repeating this answer but there's a great solution readily available (and maintained). https://github.com/afawcett/declarative-lookup-rollup-summaries