Salesforce Rollup Summary on Lookup Relationship | DLRS Tutorial
Rollup Summary Fields provide a great way to summarize data about child records on the parent record. However, the native Rollup Summary fields only allow the ability to summarizes data based on master-detail relationships.
The Declarative Lookup Rollup Summaries tool (DLRS) provides a powerful yet declarative way to create rollup summaries based on lookup relationships.
This is a step-by-step tutorial on how to create Salesforce Rollup Summaries on Lookup Relationships using the DLRS tool.
Download Link: https://github.com/afawcett/declarati...
Documentation: https://github.com/afawcett/declarati...
*** BONUS for Nonprofit Salesforce Admins ***
I've put together 8 frequently used Lookup Rollup Summary definitions which you can download here: https://tinyurl.com/nonprofit-dlrs
Definitions include:
1. Number of Campaigns Responded
2. Number of Campaigns Responded Last Year (or any other number of days)
3. Last Campaign Responded
4. First Campaign Responded
5. Last Touchpoint Date
6. Concatenated list of all the years a donor donated
7. Number of overdue tasks (Account)
8. Number of overdue tasks (Contact)
IMPORTANT NOTES:
1. I didn't get a chance to touch too much on the Calculation Sharing Mode options in this tutorial. The example I used in this tutorial used the Calculation Sharing Mode set to User. This means that the rollup will calculate based on what each user can see. So if there certain records they do not have access to, those will not be included in the rollup. If you want to include all records in the rollup regardless of whether the user has access to them or not, use the System Calculation Sharing Mode instead of User.
More info here: https://github.com/afawcett/declarati...
2. We only covered the Calculation mode Realtime in this tutorial. However, this calculation mode could lead to performance issues if you have too many records. In that case, consider the Scheduled or Process Builder options to ensure you do not hit system limits.
More information here: https://github.com/afawcett/declarati...
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