How to create rollup summaries in a declarative way in Salesforce
How often did you need to use information from parent record on child record? Maybe you also reminded or concatenated some fields on child record, right?
Standard functionalities of Salesforce allow to do it easily. You can create standard fields like formula or rollup summary fields and that’s it! Even if the formula could be arduous, you could succeed with no coding.
However, did you face some impossible cases if you wasn’t developper? I had.
Indeed, with no coding, how do you jump from child record to a parent record or worth if tables haven’t a master-detail relationship…?
You just want to display a field from child record to the parent record with or without filter. You require to show the full name of the person who completed the last activity on the opportunity record. You need to create a rollup summary field with a rollup summary field as source field. I needed help like apex and developer work… until I discover the amazing Andrew Fawcett’s tool called Declarative Lookup Rollup Summaries (DLRS)!
How to install DLRS app?
First of all, don’t search or install DLRS from the appexchange. It would be a very outdated version. Instead of that, go on the github link to install the package in a Sandbox or a Production environment: https://github.com/afawcett/declarative-lookup-rollup-summaries.
It would be better to test in a Sandbox first.
Is everything fine?
Once the app installed, you can go on the Declarative Lookup Rollup Summaries App and go to the Welcome tab. You should see an error message: don’t panic, everything is normal!
The tool explains you that it cannot talk to SFDC API. Click on “Create Remote Site Setting” button to fix the error.
How to use DLRS?
Now that’s everything is really fine, you can go on Manage Lookup Rollup Summaries tab to create a new Lookup Rollup Summary. You find below some details on each field in order to help you during the creation…
