Is rollup helper consuming resources in Salesforce®?
To access Rollup Helper Health Check, go to the Rollup Helper tab and click “View Health Check.” Should I be concerned about Rollup Helper consuming Salesforce® resources or reaching the governor limits? No. You can configure Rollup Helper to the unique resource constraints facing your Salesforce® operating environment.
What is the use of rollup helper?
Rollup Helper will update all records that it queries for the rollup as the User that ran the rollup. Scheduled Batch Run. Rollup Helper will update all records that it queries for the rollup as the running user which is displayed at the bottom of the first column on the All Rollups page.
Does rollup helper append new values to the Target Field?
Rollup Helper will still append new values to the target field, unless the “>Append To Existing Target Field Information” setting is unchecked as well. Selected by default if Overwrite Existing Target Field Information is checked. If unchecked, Rollup Helper will not append any new values to a target field.
How do I change the rollup Helper settings?
Settings (gear icon at the top of the page): In the settings pane you will find various Rollup Helper settings as well as the ability to change the running user for Rollup Helper. The settings will be explained in further detail in the “Custom Settings” section below.
What is roll up helper Salesforce?
Overview. Rollup Helper is a very popular app on AppExchange. Rollup Helper is used to get real time data on fingertips. Using this we can Roll up Salesforce data - Count, Max, Min, Average, Percent from child object to a parent object.
How do I use roll up helper in Salesforce?
Creating a RollupCreate a new field on the object before entering the Rollup Helper interface and select it from the list.Use an existing field of the correct data type by selecting it from the list. ... Select Create a new field to create your results field from within the app.
Is rollup helper free?
Rollup Helper Free Edition includes Unlimited user access (per org) - no "per user" fees!
What is rollup summary in Salesforce?
A roll-up summary field calculates values from related records, such as those in a related list. You can create a roll-up summary field to display a value in a master record based on the values of fields in a detail record. The detail record must be related to the master through a master-detail relationship.
What is Apsona for Salesforce?
About. Apsona for Salesforce is an add-on application for salesforce.com available through AppExchange. Its feature set includes everything you would want for managing your data, and is built to enable you to get your work done with the least possible effort.
What is field trip in Salesforce?
Field Trip lets you analyze the fields of any object, giving you instant insight into what percentage of your records (or a subset) have that specific field populated. Run reports on the standard and custom fields you have in Salesforce for a better understanding of which field are important to your organization.
What is declarative lookup rollup summaries?
Declarative Rollup Lookup Summaries (DLRS) is a sustainable open source community application that provides an admin-friendly declarative interface to generate and manage cross-object rollup summaries in your Salesforce org.
Can we create rollup summary field in account and contact object?
The detail record must be related to the master through a master-detail relationship. Unfortunately Account and Contact objects only have a lookup relationship so we cannot create roll-up summary field on Account such as to count the number of contacts related to that account.
How many roll-up summary fields?
Rollup summary fields are re-calculated whenever a value has been changed for a field on the child object that is being aggregated. There is a soft limit of 25 rollup summary fields per object but that can be increased to 40, as per this Salesforce article.
Can we use formula field in rollup summary?
Forbidden fields include formula fields containing functions that derive values on the fly, such as DATEVALUE, NOW, and TODAY. Formula fields that include related object merge fields are also not allowed in roll-up summary fields.
On which object we can create roll-up summary field?
You define a roll-up summary field on the object that is on the master side of a master-detail relationship. For example, you can create a roll-up summary field on the Account object, summarizing related opportunities: There are a few different types of summaries you can use. Totals the number of related records.
Rollup Helper Home tab
Create a New Rollup. Use the Rollup Helper interface to easily create new rollups.
Security
Field Access. You can determine who has access to view Rollup Helper results by setting Salesforce Security on the field.
Creating a Rollup
This is the parent object where you want to see your rollup results. For example, if you are counting the number of Contacts on an Account, Account would be the parent and the option you would choose.
Convert DLRS Settings Into Rollups
At the top of the All Rollups page, click on the “Convert Rollups” button to access the Convert Rollups page.
Health Check
Allows you to check on Rollup Helper’s status, displays a risk level assessment for any issues, and offers action items to resolve any issues. This process can be automated if you click the "Enable Notifications" button at the bottom of the page (you will be sent a weekly notification if any issues exist).
Enable real-time rollups
By default, your rollups from Account, Attachment, Task, Contact, and Event records are enabled for real-time.
Browse and Deploy Use Cases
Allows you to view and deploy pre-built Rollup Helper use cases within a few clicks.
Where do I go for help?
Join our Chatter Trailblazers Group. Here you can post new questions and click the small magnifying glass right above the feed to search for previous questions and answers.
How are the rollups run?
Rollups can be run on-demand (manually via the "Run" function), on a schedule, or in real-time.
What do I get for free with Rollup Helper Free Edition?
In the free version, you get three active rollups that can be run on a schedule or run in real-time. View a full list of Rollup Helper Free Edition features.
How do I know if there are any problems with my rollups?
You can use the Rollup Helper Health Check page to see the current Rollup Helper status. The Health Check will list any issues found along with a risk level, issue summary, and any recommended actions. To access Rollup Helper Health Check, go to the Rollup Helper tab and click “View Health Check.”
Are there any "per user" fees associated with Rollup Helper Premium Edition?
No. Rollup Helper Premium Edition features unlimited users, and you do not pay any additional fee for each individual user.
I deploy Apex code into production. Will Rollup Helper interfere with this process?
No. Rollup Helper code runs in its own namespace like other managed apps. Managed apps have their own code coverage requirement and all unit tests within a package must successfully pass in a development org before the package may be created.
If I purchase Rollup Helper Premium Edition and my license expires or lapses, what happens?
If you have more than three active rollups, you will need to select which three you would like to keep active.
Why Roll-up Summaries Between Lookup Relationships are Challenging
You will encounter many use cases for creating roll-up summary fields. Getting stumped, mid-way through configuring, is so frustrating. One example is realising that the two objects you want to create a roll-up summary field between aren’t related via a master-detail relationship – they are related via a lookup relationship. The horror!
What is Declarative Lookup Roll-up Summaries (DLRS)?
DLRS enables low-code professionals to create a roll-up summary between two objects in a lookup relationship, without having to touch any code. To access the configuration, a managed package is installed into your org.
How to Use DLRS
DLRS does take some getting used to. After using it a couple of times, you will begin to see how the interface and the fields included deconstruct Apex triggers (that magic happens behind the scenes).
Get Support, and Get Involved with DLRS
This overview has only scraped the surface of what’s possible with DLRS for Salesforce. If this has interested you, then you should explore further into the tool.