Road Trips and DLRS (Declarative Lookup Rollup Summaries)

I just got back from Bryce Canyon National Park in Utah and it was awesome.

Totally recommend checking out any of the National Parks if you get a chance, they're a great way to reconnect with the natural world.

The road trip is also why I'm writing this email later than usual... :)

Today's Salesforce tip is a workaround for rollup summaries.

Oftentimes in Salesforce, we want to be able to perform roll up summaries and we hit road blocks.

• The two objects we want the rollup summary on aren't in a Master-Detail relationship
• The two objects we want the rollup summary on aren't in a direct relationship at all (perhaps separated by an object in the middle)
• We already used all 25 rollup summaries on an object and still need to create more

What to do?

Enter DLRS also known as Declarative Lookup Rollup Summaries

(You can scroll down on the GitHub page at the link above for more info)

In a nutshell, DLRS is an open source Salesforce tool that, once installed, lets you create unlimited rollup summaries between any two objects, no master-detail relationship required. 

And you don't need to write Apex to do it, it's all declarative.

This is an installation link.

You can get to roll up builder provide by the package (after installation) by searching for "Manage Lookup Rollup Summaries" in the App Launcher:

Which takes you to a page where you can build a new rollup.

Here you can specify both the parent and child object, the roll up operation type, and any other field criteria for the rollup (including formula fields!!)

You can even decide if you want the rollup to run in real-time for records, or run on a schedule.

This tool is a huge help in getting an extra layer of insight through rollup fields that otherwise would not be available.

And if you've never used it before it could become a gamechanger for you.

To recap:

1. DLRS is a free, open-source tool that lets you build rollup summaries between any objects in Salesforce (without the usual rollup summary limits)
2. You can install at this installation link
3. And the documentation will help you dive deeper once you're ready

 Hope this helps!

Best,

Nick