Roll Up Summary Field
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DLRS is a tool that helps you overcome the limitations of Salesforce's out-of-the-box rollup summary fields. With DLRS, you can:
Roll up child objects into parent objects
Use filters to specify which child records to include in the rollup
Aggregate data from multiple fields into a single rollup field
To install DLRS, follow these steps:
Go to the Salesforce AppExchange and search for "Declarative Lookup Rollup Summaries".
Click on the "Install" button.
Follow the on-screen instructions to complete the installation.
Once DLRS is installed, you can configure it to roll up data from your child objects. To do this, follow these steps:
Go to the Salesforce Setup menu and select "Objects and Fields".
Find the child object that you want to roll up data from and click on the "Rollup Summaries" tab.
Click on the "New" button.
In the "Name" field, enter a name for the rollup summary.
In the "API Name" field, enter an API name for the rollup summary.
In the "Lookup Relationship" field, select the parent object that you want to roll up data to.
In the "Relationship Field" field, select the field on the child object that links it to the parent object.
In the "Relationship Criteria" field, enter any criteria that you want to use to filter the child records that are included in the rollup.
In the "Rollup Details" section, select the field that you want to roll up data from.
Select the aggregation function that you want to use to aggregate the data.
In the "Number of Contract Records" field, enter the API name of the field that you want to store the rollup data in.
Leave the other fields in the "Rollup Details" section blank.
In the "Calculation Mode" section, select "Scheduled".
In the "Sharing Mode" section, select "System".
Click on the "Save" button.
Once you have configured DLRS, you can use it to roll up data from your child objects. To do this, follow these steps:
Go to the parent object that you want to roll up data to.
Click on the "Rollup Summaries" tab.
Click on the "Run Calculation" button.
Select the rollup summary that you want to run.
Click on the "Run" button.
DLRS will then roll up the data from the child objects into the parent object. You can view the rollup data in the "Number of Contract Records" field on the parent object.
You can schedule DLRS to run automatically on a regular basis. To do this, follow these steps:
Go to the Salesforce Setup menu and select "Objects and Fields".
Find the child object that you want to roll up data from and click on the "Rollup Summaries" tab.
Click on the "Manage Child Trigger" button.
Click on the "Install" button.
Once the Apex triggers have been installed, click on the "Schedule" button.
Select the rollup summary that you want to schedule.
Select the schedule that you want to use.
Click on the "Save" button.
DLRS will then run automatically on the schedule that you specified.
If you are having problems with DLRS, here are some things that you can check:
Make sure that the Apex triggers have been installed.
Make sure that the rollup summary is configured correctly.
Make sure that the child records that you want to roll up data from are included in the relationship criteria.
Make sure that the field that you want to roll up data from is selected in the "Rollup Details" section.
Make sure that the aggregation function that you want to use is selected in the "Rollup Details" section.
Make sure that the "Number of Contract Records" field is entered correctly in the "Rollup Details" section.
If you are still having problems, please contact Salesforce support.