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JimBTek edited this page Apr 1, 2015 · 17 revisions

Welcome to the declarative-lookup-rollup-summaries wiki!

(This wiki is a work in progress)

#Installing DLRS

#Creating a New Lookup Rollup Summary

Lookup Relationship

Parent Object

Enter the API name of the object in salesforce.com that you want the rollup summary to be stored on

Child Object

Enter the API name of the object that you want to query and rollup to the Parent Object

Relationship Field

Enter the API name of the lookup field on the Child Object relating to the Parent Object

Relationship Criteria (Optional)

If you would like to filter the Child Object records that get summarized enter the SOQL WHERE query here.

e.g. Amount > 200

Examples & Details

Relationship Criteria Fields

Any field used in the Relationship Criteria needs to be entered here, one field per line e.g. `

Rollup Details

Field to Aggregate

This is the field on the child record

Field to Order By

Aggregate Operation

Aggregate Result Field

Where on the Parent to place/write the result

Active

Calculation Mode

Calculate Job Id

Text Rollups

Concatenate Delimiter