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JimBTek edited this page Apr 1, 2015
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Welcome to the declarative-lookup-rollup-summaries wiki!
(This wiki is a work in progress)
#Installing DLRS
#Creating a New Lookup Rollup Summary
Enter the API name of the object in salesforce.com that you want the rollup summary to be stored on
Enter the API name of the object that you want to query and rollup to the Parent Object
Enter the API name of the lookup field on the Child Object relating to the Parent Object
If you would like to filter the Child Object records that get summarized enter the SOQL WHERE query here.
e.g. Amount > 200
Any field used in the Relationship Criteria needs to be entered here, one field per line e.g. `
This is the field on the child record
Where on the Parent to place/write the result