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Welcome to the declarative-lookup-rollup-summaries wiki!
(This wiki is a work in progress)
#Installing DLRS
You can either install the managed package which will save you space against your app and tab limits, or you can install the latest unmanaged package into Production or a Sandbox with the links in the Package Release History in the README
There are two types of DLRS Users:
Kind of a tool admin user that both configures and activates the rollups (this has to be an admin to deploy and manage the trigger for example). This user also needs full read/write access to all the objects in the package.
Then there is the users that don't directly use the tool, but indirectly invoke its rollups. These users need read access to all the objects in the package. You don't however need to give them access to the app, tabs or Visualforce pages for example since they don't need to be able to access the tools admin UI.
- You can click on Permission itself Lookup Rollup Summaries - Process Rollups and there is a button Manage Assignments. From the page that is displayed you can create a List View to filter for the users you want, tick them and click Add Assignments.
- You can update a Profile by giving Read access to the following objects, Lookup Rollup Summaries, Lookup Rollup Summary Logs and Lookup Rollup Summary Schedule Items.
- Finally, if you didn't find the first option useful enough, you may want can try out the free The Permissioner tool on AppExchange.
It is now possible to install the managed package in a Lightning Professional Edition and configure entries to trigger Process Builder to action the declarative roll up summary. (per 341)
#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 AND Stage = 'Closed Won'
Any field used in the Relationship Criteria needs to be entered here, one field per line e.g.
Amount
Stage
This is the field on the child record
Where on the Parent to place/write the result