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James Simone edited this page Sep 20, 2021
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When using apex-rollup
, there's a lot of information in the Readme to go through. To that end, I'm starting to flesh out in more detail (and with more images) the three primary ways to interact with Rollup
in an org here:
- through Invocable Actions
- by using the
Perform rollup on records
"base" action - by using the
Perform Rollup__mdt-based rollup
action - by using the
Process Deferred Rollups
action (the "base" action is only deferred when you opt into deferral as an optional argument on the Invocable Action; theRollup__mdt
-based action is deferred by default)
- by using the
- through Apex
- through Flexipages
- through the
Recalculate Rollup
tab and application - through a parent-level record by adding the
Recalc Rollups Button
custom component to a record flexipage
- through the
By far the most common issue I hear people having when setting apex-rollup
up is forgetting to enable the Rollup Settings
Org Wide Default. Don't forget this step!