Declarative Lookup Rollup Summary

Owned by Jodie Miners
Last updated: Sept 16, 2016
3 min read
Linkhttps://github.com/afawcett/declarative-lookup-rollup-summaries
PricingFREE
5 Users / Year$0
DescriptionA fabulous Rollup Tool.

Details

This is a tool that helps address a current platform limitation around rollup summaries. Specifically the inability to do rollup summaries between lookup relationships. 

It was built by Andrew Fawcett: https://andyinthecloud.com/

It is a free alternative to Rollup Helper

But remember, it is community app, so comes with no support except for the fabulous people on the Success Community https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000009O5p So use it in production at your own risk. 

Setup

For Sandbox

This is the Wiki Andrew has created - it should be the most up to date resource for DLRS: https://github.com/afawcett/declarative-lookup-rollup-summaries/wiki#installing-dlrs
Its best to navigate to the Packaged Release History section (https://github.com/afawcett/declarative-lookup-rollup-summaries), scroll down and ensure you are installing the latest version.
You need to sign-in to the AppExchange with a production email - you will then later choose to install DLRS into your Sandbox.
Once installed - click "+" in the tab bar and search for Lookup Rollup Summaries
If you receive an error about Remote Site Settings then click the Button and your remote site URL will be created. The URL should use your instance and look something like this: https://xxxxx.xxxx.visual.force.com  Copy the value before the salesforce.com in the Address bar in your browser and put it before the visual.force.com). You can search for Remote Site Settings under Setup to see what just took place. 

For Production

Its best to navigate to the Packaged Release History section (https://github.com/afawcett/declarative-lookup-rollup-summaries), scroll down and ensure you are installing the latest version. 
Install the latest production version. This can take a few minutes. 
Once installed - click "+" in the tab bar and search for Lookup Rollup Summaries
Click Create Remote Site Settings button (You can search for Remote Site Settings under Setup to see what just took place).
Enter the required Fields
Click the Manage Apex Trigger button, then click Deploy
Click the Calculate button on the Lookup Rollup Summaries tab
Then Click Run Calculate Job button
Open a test record where you can test if the rollup function is working by running a scenario. Ensure you test both a scenario where the rollup has and has not populated. This can take a few minutes. 
You can check progress by clicking "+" in the tab bar and going to Lookup Rollup Summary Schedule Items or Lookup Rollup Calculate Jobs

Documentation

Setup a New DLRS from the Lookup Rollup Summaries page
Enter the required Fields

Notes

Recently there has been a major change in the way DLRS was constructed - it's good, but beware. It now uses Custom Metadata which means your Rollups will work in Sandbox after you refresh your Sandbox, and you can deploy them from Sandbox to Production. 

But there is now TWO tabs to go to and some of your Rollups may be in the Lookup Rollup Summaries tab and some may be in the Manage Lookup Rollup Summaries tab. Try and move them all to the Manage Lookup Rollup Summaries tab when you can. 

Also, it's a bit disconcerting when you go to the MLRS tab and you can't see all your rollups in a list view like you would think - use the Select Lookup Summary dropdown box to view your previously created ones. 

 

Go to Apex Jobs to see the status of your Rollups when you first click Calculate to calculate your initial fill of data. This can take quite a long while because it does it in batches. Don't rely on your data until the job is finished. 

Questions