NEW RELEASE: SPRING’14 RELEASE NOTES
Here is a tool I’ve been working on for the past two weekends that helps address a current platform limitation around rollup summaries. Specifically the inability to do rollup summaries between lookup relationships. This is possible between master detail relationships using the declarative mode of Force.com, but not between lookup relationships.
A while back I came across a rollup Apex library (LREngine) written by a fellow Force.com MVP (Abhinav Gupta). Which helps reduce the coding effort significantly and uses SOQL Aggregate queries internally. However it requires some developer skills to use the library and deploy the necessary triggers to your org, as well as repeat of this to make changes in the future. Not very declarative I thought.
So if you’ve been following my blog you’ll know that I’ve been doing things in Apex with the Metadata API (used for, amongst other things, deploying code!). So in order to make the LREngine library more accessible to admins without access to developers or coding skills. I decided to build this tool around the library. Which automates the generation of the required ‘very small’ Apex Trigger (and test code) to allow you to deploy it direct from your org, without any change sets, developer orgs or Eclipse install insight!
The tool revolves around the use of a single object, Lookup Rollup Summary. This objects lets the admin declaratively define the rollup definitions! The following rollup definition updates the Annual Revenue on the Account, each time an Opportunity related to it is inserted, updated or deleted. As an optional feature, a SOQL WHERE clause can be specified that acts as a kind of Rollup filter criteria should you need it. In this case only Opportunities greater than 200 are included in the rollup. 
Activating the Rollups
This release of the tool supports the Realtime calculation mode, as the users manipulate the child records the tool automatically updates the rollup fields on the parent object. To activate rollups using this mode you must click the Manage Child Trigger button. 
This will present a UI that will allow you to easily deploy or undeploy the required Apex Trigger directly from the page, the page also shows the minimal code (most of the generic logic is in the managed package) for confirmation purposes.
Note: In a future release a Scheduled calculation mode will be supported, here no triggers need to be managed.
Installing the Tool
The tool is available via a managed package to install into your production environment (sandbox testing always recommended however). I’ve also shared the whole code for it in my Github account here, should you want to fork it and/or combine it in other solutions directly. These are the steps to install the current package.
- Install the packaged version by reviewing the release details here.
- Add a Remote Site setting for the Metadata API callouts the tool makes,
- Setup > Security > Remote Site Settings
- Use the following URL, https://dlrs.eu2.visual.force.com (adjusting the instance part accordingly).
- Note this URL endpoint points back to your Salesforce server, as even callouts out and back into Salesforce servers needed to be defined here.
- Locate the Lookup Rollup Summaries tab and create a record as above (don’t check Active yet)
- Click the Manage Child Trigger button and click Deploy.
- Edit the record you created in step 3 and check the Active field
- Provide feedback via the Github Issue tracking facility here.
Whats next… upcoming Features!
I’ve got the following features in the pipeline for the tool, if anybody wants to help me please reach out!
- Schedule calculation mode, if you don’t need realtime updates of your rollups, a schedule job will periodically update them for you. This calculation mode does not even require a trigger to be deployed.
- Calculate button, if you add a rollup for existing child records or make some changes, this button will bring your rollup values up to date on the parent objects.
- API, by providing an API, then developers who may already be writing triggers on the related objects, can call out to the engine and still leave the admin the ability to configure the rollups declaratively.
- Further robustness improvements, better run time checking of fields defined on the rollup definition (in the case where these get renamed or deleted after the rollup was defined).
Andy in the Cloud 
July 8, 2013 at 6:34 pm
Thanks Andrew for completing the story, very well covered and really made useful for Admins now !
July 8, 2013 at 7:52 pm
Thanks Abhinav, I’m having fun with it, your library is well coded and has a great API design, really pleased you feel I’ve done it justice! 🙂
July 8, 2013 at 11:16 pm
This is awesome! Thanks for sharing Andrew. I am going to test it and will let you know feedback!.
July 9, 2013 at 4:52 pm
Your very welcome, please can you raise any issues, requests etc via the Githib Issue tracking system for the project. It is located here.
July 16, 2013 at 5:49 am
Have you had a chance to take a look yet Prafulla? I updated the blog post at the weekend with Beta 6, it contains a few bug fixes.
July 9, 2013 at 8:19 pm
This sounds excellent. Again, very grateful for your contributions. I’m going to pass this along to our team.
July 16, 2013 at 5:50 am
Thanks! Please do let me know what they think! 🙂
July 11, 2013 at 10:01 am
Reblogged this on Sutoprise Avenue, A SutoCom Source.
August 20, 2013 at 3:01 pm
Thank you for creating this! I just installed on one of my client’s accounts and am testing with 4 rollup fields. My only problem is the testing is on records that already exist in the system. Is the trigger only currently working on new records or updates to existing records? Or will it calculate regardless?
August 20, 2013 at 3:03 pm
Your very welcome, and yes it works on insert or update, in a future version a Calculate button will be available for existing data, as well as a Scheduled mode alternative to the Realtime trigger mode.
August 20, 2013 at 3:05 pm
great! I look forward to seeing that. Please let me know when future releases are out. Do you have any shortcuts/hints on how I can “trigger” the system to have it ccalculate on all of the existing records?
August 20, 2013 at 3:09 pm
It’s optimised not to run the queries if the aggregate fields have not actually changed, even if other fields have, which kinda makes it hard to just go and do a dummy update to the child records, darn that optimisation! 😉
However if you add a new child record and delete it that should do the trick.
August 22, 2013 at 9:25 am
Andrew,
Any plans of launching this as a free app on AppExchange. It may give it a wider audience.
August 22, 2013 at 11:37 am
Maybe, it’s going through security review at present, ideally i’d like to get more feedback and do the schedule/calculate mode as this provides another option that is less intrusive.
August 22, 2013 at 2:09 pm
Andrew – I wanted to provide you some feedback for the short few days I’ve been using this tool. I haven’t been able to fully test it since the calculations I have are on existing records. But I did want to let you know about one small glitch I ran into in installing/setting up the tool. Part of this is my lack of knowledge on installing APEX tools. It works great for the System Administrator, but when another user in another Profile tried to enter a new record that was being affected by the tool, it gave an error message and would not save the record. It took me a little while to figure out where in the Profile to fix this but I managed to figure it out.
It would be great if during the setup/install of the tool, there was a prompt to ask which Profiles you want to enable the tool on, to save the Admin the time to do that separately. And if this can’t be done, then to provide simple instructions on where to go to activate it for each set of users beyond the system admin.
Otherwise the setup was easy, and creating the rollups was easy as well. I look forward to further testing on the tool and seeing future releases with real-time calculations on existing records, etc.
August 22, 2013 at 6:28 pm
Thanks for this great feedback! I will add a section to the readme file describing which operations need what profile settings to clarify this better. Thanks again!
August 28, 2013 at 7:34 pm
More feedback – when you delete records that are triggering the calculation (a Donation record that gets deleted, and the total donations for a contact is calculated on the contact record in a field), the calculation is not updated on the contact record. Not sure if this is missing in the program or something is wrong on my end.
August 29, 2013 at 6:13 am
Ok thanks for the update, can I ask a favour, can you raise this as an issue in the Github repo, comments once read on my blog tend to get a little lost. Thanks again for the feedback and I’ll take a look soon (I’m out in the US at present, so will likely be early next week). In the meantime, the source code is also available in the Github repo, so if you have any devs that fancy taking a peak at what might be the issue, also more than welcome.
September 1, 2013 at 9:00 pm
I’ve reproduced this and fixed it, i raised an issue on your behalf and have closed it, check the read me file for the Github repo for version 1.4 of the package (you can upgrade to it from v1.3). Thanks again for the feedback!
September 23, 2013 at 6:50 am
Wow! Thank you very much. Exactly what we were looking for!
December 21, 2013 at 6:26 am
Just from end user perspective , the parent object and child object should be a pick-list or a look-up. I as an end user might make multiple typos. Plus the relation ship can populate valid values based on the child and parent object choosen.
This would add extra code but would definitely enhance the UI experience of admins using it.
December 21, 2013 at 10:23 am
That’s great feedback! Would mind adding it as an Issue to the GitHub repository please? It can then be traced through to being applied. Thanks again!
January 9, 2014 at 2:57 pm
Andrew,
This is a remarkable value-add to an already great library by Abhinav. Has development of the ability to Schedule the rollup engine been put on hold? I only ask because I was wondering how far out it might be, if your were combining batch processing with the scheduled job (I couldn’t tell from my glance at the source if the LRengine was actually batched, just where it noted it would ideally be called from a batched context) and finally, if you had considered using the Relax package to declaratively handle job scheduling.
Bottom line, I wanted to compliment you on the quality of both your regular blog posts as well as the open source code you create and share with the community ( githubsfdeploy, etc)
January 9, 2014 at 3:26 pm
Thank you so much for the kind words! I have been thinking for a while how to tackle the schedule option and I think I am close to a solution. So no, not on hold, just pondering. 🙂
January 9, 2014 at 9:33 pm
Just out of interest, what is it about the schedule mode vs the trigger mode you like? Is it not having to deploy the trigger, performance or something else?
January 9, 2014 at 10:05 pm
The Schedule mode is mainly about performance.
Use Case: We have an online LMS where Evaluators are reviewing student projects. The visualforce grading page they are working on updates project components which have triggers that update the projects they are related to…and I’m rolling up number of completed projects (and related data – avg score, etc) to the Student’s contact record. I could see performance issues down the road as students projects list increases, and it doesn’t really need to be realtime (as the data being used is really for weekly or monthly review). it would seem unnecessary to slow down the editing of objects once removed from where the rollups are if the rollups aren’t important to either the evaluator or student.
Secondary to that, but still a concern, is the possibility that we might need to rollup data based on records that have existing custom triggers, where the rollup filtering criteria are being met based on modifications done within those custom triggers – since the trigger order can’t be guaranteed, the rollup might not work properly so it could be better to simply batch process the rollups. That’s just theory right now though.
Thanks again, looking forward to your next blog post!
January 9, 2014 at 10:07 pm
Very useful use cases thanks!
October 29, 2014 at 2:32 pm
Hello, I’m looking forward to the schedule mode too. I’m assuming it will help with the objects that triggers can’t be created on…for example, OpportunityContactRole
November 1, 2014 at 10:50 am
Schedule mode is implemented now, sadly it still requires a trigger though, to record/queue parent records to update in the background. I could not see any way to avoid needing this sorry to disappoint.
January 28, 2014 at 9:04 pm
Hi Andy!
This is a very useful tool and I really appreciate the time and effort that you put into it!
If you get a free moment, I just have a quick question: You mention in your documentation that using Scheduled calculation mode does not require a trigger… so do I still need to deploy the trigger on the child object when setting up a scheduled rollup? The reason I ask is that I keep getting errors every time I try to deploy the child trigger. But if I can use a scheduled calculation without a trigger, it will meet my needs beautifully.
Thanks again, awesome app!
John
January 28, 2014 at 9:09 pm
Thanks!
Scheduled mode is currently under development, hopefully released this weekend. I have really tried to avoid using a trigger to implement it, but in the end it is still needed to record parent records that need recalculate, I was just unable to come up with a reliable and performant way to know which parent records needed recalculation.
So the next release will indeed allow you to schedule but the job will need to be fed by a list of parent records to process which the trigger will create. So in the meantime let’s get to the bottom of your trigger deployment issue. Can you raise a Git issue on the Repository with the error and I will try and help you out.
Thanks, Andy
January 31, 2014 at 8:20 pm
Thanks Andy! Yes, I will raise a GIT issue. I appreciate your help very much, this really is quite a tool! This is going to change my life!
February 7, 2014 at 1:39 pm
Great tool, thank you for sharing it!
February 7, 2014 at 1:41 pm
Your welcome, working on an update at this very moment as it happens! Best way to spend a holiday day off in the cold UK at the moment! 🙂
Pingback: New Release: Spring’14 Declarative Rollup Summary Tool | Andy in the Cloud
February 21, 2014 at 4:33 pm
Hey would you mind stating which blog platform you’re
working with? I’m looking to start my own blog soon but I’m
having a difficult time making a decision between BlogEngine/Wordpress/B2evolution and Drupal.
The reason I ask is because your design and style seems
different then most blogs and I’m looking for something completely unique.
P.S Apologies for being off-topic but I had
to ask!
February 21, 2014 at 4:46 pm
No worries at all, it’s WordPress.com (the version hosted by them, so your up and running in seconds, no server to mange etc) it’s pretty good and has an excellent mobile app which clinched it for me!
February 28, 2014 at 4:32 pm
Hello Andrewm
Thank you for the tool, it is great. I have a problem I have not been able to solve. I want to do a Roll Up from a Child Account to the Parent Account. So we can see the performance of one network of partners. How would I accomplish this? Thank you for your time.
Daniel
February 28, 2014 at 10:38 pm
Thanks you! Yes this is now supported, there is an example here that should give you an idea on how to configure the rollup, https://github.com/afawcett/declarative-lookup-rollup-summaries/issues/10
March 7, 2014 at 7:43 am
Wow, that’s what I was searching for, what a material!
existing here at this blog, thanks admin of this site.
March 17, 2014 at 9:24 am
Wow great tool. I was looking for this one a long time 🙂
But I’m getting an error on counting the number of events.
When I’m inserting an event (as an administrator) it’s working fine, but when a user is inserting an event he / she will get the following message:
Permission to access an dlrs__LookupRollupSummary__c dennied
March 17, 2014 at 12:35 pm
You need to grant read/write access to all the objects in the package (view Install Components by clicking the package under Setup then Installed Packages) for users who will be defining and creating rollups. For other users only read access to these objects is needed. The next release of the tool will include a Permission Set to make this process easier.
March 17, 2014 at 4:15 pm
Thanks, that changed everything!
March 25, 2014 at 8:33 am
Currently it appears like Drupal is the top blogging platform out
there right now. (from what I’ve read) Is that what you’re using on
your blog?
March 25, 2014 at 9:55 pm
I’m using wordpress.com, has a great mobile client as well!
March 25, 2014 at 3:41 pm
Impensable, je ne connaissait pas votre site, vous etes maintenant bookmarker !
March 25, 2014 at 9:59 pm
Amusez-vous!
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April 10, 2014 at 2:08 pm
Looks like a great tool, I will be trying it out in my dev org. Andrew, could you share the AppX link for the tool as well? For client installations, it will be important to show that the tool has gone through Salesforce security testing.
April 10, 2014 at 2:58 pm
Think package link is on the GitHub repo readme page linked in the blog. I do not intend to list on AppExchange though it has previously gone through security review as the package is exempt from app and object limits as a result and is also licensed (free).
April 10, 2014 at 2:09 pm
I’ll be trying this in my dev org. For client installation, it will be important to see that this tool has gone through Salesforce’s security review. Andy, would you share the AppExchange link for your tool please? Even if it’s a private listing. I’m going to heart it there as well.
April 10, 2014 at 9:47 pm
Thanks for making this tool available!
I am having a challenge though in getting the remote site settings to work when installing in a developer org. I changed the eu2 to na15 but get an I/O Exception (IO Exception: Unauthorized endpoint, please check Setup->Security->Remote site settings. endpoint = https://dlrs.na15.visual.force.com/services/Soap/m/28.0
Error is in expression ‘{!deployZip}’ in page dlrs:managetrigger)
Any thoughts?
Thanks!
April 10, 2014 at 11:46 pm
NVM – I tried several options and finally closed everything and started over and it work. Thanks!
April 10, 2014 at 11:50 pm
Did you add exactly the URL shown in the error message?
April 13, 2014 at 3:19 pm
Hi Andrew, I would like to congret you for the solution, I just discovered it today and I’m already using it ! Thank you again !
April 13, 2014 at 3:32 pm
Your very welcome, i hope it helps you out and keep clicking not coding! 🙂
April 24, 2014 at 7:07 pm
Hello Andrew, Is there a way of making a parent “roll-up” to a child using this information or “roll-up” to an unrelated object or a junction object? Thanks
April 24, 2014 at 7:39 pm
I have to confess I’m not really understanding your use case here. Are you able to include a screen shot of your Schema Builder or some kind of ERD?
April 25, 2014 at 8:45 am
It also might be easier to share such things by raising a question on the GitHub Issues page here, https://github.com/afawcett/declarative-lookup-rollup-summaries/issues?state=open
April 29, 2014 at 1:07 pm
Hi Andrew. This is awesome….THANKS! I’m confused by one thing though. It seems that I have to choose a Numeric/Date field to aggregate when using the Count function. I have found a workaround for my needs, but just wanted to point that out. Salesforce.com’s UI/engine only requires an aggregate field to be chosen when using SUM, MIN, MAX and AVG, but for Count it simply just counts the records….I think this makes more sense, and I don’t see any mention of it above.
However, you seemed to have this worked out with the ‘Enhanced Edit (Pilot)’ button. I’m curious how this works since the ‘Field to Aggregate’ field is configured to be required. Do you enter a default value when Count is chosen?
May 1, 2014 at 9:33 pm
This is a really good observation! I’ve raised an bug on your behalf to see if i can make the field not required when using the count operation. Your correct the enhanced edit hides the field to aggregate field, however it does eventually fail to save the record for the same reason as you’ve pointed out the ‘Field to Aggergate’ is required. As you say you can workaround this for now by picking any field. Thanks for raising this!
May 1, 2014 at 5:41 pm
Hi Andrew, I had some challenges deploying the tool. When I went to activate the “Manage Child Trigger”, i received an error message, “Error is in expression ‘{!deployZip}’ in page dlrs:managetrigger”. Any suggestions of how I can work through this would be appreciated.
Best,
Nick
May 1, 2014 at 8:36 pm
Sorry Andrew, I’ll move these questions over to the GitHub Issues page.
Best,
Nick
May 1, 2014 at 8:42 pm
Thanks, helps me track things better, i think someone else report this btw today, something odd going on, maybe platform issue, can you check when raising the issue the above is the full error? Is there something above it?
May 2, 2014 at 2:14 pm
Regarding the LRengine (https://github.com/abhinavguptas/Salesforce-Lookup-Rollup-Summaries) can you confirm if the code covers the case when an Opportunity is re-parented to another Account. (deleting an Opportunity works, re-parenting doesn’t seem to)
For example
You have 2 Opportunities which roll up their revenue (using the LRengine) to Account.
account1.Total_Rev_c = 20
opp1.Rev_c = 10
opp2.Rev_c = 10
If opp2 is updated to lookup a new account (account2), you’d expect account1.Total_Rev_c = 10 not 20.
May 2, 2014 at 7:24 pm
Thats definitely a use case this tool that wraps the LREngine looks out for (in the latest versions) and handles it, I’ve got unit tests that cover the above (again via the tool engine). Are you calling LREngine directly yourself from your own trigger? If so, also make sure you have the latest LREngine.cls (i submitted some fixes for a use case similar to this).
May 14, 2014 at 9:54 pm
Hi Andrew,
Can this tool be installed on any sandboxes. The link provided here is taking me into production environment.
Please let me know.
Thanks,
Debarshi
May 14, 2014 at 9:56 pm
Sure, must update the readme with sandbox links actually, in meantime just change the domian bit if the URL to test.salesforce.com
June 16, 2014 at 1:31 pm
Just updated the README with Sandbox URL’s, https://github.com/afawcett/declarative-lookup-rollup-summaries/blob/master/README.markdown
May 20, 2014 at 2:06 pm
Andrew,
This looks like a great tool! I work for a Salesforce implementation partner and we have recommended this tool to be used for a Salesforce implementation. They are asking for proof that the tool has passed the Salesforce security review. Do you have evidence of this that I could share with my customer?
Regards,
John
May 22, 2014 at 6:50 am
Sure, I’ll dig out something and see what i can get on the README, I am at Salesforce1 World Tour London today, but will get it up before Monday next week.
May 26, 2014 at 2:19 pm
Thanks, Andrew. Looking forward to seeing it.
May 26, 2014 at 3:11 pm
I’ve now updated the README with a few screenshots showing what i see from the Publisher Console. https://github.com/afawcett/declarative-lookup-rollup-summaries/blob/master/README.markdown#packaged-release-history. Note that recent versions (since v1.2) have not as yet gone through security review, though the code of course is visible for all to see.
May 25, 2014 at 11:23 pm
It looks like this doesn’t support MIN/MAX functions on Date fields like the standard rollup summary fields do. Any hope of fixing this in a future release?
June 3, 2014 at 11:56 pm
It should do, are you getting a specific error message?
May 25, 2014 at 11:24 pm
It looks like this doesn’t support MIN/MAX function for Date fields like the standard summary roll-ups. Any chance of fixing this in a future release?
May 26, 2014 at 7:49 am
I will take a look, it should support this yes, can you raise an issue on the GitHub repo and include a screenshot of your rollup and details if your fields and error message. Thank you.
July 17, 2014 at 1:02 am
I installed it using the package but cannot get the remote site to work. My instance is na17, so I am creating a new remote site called “dlrs” with https://dlrs.na17.visual.force.com as the Remote Site URL, and then checking the “Active” box. What am I doing wrong?
July 17, 2014 at 9:16 am
Have you clicked the Manage Child Trigger button? What error message are you getting?
July 17, 2014 at 9:17 am
This looks to be the wrong URL, press the Manage Child Triggers button and attempt to Deploy. If you get an error message, read it and copy paste the URL given in the error message.
July 18, 2014 at 12:33 am
Andrew: I just get a blank page, no error message. See: https://github.com/afawcett/declarative-lookup-rollup-summaries/issues/50
July 17, 2014 at 1:03 am
Andrew:
I am having trouble with the remote site settings. I installed the package, and I have created a new remote site called “dlrs” with URL https://dlrs.na17.visual.force.com and I also checked the “active” box. Nothing seems to be working. Help!!
July 22, 2014 at 9:08 pm
Andy thanks for a great App – have just installed it in a non profit – its giving them some real benefits. – Am doing a presentation this afternoon to the NZ users’ group on AppExchange apps – Am using one of their processes to illustrate use of multiple AE apps – will be showing functionality that is made possible(without programming) – your tool sits behind some of these processes
July 23, 2014 at 7:35 am
Thats great news, thanks for sharing, really motivating for me to hear about such things! I’ll be sure to Tweet / Retweet for you! Go go go clicks not code! 🙂
August 13, 2014 at 12:07 pm
Hi Andrew, I want to filter on a Date field, ideally I want to filter on Year-to-date values, can I use a filter criteria like “THIS YEAR” or >= 1/1/2014 ? If so how — tried various things with no luck! 🙂
August 13, 2014 at 12:10 pm
Yeah I think this should be possible. Will need to check the SOQL dev guide. Can you raise this as an issue on the GitHub repo in the meantime, easier to discuss and share stuff that way. Thanks!
August 13, 2014 at 1:56 pm
When you mentioned SOQL I checked what options SOQL supports and now I have set my query like this and it works!!: XX_Date__c >= THIS_YEAR. This page has a list of SOQL date functions for anyone else needing help: http://www.salesforce.com/us/developer/docs/soql_sosl/Content/sforce_api_calls_soql_select_date_functions.htm
Thank you again, this is a great tool!
August 13, 2014 at 1:57 pm
Whoooop excellent! Thanks the update.
August 14, 2014 at 11:56 am
Andrew, great job.
I wish I had seen this when it was originally published. I had wasted a lot of time writing triggers to do the same end of last year. Well, it is not too late for me. I can throw those triggers out the window and have them declared decoratively now!
Wonderful job.
Thanks.
August 14, 2014 at 1:06 pm
Your very welcome, enjoy! 🙂
August 18, 2014 at 1:19 pm
Andrew, this is so great !!! Just what I was looking for and here it is !!! It’s also great to be able to use multiple criteria as mentioned here: https://github.com/afawcett/declarative-lookup-rollup-summaries/issues/41
A thousand thanks for this !
August 18, 2014 at 4:49 pm
Your so very welcome! Pleasure to receive such a nice comment and very inspiring. It’s a busy time for me at the moment personally, but hope to get back to doing more on this tool soon! Thank you again!
August 18, 2014 at 8:30 pm
Your MVP position is very well deserved as your tool is both very simple to implement, easy to use and highly effective. I was looking for something like this two years !
I found it through Success Community (thanks to the post of Jodi Nemser-Abrahams, so credit to her as well). Too bad Salesforce is not implementing this (2270 votes so far and open since 6 years). It’s a quite central feature.
What you did is very inspiring as well for some project I have, especially regarding the interface. You totally understood the needs of a Sys. Admin. for configuring and putting an elegant solution quickly in place. I wish I could contribute as you do to the community !
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September 4, 2014 at 2:42 pm
Is “advanced multi currency” on the road map?
September 4, 2014 at 9:36 pm
There is an issue raised about this, someone has made a contribution that I think delivers this. Can you confirm what your expectation is for this and I will check.
September 25, 2014 at 6:47 pm
is there a way to do text concatenation rollups with the app?
September 26, 2014 at 6:30 am
Not 100% sure what you mean, but using forumla fields can get you a long way in doing transformations. Can you elaborate?
October 2, 2014 at 8:30 am
Hi Andrew
got the same question, i want to rollup on a master record (Opp) a text field from child records.
Right now you can only rollup Date/DateTime/Time/Numeric fields, would be great to have as well text fields:
Context: a “combined” opportunity linked to other opportunities (lookup), I need to rollup the total value of the combined opp (done with your great app) but as well the total product list (text field) rolled up on a text field on the main Oppy.
Thanks for the feedback and thanks for the great tool
October 3, 2014 at 7:22 am
Hi, so you want to concatenate the text values of child records into one large text area field on the parent?
October 3, 2014 at 7:25 am
Hi Andrew,
exactly as you said, do you see it feasible?
October 3, 2014 at 7:35 am
Volumes may be an issue, the tool leverages aggregate SOQL queries feature under the good to effectively get the database to do the heavy lifting. It is this that doesn’t support text fields. A workaround would be to read all the children into the tool directly and perform the rollup in code, however this would be bad for volumes of records. Now that I understand the requirement I will give it some more thought, but it’s sadly not a straightforward extension to the current architecture. Thanks for the feedback though! 🙂
October 6, 2014 at 10:39 am
Hi Andrew,
thanks for looking into it, in our particular scenario this will not be an issue as we are never rolling up more than 4 child records and the info is coming from text or picklist fields,
Do you foresee any chance to get it working for picklists as well?
Thanks once again
October 10, 2014 at 9:57 am
I’ve raised an enhancement for this on the GitHub repo, feel free to add further details if you want.
October 10, 2014 at 10:17 am
Great thanks!
October 10, 2014 at 9:48 am
Sadly not at present, your not now the first to ask about this though, i’ve added to my list of things to think about for future.
October 1, 2014 at 9:56 pm
Getting that error:
permissionsets/LookupRollupSummariesFull.permissionset(LookupRollupSummariesFull):Unknown user permission: AllowUniversalSearch
permissionsets/LookupRollupSummariesReadOnly.permissionset(LookupRollupSummariesReadOnly):Unknown user permission: AllowUniversalSearch
What do I need to do to get around this error. Would love to get your tool installed and working.
October 2, 2014 at 5:30 am
Can you use the package install link for v1.10?
October 2, 2014 at 2:32 pm
Thanks! Work great!! So glad you made this tool. Makes you wonder why Salesforce can’t do it.
October 15, 2014 at 2:58 pm
Hi Andrew,
after enabling the trigger and see that the roll up works, I got the following error when tryind to edit an opportunity record:
Apex trigger dlrs_OpportunityTrigger caused an unexpected exception, contact your administrator: dlrs_OpportunityTrigger: execution of AfterUpdate caused by: System.QueryException: line 1:136 no viable alternative at character ‘”‘: (dlrs)
Do you know why this can be caused? Thanks
October 15, 2014 at 6:40 pm
Are you using a rollup filter? It could be the syntax of this. It has to match SOQL Where clause syntax.
October 16, 2014 at 8:48 am
Hi Andrew, that was right, I took out the filter and works now, will investigate in detail the SOQL I need to add. Thanks once again.
One last question, is there any place here I can see the security settings I need to add to the profiles to run the rollups? during the installation I onyl granted admin rights, now I want to release to end users and not sure which classes/trigger I need to add to the profile and cannot find any info on that
Cheers
October 16, 2014 at 3:49 pm
Check your Permission Sets I included some in the package for just this purpose.
October 20, 2014 at 6:53 am
Hi Andrew,
We’re seeing some issues when trying to deploy a change set to the live environment where we have your package installed. We are seeing two errors where two triggers have 0% code coverage. Would you like me to post the errors here, or email you?
Thanks,
Simon.
October 20, 2014 at 12:16 pm
I’ve got another report of a similar issue here, https://github.com/afawcett/declarative-lookup-rollup-summaries/issues/74, i also had someone mention to me this morning verbally an issue (not the same object). So I’m starting to worry something has changed since Winter’15, has your org recently gone up this weekend or last?
October 20, 2014 at 12:28 pm
Hi Andrew,
Yes, I think the org. was recently upgraded to Winter ’15. I managed to get our code deployed by writing something myself to pull up the coverage (even though the code coverage, when the tests were run in the live org, showed 100%) so the urgency for me personally has gone, but it would be interesting to know what this could be…
October 20, 2014 at 1:09 pm
Ah thats good to know! Yes, i’m trying to do some research, would you mind sharing your workaround on the open issue i referenced earlier in the meantime.
October 20, 2014 at 1:14 pm
Hi Andrew,
I’ve updated the outstanding issue with the problem we saw and what we did to implement a workaround.
October 24, 2014 at 4:59 pm
Hi Andrew,
When I refreshed my Sandbox the Rollup Summaries in my org didn’t follow into my Sandbox. I am re-creating the summaries in my Sandbox and it is requesting that I Create Remote Site Settings, when I click the “Create Remote Site Setting” button I am receiving the error “Error: This Remote Site Name already exists or has been previously used. Please choose a different name.”
Any help would be appreciated.
Thank you!
October 24, 2014 at 5:16 pm
Go to the Remote Site settings under Setup (use the Search box at the top of the sidebar) and delete the one called dlrs_mdapi and try again.
January 28, 2015 at 5:00 pm
Is it possible to update/overwrite the existing Remote Site Setting in this case? I tried using PUT instead of POST but the metadata doesn’t seem to support it.
January 28, 2015 at 6:08 pm
This should be possible via the udpateMetadata API in the Apex Metadata API.
January 28, 2015 at 10:45 pm
Got it, I changed createMetadata to upsertMetadata and it worked. Thanks!
January 29, 2015 at 8:50 am
Excellent! 🙂
October 27, 2014 at 5:02 pm
Andrew, many thanks for this fantastic tool!
I have a general question regarding multiple currencies. Apologies if this is documented somewhere else and I’ve missed it.
We have custom objects with currencies other than the corporate currency. Both the parent and child are in the same currency, which is other than the corporate currency (e.g., the corporate currency is USD and the custom object records are created in the ILS currency). The roll up is for a currency field type.
When the roll up occurs (SUM), it seems to sum the amounts in the corporate currency, then convert it again using the exchange amount. For example:
Child record #1 currency amount: ILS 5,000 (USD 1314.06)
Child record #2 currency amount: ILS 10,000 (USD 2,628.12)
Child record #3 currency amount: ILS 15,000 (USD 3,942.18)
Parent record receiving the summed rollup: ILS 7,884,36 (USD 2,072.11)
Expected: ILS 30,000 (USD 7,884.36)
This could very well be something we’ve configured wrong. But thought I’d ask the general currency question.
Thanks again Andrew!
October 28, 2014 at 2:06 pm
Multi-currency is not supported, but is an issue raised and is on the enhancement list in the repo, there has been some coding effort in the LREngine library (the tool uses) to support this, so its a matter of checking if upgrading the library in the tool will suffice in providing this functionality. I’m hoping to get some more spare time to look at this in the coming weeks. Sorry its not possible today.
October 28, 2014 at 3:15 pm
Appreciate the response Andrew, will watch this space 🙂
November 1, 2014 at 10:59 am
Thanks Gene, the underlying library this tool used was recently enhanced by another community developer, i plan to review this to see if upgrading to this within this tool will add this support and if not, what extra is needed. Your detailed example here helps a lot! I’ve added to the enhancement here, https://github.com/afawcett/declarative-lookup-rollup-summaries/issues/57
November 13, 2014 at 8:56 pm
Hi Andrew,
Is it possible to have multiple Relationship Criteria? For example Bus_Type__c = ‘Bus Type 1’ && Installation__c = 1
Thank you!
November 13, 2014 at 11:03 pm
Joanne – I use the tool a lot with client orgs and the answer is yes!!! If you are using the newest version of the declarative rollup tool, enter your criteria like you did, and in the next box, put both fields that you’re basing the criteria on in there, on two different lines.
November 14, 2014 at 2:57 pm
Thanks DPros, I have done that, but I’m receiving errors with && or & or . or a space in my criteria, how do you write both criteria? Than you!
“unexpected token: &”
November 14, 2014 at 3:14 pm
I believe you just use the word and…no & or anything.
So yours would be Bus_Type__c = ‘Bus Type 1’ and Installation__c = 1
November 14, 2014 at 4:49 pm
Yep, the syntax is the same as SOQL WHERE clause described here, http://www.salesforce.com/us/developer/docs/soql_sosl/Content/sforce_api_calls_soql_select_conditionexpression.htm
November 14, 2014 at 4:53 pm
Something so simple! Thank you dbpros for all your help!
December 2, 2014 at 7:11 pm
Could this be installed as an unmanaged package?
December 3, 2014 at 8:33 am
Yes, if you scroll to the bottom of the README file there is an option to install unmanaged directly from the repo, using the ‘Deploy to Salesforce’ link.
December 3, 2014 at 1:39 pm
Is there a trick to installing this in a sandbox environment? I click the deploy to SF link which redirects to a production URL. when I change login.sf.com to test.sf.com and login with my sandbox credentials I get the following error: Authentication Failed: OAuth login invalid or expired access token
December 3, 2014 at 8:15 pm
Sorry my bad, i’ve updated the link to the new style button, please try it again.