Since i created the Declarative Rollup Tool back in July last year, it has received some really positive feedback from Admins and Developers wanting a way to maintain that #ClickNotCode feel a little longer when faced with lack of platform support for rollup summaries between lookup relationships.
The tool is open source and free for anyone to consume as a package or deploy the code into their development or sandbox orgs using my GitSFDeploy tool, see the Readme. Because of this its not just up to me what happens to it or who contributes to it…
So the reason I have called this the Community Powered release, is because a major new feature of the release was designed and contributed by a member of the Salesforce community, Wes Weingartner (Twitter), who submitted via a Pull Request to the GitHub repository. I’ve now merged it in and uploaded it into the latest release of the managed package. So without further rambling, here is what’s in the new release…
- Usability, Enhanced New and Edit UI for setting up Rollup Summary (Pilot)
- Installation, Improved installation and configuration in subscriber org via Permission Sets
- Various fixes, relating to using the Max option with Date fields and parent objects with Private Sharing configured.
Lets walkthrough these features…
Enhanced New and Edit UI
Wes raised the idea of having a nice front end page that improves the user experience when selecting the parent, child objects and related fields. In his subsequent submission he has done a great job of designing a UI that makes it much easier to setup the rollups! Here is a screenshot, which does not really do it justice in terms of just how easy it is to point and click from the dynamically updated drop down boxes instead of entering those fiddly API names!
What i found really cool about his design, is that he combined entering the Child Object and Relationship Field information into one operation, the Child Object (Field) drop down automatically shows all valid child relationships for the selected parent object you select.
For the moment the new UI does not have all of the related information or buttons on it from the native UI, so for this release to access this enhanced UI when creating rollups, use the Enhanced New Lookup Rollup Summary (Pilot) button from the List View and for editing existing rollups there is an alternative Enhanced Edit (Pilot) button on the Detail Page.
NOTE: If your upgrading you will need to manually add these two buttons to your List View and Detail page layouts.
I have added two new Permission Sets to the package, this allows you to grant either the ability to Configure Rollups (for Administrators) or Process Rollups to all your users that will be editing child records that cause the rollups to be execute (either Realtime or Scheduled). Assign the Permission Sets as usual but follow the following manual permissions on a custom Permission Set or Profile (Salesforce still doesn’t package these!).
- Lookup Rollup Summaries – Process Rollups,
manually grant Lookup Rollup Summary App and Tab permissions accordingly.
- Lookup Rollup Summaries – Configure Rollups,
manually grant Lookup Rollup Summary App, Tab and Author Apex permissions accordingly.
A collection of minor fixes and improvements have been made, review the Readme release section for more details.
Installation, Documentation and Thank you!
As before see the release section of the Readme for installation options, please feel free to leave comments here and/or log any bugs or enhancement ideas in GitHub here. You can find a full list of past blogs covering the features of this tool here. Finally i would just like to say a big thank you to all the kind feedback and ideas I’ve received about this tool, it is really appreciated and motivational for me!