Andy in the Cloud

From BBC Basic to and beyond…

53 thoughts on “Declarative Rollup Summary Tool Update

  1. Thanks very much Andy! I’m very excited to dig into these new changes and and cannot begin to tell you how much I personally appreciate your continued work on this wonderful tool. It really is amazing and an essential part of the Salesforce kit. Greetings from the Berlin Developer group and will pass this on in our next ‘virtual’ & virus-free meeting!

  2. Hey @andy – I’m not seeing this in the appexchange – am I missing something?

  3. Hi @Andy, when can we expect the latest version available.

  4. Hi @andy, when can we expect the latest version available.

    • As it’s a community product – there is no formal release schedule – it just depends on when folks have time including me. What do you need?

  5. Hi Andrew, I just discovered your tool yesterday. So usefull for me ! thx a lot !

  6. Hey Andrew, I am having some trouble with this in my org, Salesforce support said they cannot help me and I need to contact you. I cannot see anywhere else I can request support. Could you assist me please?

    • Hi. Sure the best way is to tap into the community chatter group. The link to that is near the top of the readme file on tools GitHub repo. Thanks

  7. Hey Andrew, we have trouble with roll_up summary due to security changes on guest users. Salesforce advised to contact you to resolve the issue. Can you please assist me in this issue?
    Thanks in Advance

    • This is not a paid tool – its is an open source and community supported tool. Thus there is no official support. However there is a great community behind the tool. Check out the README file on the GitHub repo and on that is a Chatter Community Group link. You can post into that.

  8. Hi Andrew.
    I am having some trouble with roll_up summary in my org, Salesforce support said they were not able to debug your code and to contact you. Could you assist me in this issue as we are unble to contact your support.

    • This is not a paid tool – its is an open source and community supported tool. Thus there is no official support. However there is a great community behind the tool. Check out the README file on the GitHub repo and on that is a Chatter Community Group link. You can post into that.

  9. I’m trying to update to version 2.12 from 2.11 in a sandbox using this link…

    Getting this error, any help appreciated…

    This app can’t be installed.
    There are problems that prevent this package from being installed.
    Package Not Found The requested package doesn’t yet exist or has been deleted. If this is a recently created package version, please try again in a few minutes or contact the package publisher.

  10. Hello. With the new release if I change a dlrs record that was once “Realtime” to “Scheduled Full Calculate” and it already had a trigger code deployed for it will it auto remove the trigger code? Or will it still perform real-time calculations as well as the scheduled calculation? due to realtime dlrs Exclusive Lock errors I want to switch it to scheduled off business hours only.

  11. Hi Andrew,
    I saw your comments about going through Security review.
    Is it listed on Salesforce Appexchange? If yes, please let us know the link !

  12. We are using DLRS for sometime in our project. Recently we came across one issue reported by users. Customer Service Back users were getting an error while doing a contact merge operation.

    dlrs_ContactTrigger: execution of AfterDelete caused by: System.DmlException: Upsert failed. First exception on row 0; first error: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY, insufficient access rights on cross-reference id: [] Class.dlrs.RollupService.updateMasterRollupsTrigger: line 946, column 1 Class.dlrs.RollupService.handleRollups: line 842, column 1 Class.dlrs.RollupService.triggerHandler: line 307, column 1 Trigger.dlrs_ContactTrigger: line 7, column 1

    09:40:32.850 (3973107470)|DML_END|[946]
    09:40:32.850 (3974602711)|METHOD_EXIT|[7]|01p58000008XKOk|dlrs.RollupService.triggerHandler()
    09:40:32.850 (3975043881)|FATAL_ERROR|System.DmlException: Upsert failed. First exception on row 0; first error: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY, insufficient access rights on cross-reference id: []

    We were able to reproduce this issue in lower environments. We made log level as finest but log does not display exactly on which object permission , it is errored out.

    Any help will be appreciated.


    • I suspect it will be the relationship field on your rollup rule. It maybe that the users sharing rule does not have access to the master record. If you want you can change the rule to run in system mode and that should bypass this check.

  13. Hi Andy, since this is not available on App Exchange. How can I download this in my test org? Thank you !

  14. I am getting errors when using the DLRS – Salesforce support said to try to reach out to the site I downloaded it form since they can not help me. Is there a place I can do that? Or anyway to contact someone directly? Any help would be great.

  15. Hi Andrew,

    Declarative Lookup Rollup Summaries Tool

    We are getting a custom validation error when trying to update opportunity Stage = ‘Dead Project’ with a Reason for dead status = ‘Competition’.

    Error message: Reason For Dead Cannot Be Left Blank

    Line: Class.dlrs.RollupService.Updater.updateRecords: line 1205, column 1

    Can you help me with this issue?

    Thank you very much.

    • It looks like a validation rule on your master object is giving this error – perhaps? If you try to edit the record manually (fake a rollup update) do you see the same error? If so – you need to update the validation logic to tolerate this update scenario – since all the rollup tool does is update the designated rollup field not any other field – and it lookslike “Reason for Dead” field is blank on the given master record here.Hope this helps.

  16. We have an org using v2.5 and we are looking to upgrade to v2.13 we will be going through testing with such an upgrade as we currently have ~170 rollup records across the org.
    Are there features that may not be backward compatible that we will run into at a quick thought?
    (I know quite the ask when upgrading 8 versions all at once…)

    • Wow Josh yes quite an upgrade – glad you are taking your time. Just read carefully the README file and gather together all the release notes and steps described in each release.

    • Nothing I can think of no – just read carefully all the notes in the release notes section of the readme

  17. Hi Andrew,

    I have two versions of this app in my sandbox one from the app exchange and using the Sandbox URL from github and have noted two differences.

    App exchange – Updates rollup field in real time however, does not sum records of related objects on a different objects.

    Sandbox URL – Delayed updates of rollup field. Calculates related objects and displays them on different object rollup fields however, first updates with the sum of the most recently updated related object then pages has to be refreshed a number of times to get total sum of all related objects.

    I would like to know which one is the most current version and will there be an update when all related objects can be summed and shown on different objects in a real time ?

    Many Thanks

    • Trigger logic in Salesforce is by design non deterministic so – so the order cannot be determined. I would say that ui updates from triggers in general in lightning desktop are as far as I know not instant – so the refresh behavior you are seeing is most likely due to that. One way to confirm is to switch to Salesforce classic (this did not have this refresh problem). Also generally I would not recommend have two versions of the tool. Hope this helps

  18. Hi Andy – we just rolled onto a Salesforce project that is using this tool but we are receiving these errors and not sure if we are looking in the right place invalid cross reference id : INVALID_CROSS_REFERENCE_KEY (). Is it possible there is something wrong with a trigger?

    • Hmm hard to say without more info tbh. It might be the system mode vs user mode thing – try changing that setting on the roll up defo – by default it is user mode – which means if the user updating the child record cannot see certain records you might see this. The tool really runs on the user behalf so typically system mode is actually what’s needed – the default is historic. Other than that maybe post in the chatter group linked on the readme file. Andy

      • Hi Andy – thank you for your response, and pardon my ignorance, but what is meant by roll up defo? Thanks, Karen

      • Sorry rollup definition – see the mange rollup summaries tab in your org. Andy

  19. How do I change the Running User of the Roll-Ups? I tried by logging in as that User and got an error that the Roll-up was already scheduled. The original running user is no longer at the company and I now have a dedicated “admn” user.

  20. I want to change the Running User of Roll-Up Summaries that a previous Salesforce partner created. Do I have to delete these Summaries and start over while logged in as the new running user? I can’t find any articles on how to handle this situation.

    • No you don’t need to reconfigure the rollup criteria itself. I assume you mean the apex job the partner scheduled? If so – yes Salesforce does not offer a way to change this for existing Apex jobs. Take note of the ones you have. There will be potentially two types. RollupJob is most easy – just delete that and use the Schedue button under setup to jobs to schedule a new one. You may have some full reschedule jobs for one or more rollups defined in your system. These can be deleted and rescheduled by the corresponding rollup detail page you will need to know the criteria used though. If the partner did not share this you can determine it by enabling a debug log for one the jobs and observe the first query it uses. Hope this helps – there is a wonderful community group accessed via a link on the GitHub repo for the tool – find it at the top of the Readme file. Andy

  21. Hi. What are the triggers still active even after you delete a job?

  22. Hi all, running into a issue when trying to roll-up to a currency field in a multi-currency org with more that 2 decimal places for the target currency field. I’ve create a discussion on Git. Any insights would be much appreciated

    • Thanks for sharing – git is a place for know issues and enhancements. I would also recommend the community chatter group where the tools community powered support team hang out. The link to this can be found at the top of the readme file.

  23. Hi Andy. Is it possible to configure DLRS to take the most recent Note (Content Document) associated with a record and populate the long text area field on the same record the note is associated with? I know there are different content objects referenced here. Just wanted to see if this was first possible before digging to much into it. Thanks!

  24. Hi, is the app compatible with the ICU locale formats which will be adopted across all orgs by Salesforce in Spring ’22? Many thanks!

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