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#DLRS Field0 diskutieren mit

I need to get rid of a custom object we no longer need and I'm trying to change the object name to see if I can reuse it but it's giving an error pointing to two DLRS triggers and 2 DLRS classes which are preventing me from changing the name. One of the trigger is autogenerated while the other is not. I tried to deactivate them both but that doesn't seem to work. I also tried to comment out the 2 apex classes which are dependent on these triggers but that didn't work as well.

 

There are also different existing rollups on this objects both as child and parent objects. If I can identify and deactivate or delete these individual rollups via the rollup summaries tab, and then delete those classes and triggers (if I can even do that), will this free up my object for edit?

 

Also, If I just decide to create a new object entirely, will I be able to delete this existing one without getting alerted to dependencies attached to it?

#DLRS Field #Declarative Lookup Rollup Summaries

2 Antworten
  1. 22. Nov. 2023, 13:31

    Hi @andrew I get this error when I try to go to manage lookup rollup summaries tab

    "Error:Salesforce Metadata API connection failure, click the link below to configure."

     

    Isn't this the same place I'm meant to recreate the rollup from? I didn't delete it by the way, all I did was deactivate the trigger in setup but I had it reactivated. Then, I also deactivated some lookup rollup summary records related to the object in question, but I also went and reactivated those when it didn't work.

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DSLR was working fine few days ago.

But company co-worker reports all the row-up ups have stopped working.

When I open the DSLR page, it shows:

 

Error:

Salesforce Metadata API connection failure, click the link below to configure.

But there is no link.

Can anyone tell me what to do? Thanks in advance

 

#DLRS Field #Declarative Lookup Rollup Summaries

3 Antworten
  1. 24. Aug. 2023, 14:05

    @Brian Chong Did you find a fix? I am having the same issue. I already have the "Lock Session to the IP address from which they originated" unchecked.

     

    Im wondering if I could clone the current Remote Setting Endpoint without a URL and then regenerate.

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Hi All,

 

There are two checkboxes ( Renewal check ) . One on Contact & Asset. I am using DLRS to have them in pair. 

(1) When Renewal check =True on Asset ---> at it`s related contact record (Renewal check) = True. Configured DLRS & it works fine. 

(2) When Renewal check updated on contact ---> It should update on its related Asset. Created new lookup field on Contact object to asset & tried to configured it but it is not working. Not getting any error. 

 

Any Idea what is missing or is it possible to update from Contact to asset from DLRS ?

 

Update check box from Contact to it`s Asset via DLRS

#DLRS Field

#Delete Field Dlrs LookupRollupSummary

1 Antwort
  1. 24. Aug. 2023, 07:00

    I don't think that DLRS is the best fit for your requirement. Have you tried to use flows for this automation? One Flow that triggers on Asset and updates all related Contacts and another that triggers on Contact and updates the related Asset (and maybe also all other Contacts that are related to the same Asset)

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Hi Folks, 

 

I'm fairly new to using DLRS and I wanted some advice on how best to count Activities on Person Accounts. I'd like to take the Activity Time Line from the Person Account and have counts of each of the interactions with a Customer.

 

Ideally, I want to have a count of all Activities, for example, Total Count of Emails, Total Count of Inbound Emails, Total Count of Outbound Emails, Total Calls, Total Inbound Calls, and Total Outbound Calls.

 

I have assumed I can use the WhatId/WhoId as the Relationship field for Tasks but I'm unsure how to handle EmailMessages.

 

Can anyone advise if they have successfully done this and share insights on how they achieved this, i.e. what relationship field(s) were used, what criteria etc..?

 

#DLRS Field #Declarative Lookup Rollup Summaries

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I've got a DLRS that appears to be regressing. There are 127 records that I had manually edited and saved to trigger an update earlier in the week (Wednesday, I believe), and today all of those records somehow reverted to the previous value. I turned field tracking on and so was able to spot check several, and I see the rollback changes all seem to have happened at 2AM. This process is looking at the last advancement visit date (i.e. the most recent task with a Category = "Meeting" and a Status = "Completed").

 

My knowledge of DLRS is pretty shallow, but here are the specs I'm using:

 

Lookup Relationship

Parent Object: Account

Child Object: Task

Relationship Field: WhatId

Relationship Criteria: Type = 'Meeting' AND Status = 'Completed'

Relationship Criteria Fields: Type, Status

 

Rollup Details

Field to Aggregate: ActivityDate

Active: Y

Field to Order By:

Calculation Mode: Realtime

Aggregate Operation: Last

Calculation Sharing Mode: System 

Aggregate Result Field: BMG_Acct_Last_Advancement_Visit_Date__c

Aggregate All Rows: Y

Row Limit:

 

Text Lookups

Concatenate Delimiter:

 

Description

Description:

 

Advanced

Test Code:

Test Code See All Data: N

 

Can anyone help me figure out why my result field is reverting back to older outdated task dates rather than referencing the most recent date as I intended?

 

#Data Management #DLRS Field @Commons Project: DLRS @Data Quality & Management

9 Antworten
  1. 23. Juni 2023, 20:11

    Hi @Aaron Yost, looking at the definition you outlined, it doesn't look like you have a value in "Field to Order By". If you want to return a value from the "Last" record, ie, the most recent, you have to tell DLRS to order by ActivityDate.

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I am trying to get the sum of logged activities per account. I downloaded Declarative Lookup Rollup Summaries, but am having trouble with the setup

 

Ex: I want to view the total number of logged calls on an account where Activity Type (custom picklist field) = "Cold Reach Out - Phone". So if an account has five logged calls, and three of them have Activity Type = Cold Reach Out - Phone, a field, "Number of Cold Calls", would equal 3

Sum of Logged Activities on Account where Activity Type = ...

 

#Trailhead Challenges #DLRS Field #Help #Formulas

6 Antworten
  1. 16. Mai 2023, 20:36

    @Bryan Webb, If you want this to run in real-time, you must first deploy the child trigger and check 'Active'. Help me to understand the purpose of 'Count__c'. Also, what field type is this? If I understand correctly, you are trying to count (call)tasks where 'Activity_Type__c = Cold Reach Out - Phone'. Why not set this up by counting the id for each matching record?

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Hi guys,

 

Hope you're well.

 

Im creating this DLRS that rolls up the latest meeting (Event) logged against this Opportunity rollup field called 'Fundraising'.

 

This lookup field 'Fundraising' (Opportunity) could only be added to the Activity object as you can't manually add fields to the Event object.

 

For the DLRS, my Parent Object is 'Opportunity' and Child Object 'Activity'. However when I try to Save, I'm met with this error message: "Child Object: Object does not exist.".

 

I then switched the Child Object from 'Activity' to 'Event', but because my Relationship Field 'Fundraising' is on the Activity object, upon saving I'm met with this error message: "Relationship Field: Field does not exist."

 

Any ideas on how I could make this work?

 

#DLRS Field #Sales Cloud #Declarative Lookup Rollup Summaries

8 Antworten
  1. 6. Apr. 2023, 14:21

    @Steffen Michael Brinkmann I'm not entirely sure that would work for our instance.

     

    This is because I want the rollup field to reside on the Opportunity. 

     

    The Opportunity is referenced as a lookup on the Event, but is a field listed in Activity called Fundraising (Opportunity lookup).

     

    If I use the WhatId, it would reference the Account name instead of the Opportunity as per the Fundraising (Opportunity lookup) field.

     

    In our org, for the same account you could have multiple Opportunities. So if a user logs an Event, they can choose specifically which Opportunity the meeting relates to in the Fundraising (Opportunity lookup) field.

     

    It seems like DLRS doesn't account for the Activity object, which is a shame.

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Hello Team,

As I am receiving system emails regarding the rollup summary job fails

So I have deactivated the roll up summary job by unchecking active checkbox on the custom meta data record. But Still the job is being run and receiving the job failure emails continuously.

1. How to stop the specific roll up summary job  ?

2. If we delete the DLRS configue record then related child trigger gets deleted      automatically ?

 

#DLRS SOQL #Delete Field Dlrs LookupRollupSummary #DLRS Field

 

Thanks,

Pavan Thammali.

3 Antworten
  1. 3. März 2023, 11:14

    @Pavan Thammali, Can you share a screenshot of the error message? Usually, we deactivate unwanted rollups on the rollup itself but it can be done via metadata as well. However, the schedule should get deleted manually if the rollup has been scheduled. Delete the entry manually if the rollup is referenced in the so-called 'Lookup Rollup Calculate Jobs' tab. Child triggers should get removed via the 'Manage Child Triggers' button on the next screen by clicking remove.

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Hi, I have a DLRS field on the Contact object. I'd like build up a formula field, also on Contact, that references the DLRS field, but the DLRS field is not available in the formula builder . Am I missing something? Thanks!

6 Kommentare
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Hi guys, I've created a process which on the surface seems to work. Essentially calculating the Aggregate Operation = FIRST, for my field 'Campaign Start Date' which is located on the Opportunity for a lookup on there called Brand (which is an Account).

 

However, for a few brands we are noticing that the DLRS field I made is not calculating correctly. For example, one of our brands Abbvie is showing my DLRS field (Earliest Start Date) as 22nd Oct 2020. However, when I review the Opportunity Start Date on one of the opps this brand is associated to, it is showing 3rd Jan 2020? I've noticed this mismatch happening with a lot of opportunities associated to this brand.

 

Any ideas what might be causing this? I've attached the screenshot of my Lookup Summary for reference. Perhaps I'm not specifying something clearly?

 

Happy to elaborate if need be!

 

Thanks!

5 Kommentare
  1. 9. Feb. 2021, 18:19

    Alright gotcha. I've typed in: Campaign_Start_Date__c ASC NULLS LAST

    I've began the Full Calculation so hopefully once complete the figures will be correct! :D

    Thank you so much for your assistance on this.

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