Rollup to Relationship: A Cool DLRS Trick
Here’s a nifty trick you can do with the declarative lookup rollup summary tool: Use your rollup to make a new relationship, powering formula fields!
@Nonprofit and Education MindShare @Nonprofit User Group, Philadelphia, US @Admin Group, Philadelphia, US @Salesforce MVP Collaboration Space @Commons Project: DLRS
5 commentaires
@Michael Kolodner Thanks for the info. Your formula looks familiar to me. I think it is figuring out a fiscal year (which I think for many nonprofit orgs will begin in July, hence the 7).
Also, learning that makes me more comfortable with learning DLRS, even if others have migrated from it to the other option.
