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Rick C (DUAL) a posé une question dans Commons Project: DLRS
4 mars, 16:45
DLRS Rollups Not Executing at Any Level

We are facing issue as DLRS rollups are not working at any level. 

 

Object Hierarchy Requiring Rollups 

Opportunity → Quote → Carrier_Quote_Coverage__c → Carrier_Quote_Details__c 

 

Rollups Required Across All Levels 

For each level, we have rollups for: 

 

  • Taxes
  • Premium
  • Fees

 

Specifically: 

 

Opportunity:

 Amount field (using Type__c picklist with values  - Taxes, Premium, Fees) 

Quote:

 Amount field (using Type__c picklist with values  - Taxes, Premium, Fees) 

Carrier Quote Coverage: 

Amount field (using Type__c picklist with values  - Taxes, Premium, Fees) 

Carrier Quote Details:

 Amount field (using Type__c picklist with values  - Taxes, Premium, Fees) 

 

Issue 

DLRS rollups are not working at any level. Previously, the lowest-level rollup (Carrier_Quote_Details__c → Carrier_Quote_Coverage__c) worked, but now even that is no longer updating. No rollups are firing in Realtime across the entire hierarchy. 

 

What Has Been Verified

  • All rollups are configured as Realtime.
  • Lookup relationships are correct.
  • DLRS child triggers are installed.
  • No errors appear in DLRS logs.

 

The managed package is the standard Declarative Lookup Rollup Summaries package. 

 

We need help to understand why all DLRS rollups have stopped functioning, including the lowest level, and determine whether this is due to platform behavior, trigger conflicts, or a DLRS package issue. We also need confirmation on whether DLRS supports cascading multi level rollups natively or requires additional configuration. 

 

#DLRS #DLRS Package #Declarative Lookup Rollup Summaries

3 réponses
  1. Anthony Heber (Valence Inc.)
    5 mars, 01:52

    Thanks, @Rick C

    ! Full Calculate not working gives us something to start with. That takes a bunch of things out of consideration. Is it that nothing is changing or that the rollup value is wrong or that it is always leaving an empty field? 

     

    Remember, we're ignoring the realtime problem for now. It is almost always simpler to troubleshoot the Full Calculate, fewer moving parts. 

     

    After starting Full Calculate, are you applying any filtering on the start screen? (It gives you an opportunity for a WHERE clause to limit which parent records are updated) 

     

    Can you check the Setup => Apex Jobs page once you start the Full Calculate? You should see a RollupCalculateJob Apex class as a Batch job. It should have a number of batches with it. If you monitor that it should progress through all the records. Depending on the number of parents it needs to recalculate it might take a bit. Let us know how many batches it needed and roughly how long it takes from start to finish. (It should show the start and end times in the list view) 

     

    Will you check if it completes without any errors? If it encounters an un-handled error then it should report that error in the batch job's status. If it is a contained/handled error then it should email whoever started the job as well as add records to the Lookup Rollup Summary Log object. 

     

    I would start by watching the Batch job then if that looks good but still doesn't produce any results I would check the Lookup Rollup Summary Log object next. 

     

    Please report back if everything looks clean or if you find any obvious problems. You may need to look at the modified dates on those log objects to make sure you're dealing with recent outcomes.

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Stephanie Wong (Senior Salesforce Administrator chez Absorb)
9 févr., 14:43

Declarative Rollup blocking Zuora from sending subscriptions from Zuora to Salesforce.  

 

Has anyone experience this error? We have many rollups on Subscriptions, while they are still on- we have turned off the Apex that is blocking it. 

 

Appreciate if anyone have insights on how to fix this issue?  

Declarative Rollup blocking Zuora from sending subscriptions from Zuora to Salesforce. Has anyone experience this error?

 

Feb8.jpg

 

 

 

 

#Declarative Lookup Rollup Summaries

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Heath Parks (Information Systems/Salesforce Manager chez Cincinnati Works) a posé une question dans Commons Project: DLRS
24 juil. 2024, 20:11
Delete a "scheduled" rollup - can you do that?

So a while ago, I created a few rollups using Process Builder and then also hit the "Schedule Full Calculate" button to have the rollups run nightly.  (Long story, didn't understand all of the options around scheduling the rollup, still a bit confused but getting there)

 

Anyway, I have since changed the rollups to run realtime, however it's still doing the scheduled rollup nightly.

 

Is there a way to delete these scheduled rollups, that are now realtime?  I thought I could go to Apex Jobs and delete the jobs, but since I have some running at the same time, I don't know which is which.  I am also NOT on the latest version, I am on 2.17.

 

Here are some screen shots that may provide context.

 

Delete a

List of jobs

 

scheduled DLRS 2.png

#DLRS #Declarative Lookup Rollup Summaries

2 réponses
  1. Jon LaRosa (LaRosa Consulting)
    24 juil. 2024, 20:23

    Go to Setup -> Scheduled Jobs and you can delete it from there. The job name will have the rollup ID in it (as well as the rollup name).

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Heath Parks (Information Systems/Salesforce Manager chez Cincinnati Works) a posé une question dans Commons Project: DLRS
15 juil. 2024, 20:41
Rollup NOT working consistently

I have a DLRS rollup that seems to be failing for only select records and I am not sure why.  I have not been able to replicate this in Test, so I am testing things in production.  I did run a debug log, however, I really have no idea what I am looking at in how to trouble shoot the issue.  Especially since it seems to be isolated to certain records.  

 

What the rollup is doing, is marking a checkbox field on the activity/event object called "Hard Contact" is marked as "True"  If the Hard Contact box is True, then the rollup puts the Date of the activity on the Contact record.  I then use that to calculate the number of days since our org had a "Hard Contact" with a particular contact (a hard contact being an actual conversation or a meeting our client/member had with their coach.  For most records, it is working fine, however, I have a handful of contacts, where the rollup is NOT populating and I can't figure out why.  I am attaching a screen shot of the rollup.

 

Rollup NOT working consistentlyHere is a screen shot of the activity note, where the Hard Contact is marked as true

 

Activity Objec Rollup issue 2.pngAnd here is the field on the contact record where the value is showing as blank.

 

Contact field rollup issue 3.png

 

Like I said, I can provide a debug log if that helps, but I am stumped, I have identified at least 2 records where this is taking place, there may be others, I am trying to find that out now.

 

Help! #DLRS #Salesforce Admin #Nonprofit #Declarative Lookup Rollup Summaries

13 réponses
  1. Heath Parks (Cincinnati Works)
    16 juil. 2024, 17:57

    @Dan Donin I was able to figure out what was going on.  I did add the IsTask field, the Meeting Attendance field is actually on the "Event" object, not the task.  Since we can only add fields to the Task and Event fields via the activity object, things get goofy, as I am sure you are aware.

     

    I looked through my old posts and I noticed one from a while ago, where I was running into a similar issue and what I found out, is that I had some activity records that were marked as a hard contact, however, the Date field was blank (not filled in).  Once I either deleted those records (some were dups) or I put in the Date in the due date, the rollup worked fine.  Since the rollup is dependent on the activity date, I am guessing it hit a record without a date, it was putting in that value on the contact record.  So I guess I need to make the date field required or adjust the criteria to make sure it's not counting any records that have a blank date.  10 plus hours of my life..lol.  I appreciate the feedback and I clearly need to rethink some things and I need to understand DLRS better....

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Miloš Macura (Salesforce Developer chez Obvious People) a posé une question dans Commons Project: DLRS
17 juil. 2022, 08:47
'Invalid field" errors on realtime DLRS

Hello all,

 

I am having a big issue with DLRS that I cannot uncover for a long time, and it's affecting my users big time.

 

We have several real-time calculations on our ticket object that started popping out errors, apparently on totally unrelated actions, i.e. actions when the rollup shouldn't run at all.

 

Basically we are running a calculation from EmailMessage to Case object, but for example, when we go to update a field on certain Cases, this DLRS supposedly triggers and tries to search for a field from the EmailMessage object on the Case? An error message is then thrown and I am basically unable to edit this Case. If I change the order of the Relationship Criteria Fields and put Incoming as the first field, I will get an error saying that Incoming is invalid on the Case object.

 

Obviously, these fields do not exist on the Case object, but why is the tool trying to find them there, instead of on the EmailMessage?

 

Mind you it's not all records on the Case object that we're unable to update, but I still haven't found a reason why some of these specific cases are failing.

 

'Invalid field

Screen recording of the issue: https://www.loom.com/share/d6e17b870d734ac097ee8163ac85079c

 

I am a System Administrator in the org and I am added to both DLRS permission sets.

 

Even tried to recreate the rollup from scratch, no results.

 

The only solution so far has been to deactivate the rollup completely.

 

Seems to have started to happen when we upgraded DLRS to 2.15, but cannot say for sure.

 

If anyone has any idea about solving this or even troubleshooting further, please save me! Thanks!   #Declarative Lookup Rollup Summaries @Andrew Fawcett

4 réponses
  1. Matthew Gardner (Venture)
    26 avr. 2024, 20:36

    I am also experiencing the same issue! I don't have any other DLRS records running for these objects. I can't find a solution.

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Ivette Vallejo (Data & Evaluation Manager chez Lenox Hill Neighborhood House) a posé une question dans #Formulas
12 févr. 2024, 20:18
Most Recent Score Field

Hi All!

 

I have an Object named ABC Assessments and it has a record type by the name of MSSI. It houses all the MSSI assessments, and it has 2 fields that I particularly care about: (1) Assessment Date (date data Type) & (2) MSSI Score (number(2,0) data type).

 

I need my Case Record Object to have the “Most recent MSSI Date” & “Most Recent MSSI score”

 

I was able to accomplish the “Most recent MSSI Date” via a max roll up summary of the MSSI Date.

But I have no idea how to accomplish the “Most Recent MSSI score.” Please help! What sort of formula field would that need to be?

 

#Salesforce #TrailblazerCommunity #Data #Formulas #Declarative Lookup Rollup Summaries

1 réponse
  1. Steve Molis (You Owe Me a Beer, Inc.)
    12 févr. 2024, 21:21

    For the Most Recent Score, you'll probably need a Record Triggered Flow, triggered by the MSSI record when it is created.  Then add a Update Record Action that updates a field on the Case record 

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Shannon Farrell (Nonprofit Salesforce Consultant chez Red Clew Consulting) a posé une question dans #Data
16 févr. 2024, 18:21
Convert Task Subject to Text field for DLRS?

I'm using DLRS to roll up the Subject of the next upcoming Task to a field on a custom object. 

 

The result field on the custom object is a Text field, but since Subject is technically a Picklist, I'm getting an error that "Master and detail fields must be the same field type (or text/Id based) for First or Last operations".

 

I am trying to use a formula field on the Task object to convert the Subject field to text using the formula "TEXT( Subject )", but then I get "Error: Incorrect parameter type for function 'TEXT()'. Expected Number, Date, DateTime, Picklist, received Text". It says the Subject field is a text field.

 

I know that the Subject field is weird since it functions as both, but does anyone have a workaround for what I'm trying to do?

 

#Data  #Sales Cloud  #Nonprofit Success Pack  #Data Management  #Declarative Lookup Rollup Summaries

2 réponses
  1. Forum Ambassador Steven Trumble (Strum Consulting)
    16 févr. 2024, 20:00
    Couldn't your formula just be: Subject
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Raquel Riemer (Senior Database Manager/Developer/Architect chez JNF) a posé une question dans #Formulas
12 févr. 2024, 20:24
Distinct Count

I have a table Events which is a master detail with Attendees.

 

Attendees are connected to the contacts table and the account table.

 

I have a rollup summary that counts all attendees where the status is registered, however I  also need a distinct count of accounts.. We could have two spouses in one account. I need that to count as one..

 

Is there a formula that will make this possible

 

Event (master)

Attendee (detail) - has the status field

Contact (lookup field on the attendee)

Account (lookup field on the account) #Formulas #Declarative Lookup Rollup Summaries

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Dodi Friedenberg (Salesforce Consultant chez Friedenberg Consulting LLC) a posé une question dans Commons Project: DLRS
8 janv. 2024, 21:24
Error: IO Exception: Read timed out

My questions are:

1. Why is the wizard complaining about the parent and the child on screen 1?

2. Why is my rollup working in my dev org but in my sandbox I get "IO Exception: Read timed out"? Could it be the difference in the Salesforce release? Or the renamed Account object in the sandbox?

 

Here are the details:

 

Using the Wizard in preview Spring '24 sandbox, I chose the Account object (which was renamed in this org to "Organization" pre-me, don't ask!) to "Organization (Account)". When I try to save (on the first screen) it says the parent does not exist and the child does not exist. It hasn't asked me for the child yet.

 

When I try it without the wizard, I'm getting 

"Error:IO Exception: Read timed out"

 

So I next installed DLRS in my Winter '24 dev org. Wizard gives me the same message - parent doesn't exist and child doesn't exist. Account has not been renamed in this org. And I haven't had a chance to select a child yet. 

 

Without the wizard, I was able to save, deploy, and successfully calculate the rollup in my Winter '24 dev org with these values (it also contains this custom object and fields. I cut and pasted field API names in each org):

Parent Object: Account

Child Object: Food_Trip__c

Relationship Field: Food_Recipient__c

Field to Aggregate: Trip_Date__c

Field to Order by Trip_Date__c (do I need to specify this?)

Aggregate Operation: First

Aggregate Result Field: First_Completed_Delivery__c

Active

Realtime

User

 

Both orgs have DLRS v2.19

 

Thank you!

 

#DLRS Package #DLRS #Declarative Lookup Rollup Summaries @Stephane Plancke @Commons Project: DLRS

3 réponses
  1. Anthony Heber (Valence Inc.)
    12 janv. 2024, 16:12

    @Dodi Friedenberg, very odd behavior. I don't know why the new wizard would be so different. "Read Timed Out" suggests a problem talking to the Salesforce API but both wizards talk to the same API endpoints, and I think using the same code.

     

    I think the most interesting is the parent does not exist error, like it is collecting the wrong value for the renamed object... BUT in your org that isn't renamed it does the same thing.

     

    I can't think of anything off the top of my head that tells us what is going on. Any other insight or tests that might surface more details?

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Patriece Wright (N/A) a posé une question dans #Chatter
29 nov. 2023, 17:10
How to count the number of chatter post?

I have a custom object for which I have enabled the chatter feed. I want to be able to count the number of posts made to Chatter on that object. I created a DLRS with the parent object being my custom object and the child object being FeedItem. The relationship field is ParentId. For the field to aggregate I selected 'CommentCount' to test. This is not functioning as intended, please advise.  #Chatter #DLRS Package #Declarative Lookup Rollup Summaries #Automation

2 réponses
  1. Kalpesh Ketkar (Ksolves India Limited)
    30 nov. 2023, 06:00

    Hi @Patriece Wright,

     

    Unfortunately The FeedItem object doesn’t support aggregate functions in queries. Other way of doing above would be querying for FeedItems into a collection and checking the size in apex. Make sure to add any appropriate filters to the query to narrow down the results

    List<FeedItem> fiLst = new List<FeedItem>();
    fiLst = [SELECT Id FROM FeedItem WHERE Type = 'TextPost'];
    system.debug("FeedItem Count:"+ fiLst.size());
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