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#Lookup Rollup Summaries0 utenti parlano di questo argomento

Ok, I know this has been asked before, and I read a couple of responses, however, I want to make sure I understand the underlying issue correctly.  I am seeing this warning stating that I have 2467 scheduled items.  See the screen shot.Optimizer Scheduled Items warning(?)

 

I saw a couple of post stating that I need to schedule the Rollup Job to clear or run any items that failed, etc.  And I saw

this post by @Shari Carlson

talking about the differences in scheduling prior to 2.21.  However, I am on 2.22 (and I am not sure when I updated or how long that warning has been there, to be transparent).  I also don't see items in my Summary Logs (but again, it's possible I deleted those). 

 

So my question is, do I just need to schedule the Rollup Job to just run a couple of times a week to "clear" out these items?  Part of my confusion is that I do have 9 rollups scheduled to roll up nightly and those appear to be running fin, no errors, etc so I just want to make sure I am doing the right thing.  I also noticed that there are too rollup jobs I can select "Rollup Job" and RollupCalculateJobSchedulable so I want to make sure I am scheduling the right one.  And just to add to my confusion, in Apex Jobs, I just noticed that there is a scheduled apex that was created on 4/2/2025 (it looks like and has NOT run... (see below)  So again I am just a bit confused. 

DLRS Issue.png

 

#DLRS #Lookup Rollup Summaries #Nonprofit #Salesforce Admin

 

 

13 risposte
  1. 8 apr 2025, 22:33

    "Watch for changes and process later" in the new wizard is the same as "Scheduled" mode in the old wizard. These options are for "install the trigger and watch records as they change but don't recalculate the value for the parent right away" instead it enqueues records into the Scheduled Items bucket which are drained by the "RollupJob" at a future time. But only if you are actually running that job. 

     

    These are completely separate from the "Schedule Full Calc" jobs. So if you have anything that is currently set to "Scheduled"/"Watch for changes and process later" then you need to be running the "RollupJob" to process those enqueued items. If you ONLY use the scheduled calculation then you should be able to put them into "Process Builder" mode (which doesn't use the triggers and doesn't automatically watch for changes) and your scheduled jobs will take care of it all. In that case you can just delete those items and everything will be good to go (because you're ensuring the values are updated through your scheduled full calculates) 

     

    One note, those items can be created by some rollups if the parent can be merged, there is an edge case behavior where merging a parent will create scheduled item records. So it is probably a good idea to always have the "RollupJob" class scheduled even if you don't expect it to do any work. 

     

    Again, if you need the Scheduled Items processed then follow Shari's instructions to get that job added. This is totally separate from the "Full Calculate" jobs that you have scheduled. 

     

    I hope that is more clear.

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I am including a number of screenshots. I recently updated to the latest version of dlrs, and have since been having some issues. I am getting daily emails informing me of a failure for a rollup that isn't even supposed to be running anymore (is inactive). It reads: 

           

Error: A calculate job for rollup 'Sum Last Year's Gifts on RD' is already executing. If you suspect it is not aleady running try clearing the applicable record from the Lookup Rollup Calculate Jobs tab and try again. Review the error, rollup definition and/or delete the Apex Scheduled job under Setup. Check if the rollup still exists via the Manage Rollup Summaries and/or Lookup Rollup Summaries tabs.

 

The 'summaries tool' tab shows some warnings in the 'optimizer' that I've never seen before (see first screenshot). I follow the directions, checking the logs (screentshot 2) and confirming that nothing has 'broken' since 2022).  I see the fields in screenshot three in this custom object that is part of dlrs, and I select 'edit' from the dropdown of the 'old' (dlrs__LookupRollupSummary__c) field, to find that it is not possible to remove the field I am told is no longer necessary. See field settings in screen shot 4, and perhaps someone out there who has used this tool can point out my error to me.  

 

#DLRS

 

#Lookup Rollup Summaries

3 risposte
  1. 28 feb 2025, 21:04

    @Ashlynn Sylvain

    I think there are several things going on so let's take them one at a time - starting with deleting the no longer needed field.  

     

    First, deleting the no longer needed field. Here's the

    FAQ item that covers this issue

    . There are a few steps that you need to take including review and deleting any scheduled items that reference that field before attempting to delete. In Lightning, you don't need to open the field to delete it, you use the dropdown at the end of the field row in the Field & Relationships tab. But I think I have always needed to switch to Classic to delete this field. (Let me know if you need help finding/deleting the field in Classic).  

     

    Let me know if you still have issues deleting that field. Once we get that field deleted we can jump to the next issue.  Also if it would be helpful to jump on a call, feel free to direct message me and we can find a time. 

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How do I get my DLRS configurations to deploy from a sandbox to production, or is this not possible yet? I don't see the object as available in change sets under "Custom Metadata Type". I also tried exporting and importing, and it says that the records were imported into the "Lookup Rollup Summary" object, however no DLRS appear in the "Manage Lookup Rollup Summaries" selection picklist nor do I see anything in the DLRS "Manage Records" section of setup.

3 commenti
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Can someone confirm if the 'Like' operator can be used in the Relationship Criteria?  I recently updated an existing Rollup Summary and change the operator from '=' to 'Like' and it is not populating my Rollup field.  I have ran the criteria in Workbench and I get what I would expect.  Is there anything I need to do, other than Save the record, after updating\changing a Rollup Summary?  Thanks!

3 commenti
  1. 27 gen 2021, 13:23
    @Jon LaRosa Ok...I was wondering about the Calculate...I was not sure...but will that update any of the current records that the Rollup Summary already updated? I did not want the current records updated.
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There are situations where actionable data is required within Salesforce to drive workflows, increase user productivity or to aid in reporting. The solution is sometimes that a roll-up summary field is needed, but that is not always possible. Some scenarios where roll-up summary fields cannot be used include:

  • Custom objects with lookup relationships

  • Filter by Formula rather than Static Criteria

An example of this would be the need to count the number of open Projects (custom object) on an Opportunity that have not yet begun but have a start date(kickoff) that is less or equal to Today.

 

This use case can easily be completed with Rollup Helper and Lookup Helper. Check out our use case library post!

Number of Open Projects on an Opportunity - Counting a Custom Object with a Dynamic Filter

1 commento
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Hi all, 

 

I'm using the DLRS on the Account to populate the number of Events ("visits" type). 

I'd like the Lookup Rollup Summaries to run between a range of two date fields, that could be different from an Account to another.

 

Would that be possible ? 

17 commenti
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Hi! I have another question for the @Commons Project: DLRS

group. I have a Lookup Rollup Summary that counts the number of Events and Tasks the user has for the current month and the previous month and stores that information in four fields on the user record. These four fields are then used in two formula fields for the total number of activities the user has for the current and previous month.

It seems to work great. However, when I run a report of the user's activities and compare it to the values produced by the lookup rollup summary formula,148 match while 118 don't. Sometimes the number of activities is higher for DLRS, sometimes it is lower. The difference in values is anywhere from 1 to 46.

My relationship criteria for current month: ActivityDate=THIS_MONTH AND ActivityDate <= TODAY

My relationship criteria for previous month: ActivityDate=LAST_MONTH

Any idea on what could be causing DLRS to be lower or higher? Thank you in advance for your help!

25 commenti
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Great way to expand standard roll up summary functionalities.

Declarative-lookup-rollup-summaries

2 commenti
  1. 12 nov 2015, 19:03
    Another app to consider to go beyond standard rollup summary functionality is Rollup Helper. With Rollup Helper you can quickly and reliably rollup any information in Salesforce without the support of a developer. With over 108 5-Star Reviews and 12,000 Salesforce customers, it is a battle-tested & a feature-rich rollup solution that can be used with most any use case you throw at it. It supports large data volumes and we guarantee it’s performance with our great technical support team.
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Hi! Does anyone know if Event reminders are logged as Tasks? And if so, how do I filter them out of a DLRS formula that counts the number of tasks a user has assigned to them? Thank you in advance for your help!

4 commenti
  1. 8 ott 2015, 17:58
    Hi @Dan Donin, thank you for your response! I haven't worked through the formula yet for displaying the owner's time in report builder, but I'm think timezones may also be why some of my roll-up fields didn't refresh on 10/1. I was running the scheduled job at 1am EST on the first of the month, so anyone on Mountain or Pacific were not getting refreshed for the new month. I'm going to adjust to 4am and see if that catches everyone. Thanks again for all of your help!
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Hi @Commons Project: DLRS

! I have a quick question about deploying Lookup Rollup Summaries to a Developer Sandbox. Since it's not metadata it's not copying any of my lookup rollup summaries over when I create a new sandbox. Does anybody have any suggestions on the best way to migrate these into a sandbox. Is dataloader sufficient or should I just rebuild them for each of my sandboxes?

Thank you in advance for your help!

Nicole

4 commenti
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