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#Rollup0 人がディスカッション中

We've noticed that while pulling some roll-up fields into a report some display as blank and some as $0.00. I think this has to do with the fact that the rollup is a calculation of the soft credit totals from the contacts within the household. One of the contact's soft credit total shows blank and the other shows $0.00. I'm guessing it is similar to the "treat as blank or zero" but I'd like confirmation.
5 件の回答
  1. 2025年1月13日 18:25

    This post is from 2021, and I am experiencing the exact same problem in 2025. Has any solution ever been found?

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We want to calculate our account's giving level based on their best year of giving INCLUDING both hard and soft credits (mainly to capture gifts via donor advised funds). Currently their giving level classification (friend, mid, major) is calculated based on best gift year amount for hard credits only. We've created a bunch of customizable roll-ups so that the account's appropriate soft credit roll ups show up on the account. Currently, my plan is to create additional custom fields adding the soft + hard credit roll-up for each individual year, then an additional formula field to pick highest giving year total. Would love a more streamlined/better approach if someone has one!
4 件の回答
  1. 2023年7月27日 19:45

    @Cyndi Myers, I was wondering the same thing! It seems like a gross oversight if this functionality is still not available!!

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Ever since latest NPSP release was pushed to Production orgs last week, we have been getting the below error every day. After reading this Help article - https://help.salesforce.com/articleView?id=000321537&type=1&mode=1

- it sounds like it is something in the code that is throwing the error. Looks like it is part of NPSP managed package. Has anyone else experienced this issue? Any ideas on how to troubleshoot or fix?

Error #1:

Error Type: Batch Apex error

Error Date: 2019-07-07 20:08:27

Message: "First error: Apex heap size too large: 12215786"

Context: npsp__CRLP_Account_BATCH

Stack Trace:

null

8 件の回答
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Hey guys, hope you're well.

 

Using the Rollup Helper, I was wondering, when creating my rollup wherein for my filter I limit the rollup to 2 and refer to the Created Date. If I choose sort Descending, I am now focusing on the latest records. But how do I pull only the 2nd record (instead of the latest)? 

 

Essentially I am trying to compare between the latest record vs the 2nd latest record.

 

Any ideas would be really helpful.

 

Cheers,

Saf

 

#Rollup #Rollup Helper Field #Roll-up Summary Fields

4 件の回答
  1. 2022年6月22日 15:13

    Hello Saf,

     

    When creating a Rollup filter on the page in the top right corner next to the limit setting you'll see there's an additional field, the text reads:

    Limit this rollup to _____ child records per parent.

    Skips _____ child records per parent.

     These settings allow you to return only a limited number of child records from those that past the filter criteria defined in step 3.  This can be used for things like returning the 5 most recent task names, 3 largest opportunities, first contact created for the account   

    The Skips field can be used if you want to know something like the 2nd newest created record The sort order determines if you are selecting the oldest or newest records ASC puts the newest records at the top of the list. Limit 2 will pull the 2 newest records, and if you only want the 2nd newest record you would set Skips 1 child records per parent.

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I cloned an old custom rollup that gives the sum of gifts for an individual and I extended it to run from 2 years to 3 years back. For the life of me, I can't figure out why it won't fire.   I went as far as creating a new filter group to fire off the stage of the opp instead of the "Won" checkbox (which I also can't seem to find in the Opp object).  That didn't work either. 

 

Would love some help on this one. #NPSP #Rollup #Salesforce Admin

3 件の回答
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I have a rollup that I created that places the current application status of a related record to be placed in the conatact record.  Either open or closed.  It's a simple rollup that just puts the current status of the application on a field on the contact record, to help with sorting, etc.  It works fine, except we are having situations where we have had to delete a related application record.  When that happens the rollup in not firing, as it's set to Process Builder on the calculation mode.

 

I thought I could just create a simple flow to run the rollup on deletion, however, it's not working and I am not sure what I am doing wrong. #DLRS #Rollup #Automation

6 件の回答
  1. 2022年3月25日 19:16

    Yea, and I don't think I can change that, I was am still hoping that someone knows more about this...I hope anyway...lol

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When I create a donation record on NPSP and afterwards create a payment record for that donation the rollup summary for the fields "Payment Amount Received" and "Payment Writeoff Amount" are not working - they always show null.

Yes, I verified that payment record's checkbox "paid" is checked - nothing happens. The donation record has a linked account and a linked primary contact. I understand that those fields are regular rollup summaries and not calculated fields that are updated by a scheduled job. Any hints are welcome :-)

2 件の回答
  1. 2022年1月27日 10:48

    https://help.salesforce.com/s/articleView?id=000326550&type=1

     

    This is related to advanced currency management.

    All currency calculations on opportunity are stopped upon activation.

    You can't even add a custom currency roll up summary field on opportunities anymore.

    The workaround I used: aggregate the related field with a flow, upon change / creation of the child object, containing the currency field (payments). Good luck!

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Having only one opportunity on account with the amount of 50,000.

However, on the rollup summaries fields like the average or total gift, it shows 58,000.

any suggestions?

3 件の回答
  1. 2021年9月27日 17:14

    I had a similar problem earlier this year. Specifically, I had numbers that should have been in Last Year Total Gifts showing in This Year Total Gifts, and when I checked my Customizable Rollup Settings I got the following error message: Error displaying Customizable Rollups You do not have access to the Apex class named 'CRLP_RollupUI_SVC'. Not sure if this is the same issue, but I received the following answer from @James Browne​  and it addressed my problem - hope it's helpful:

     

    I suspect there are two separate issues at play here

    1. The reason your This Year/Last Year rollups are incorrect sounds like it is to do with an issue we discovered yesterday that affects a subset of customers. See post here: https://powerofus.force.com/s/feed/0D51E00005XhVmQSAV
    2. The Apex class permission issue is because of a Salesforce Critical Update/Release Update that was autoactivated in your org late last year. See this post for steps you need to take: https://powerofus.force.com/s/feed/0D51E00005SdHUESA3
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We are working with an org that has been using rollups for filling in contact information based on memberships. According to:

 

https://powerofus.force.com/s/article/NPSP-Working-with-Memberships

 

Fields like Membership End Date should automatically rollup for contacts based on the information from their membership opportunity. I found the rollup, called Contact: Membership End Date which looks like it is supposed to do this. It DOES work for the primary contact on the account, but it does not roll-up the same information on the seceondary/household member.

Per the description on the rollup ("Latest Membership End Date where the Contact is the Opportunity Primary Contact") it seems it is only supposed to apply this information to the primary member, but my question here is how do we get this same information to roll-up to the Household Member? #Rollups​ 

3 件の回答
  1. 2021年8月26日 13:14

    Thanks @Emonni Gohleston​ . I realized that one approach to to take here for the secondary member is to create a zero dollar opportunity each time a membership comes in for the secondary household member. I'm hoping there's another approach I can take here though!

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The service delivery attendance are not rolling up to Program Engagements or the Contact. I did add the scheduled trigger too but that didn't help. I have renamed objects/tabs. I don't know if that caused the problem.

The fields are just blank. Ideas what to look at?

9 件の回答
  1. 2021年7月22日 17:00

    No, but you could change the name field back to its original name so that it would match the trigger.

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