The custom object is related to the contact record, but unfortunately it is not a master lookup field. Because of this, I feel the best option to accomplish this is thru the DLRS application. I have this installed, but not sure how I go about implementing it. Can someone please walk me thru this? I am also open to other solutions if someone has one. Appreciate the help!
Thanks,
Mike
1 answer
Here are a few resources on the DLRS app:
1) Official documentation (https://github.com/afawcett/declarative-lookup-rollup-summaries#.documentation)
2) Article on how to create rollup summaries using DLRS (https://blog.texei.com/how-to-create-rollup-summaries-in-a-declarative-way-in-salesforce-f1272b846e06)
3) Declarative Lookup Rollup Summaries Tool community group (http://Declarative Lookup Rollup Summaries Tool) - includes links to additional resources in the 'Information' section
