How do I set up a field-based hierarchical structure in a custom object? For example, I want the sum of the fields in all children of a record.
1 answer
Steven Trumble (Strum Consulting) 
Forum Ambassador
If it's MD relationship use a roll-up.
If it's a lookup relationship use DLRS
Declarative Lookup Rollup Summaries (DLRS) - MetaDeploy -
Salesforce.org https://install.salesforce.org/products/dlrs
