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#Declarative5 discussing

John Fine (Hood River County Education Foundation) asked in #Salesforce Admin
Sep 7, 11:17 AM
NPSP Customizable Rollups vs DLRS

After many years relying on DLRS for rollups that NPSP can't accomplish, some changes in our biz process is now allowing me to move most DLRS rollups to NPSP Customizable Rollups. 

 

I thought this would be an obvious choice since Customizable Rollups have a more user friendly UI (for a future day when I'm not around to maintain them), and are provided by SF itself. 

 

But ...after hitting a Customizable Rollup issue from long ago, realizing that I don't know if Customizable Rollups are no longer actively maintained by anyone, and seeing recent DLRS posts that indicate DLRS *is* actively maintained by the community... 

 

...I'm wondering if DLRS is the safer choice for future-proofing my rollups. 

 

DLRS vs Customizable Rollups - any thoughts? 

 

#Salesforce Admin  #NPSP  #Declarative Lookup Rollup Summaries

3 answers
  1. Seban Babu (108 Ideaspace)
    Sep 20, 2:56 AM

    Hi @John Fine

    Both are reasonable. Which tool you should use will depend on what you are rolling up: 

    • Customizable Rollups understand NPSP concepts (soft credits, household and contact rollups, time-bound rollups, GAU allocations). They are configured in the NPSP settings UI, run as batch jobs, and stay inside the managed package.
    • DLRS works on any object (including custom ones and outside NPSP), can update quickly by trigger, and is actively maintained by its community. It requires deploying Apex, and someone has to own it when you leave.

     

    Use Customizable Rollups for standard NPSP giving metrics, and DLRS only for rollups NPSP cannot do. Do not run both on the same target field. Whichever you pick, document it, and check batch times on your data volume. 

     

Arun Kumar PM (Salesforce Developer at Cognizant) asked in Commons Project: DLRS
Mar 4, 6:02 PM
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

1 answer
  1. Anthony Heber (Valence Inc.)
    Mar 4, 10:35 PM

    I'm only going to answer the first of these to come through. I'd recommend you delete this and comment on that other post from Rick C (DUAL) so that you can get updates. 

     

    There is no reason to post the exact same message under three accounts.

Chad La Fournie (TBD) posted in * Salesforce Developers *
Dec 14, 2023, 4:33 AM

Our company (Finning CAT) is embracing Well Architected and moving towards better CI/CD, and especially Easy and Adaptable core principles.

One challenge we’re discussing is how to move away from org-based development to using source control and automated pipelines, while not losing the ability for admins (and citizen developers) to participate in the process to create low-code solutions quickly and efficiently. We’re currently using Azure DevOps for our core DevOps processes and agile ALM governance, and we’re looking closely at DX@scale as well as test automation since our org has grown a lot. We’re aware some organizations have seen success using Salesforce DevOps to allow admins to participate in the process without needing to get into the complexities of an IDE or CLI, so considering that too.

How have others tackled the challenge of moving to source control as the source of truth while preserving the low code promise of faster-time-to-deliver?

#Salesforce Developer #Devops #Salesforce Admin #Declarative #Maintainability #Release Management
Jennie Rashid (Salesforce Admin at Jen Admin) asked in #Sales Cloud
Nov 2, 2023, 1:56 PM
Declarative Lookup Rollup Summaries by Record Type

Hi, I have a successful Declarative Lookup Rollup Summary running but would like to narrow down the calculation where the PARENT object record type is 'New Business'. Is it possible to specify this please? I only need the field updating if the record type is new business.  #Declarative Lookup Rollup Summaries    

 

#Sales Cloud

1 answer