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Quick question, I know that the Beta view of the rollup summaries, shows more information, like Parent, Child, Aggregate Result Field and more.  I was wondering if there are any plans to allow us to create custom list views?  Or is there a way to create Custom Report Types to get to the same information, but a bit more grainular?  Like showing by Child Object, etc?  I am working on documenting my org and for regular rollup jobs, I can use the data type to see if a field is a rollup or not, however, using DLRS, you are creating "regular" fields and while I have started noting it's a rollup in the description, I am looking for an "easy" way to find what other fields I need to tag.  I am using the new Rollup List view field, but was just curious if we could use reports.  I did try, btw, but no results showed up. 

 

#DLRS #Nonprofit #Salesforce Admin

3 个回答
  1. 2025年5月13日 12:08

    @Anthony Heber and @Jon LaRosa Thanks, I appreciate the insight.  I remembered that DLRS went to metadata, and I just did not make the connection that I would not be able to create reports.  Although it would be cool if SF could make that happen...I mean metadata is Data, too....

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