tet3 / declarative-lookup-rollup-summaries

Declarative Rollup Summaries for Lookups

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Declarative Lookup Rollup Relationships (DLRS)

Solution Overview

Declarative Rollup Lookup Summaries (DLRS) is a sustainable open source community application that provides an admin-friendly declarative interface to generate and manage cross-object rollup summaries in your Salesforce org.

Part of the Salesforce.org Commons program

Feature Highlights:

  • Rollup information between Lookup relationships, not previously possible without writing Apex Triggers.
  • Define rollups using standard declarative UI, no coding required.
  • Define filter criteria on rollups, like rolling up Closed Won Opportunity Amount onto Account.
  • Run rollups in Realtime, Scheduled and Developer API modes.

Read All About It

Questions and Community Support

DLRS a community built and maintained Salesforce package, please help support it share your experiences in this Trailblazer Community Group.

Contribute

If you want to contribute as a developer, see our documentation

Contribute your non-developer skills - This project is in part contributed to as part of the Salesforce.org Commons community sprint events. This GitHub repo tracks the current work being done for Documentation and UX improvement efforts.

Note: Readme Content has been moved.

As of Oct 25th, 2022 all content that used to be housed below here has been temporarily moved to a wiki page.

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Declarative Rollup Summaries for Lookups

License:BSD 3-Clause "New" or "Revised" License


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