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    Declarative Roll-up Lookup Summaries

    Free
    Code
    1,256  Views
    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
    Additional Information
    Developer: Community Driven Tool
    Learn More
    Get the Code

    Installation

    Install the latest version of DLRS into your production, sandbox, or scratch org via Salesforce.org MetaDeploy https://install.salesforce.org/products/dlrs/latest

    Features Summary

    • Rollup information between Lookup relationships was not previously possible without writing Apex Triggers
    • Define rollups using standard UI declaratively, no coding is required
    • Define filter criteria on rollups for example Rollup Amount on Opportunity onto Account for Closed Won
    • Supports real-time, Scheduled and Developer API modes
    • Open source, available in code and managed package form.
    • Managed package has passed Salesforce Security Review and is Aloha enabled
    • Supports Custom Metadata, rollups can be included in Change Sets and Packages for easier deployment
    Tagged: Salesforce Products, Salesforce App, Salesforce Tools, Salesforce Marketplace, Salesforce AppExchange, Salesforce Best practices, Salesforce Dashboard, Salesforce Platform, Cloud Applications, Trailblazer Community, Use of Salesforce, Custom Metadata, Sandbox, Relationships, DLRS, Scratch Org, MetaDeploy, Apex Triggers, UI, Developer API
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    App Screens
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