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I have a object Donations which is a part of managed package that holds multiple donations made by a contact. Donations object has a look up relationship to Contact. I tried using DLRS on Contact to get sum of donations made by a contact in past 12 months, but there seems to be some integrations within Contact object that do no allow DLRS insert/update operation on some Contact records. I tried creating a custom object with master detail relationship to contact to hold donation total, but I'm not able to get it to work.

Can someone provide guidance how I can achieve this without breaking any integrations on Contact? I'm open to creating a new object and developing separate process to handle this to avoid breaking any integrations on Contact.

DLRS Error log

The formula in the "Set Street Address Type (Home)" rule or process is invalid due to the following:<br/>The data you were trying to access could not be found. It may be due to another user deleting the data or a system error. If you know the data is not deleted but cannot access it, please look at our <A href="javascript:openPopupFocusEscapePounds('https://help.salesforce.com/apex/htdoor?body=%2Ftrain%2FonlineSupport.jsp&loc=support&language=en_US&release=218.9.5&instance=CS10', 'Help', 1024, 768, 'width=1024,height=768,resizable=yes,toolbar=yes,status=yes,scrollbars=yes,menubar=yes,directories=no,location=yes,dependant=no', false, false);" title="support (New Window)">support</a> page. : CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY ()
The formula in the "Set Other Address Type (Home)" rule or process is invalid due to the following:<br/>The data you were trying to access could not be found. It may be due to another user deleting the data or a system error. If you know the data is not deleted but cannot access it, please look at our <A href="javascript:openPopupFocusEscapePounds('https://help.salesforce.com/apex/htdoor?body=%2Ftrain%2FonlineSupport.jsp&loc=support&language=en_US&release=218.9.5&instance=CS10', 'Help', 1024, 768, 'width=1024,height=768,resizable=yes,toolbar=yes,status=yes,scrollbars=yes,menubar=yes,directories=no,location=yes,dependant=no', false, false);" title="support (New Window)">support</a> page. : CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY ()
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  • Can’t you convert the lookup to master detail?
    – Jayant Das
    Feb 18 '19 at 1:46
  • DLRS can roll up a custom object to Contact. If it's not working in your org, you may have some other automation, or validation rules, that is causing problems. What error do you see?
    – David Reed
    Feb 18 '19 at 2:56
  • @JayantDas - Cannot convert lookup to master detail since Donation object is a part of managed package.
    – VBALearner
    Feb 18 '19 at 3:13
  • @VBALearner You should edit your question to reflect that so that it’s clear why the relationship on the object cannot be changed.
    – Jayant Das
    Feb 18 '19 at 3:16
  • @VBALearner Are you using the NPSP? Are the two named rules/processes also part of the NPSP or other managed package? Those are really important pieces of information to solve this issue.
    – David Reed
    Feb 18 '19 at 3:43
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If you are comfortable with Apex you should be able to do with an aggregate results query. You can also use a Flow to create a rollup summary.

https://salesforceweek.ly/2015/02/how-to-create-roll-up-summaries-using-flow.html

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