Questions tagged [dlrs]

Declarative Rollup Lookup Summary questions

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Struggling with Using A Flow to Replace a DLRS. Why is the flow timing out?

I am trying to write a flow to replace a DLRS because the DLRS is consistently reaching its query row limit when it runs. I want a field on one object (product) that sums a qty field from another ...
NDWC's user avatar
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How to use checkbox=true in DLRS relationship criteria?

I'm trying DLRS for the first time and I need help with an SOQL error. I'm trying to count related contract records for each contact where tutor=true (in orange). In my contract object, I have a ...
Sebbie's user avatar
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DLRS Not Recognizing AccountId Field on CampaignMember Object

I'm trying to create a rollup using the DLRS tool where all the campaign names are concatenated in a free text field on the Account. However, the DLRS tool isn't recognizing the AccountId field on the ...
KB2021's user avatar
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Non-Profit Success Pack and DLRS: System.LimitException: dlrs:Too many query rows: 50001

I am getting the following email on a more or less nightly basis: Apex script unhandled exception by user/organization: <userid>/<orgid> Failed to process batch for class 'dlrs....
d-fws's user avatar
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DLRS Relationship Criteria Error - is not valid

I am trying to filter my roll-up but I get the error that my filter is not valid. However it works on Workbench and when I query on the Dev Console celigo_sfnsio__Status__c = 'Open' OR ...
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DLRS: How to count all Files (without Notes) related to an Opportunity?

I created a DLRS (Declarative Lookup Roll-up Summary) on the Opportunity that counts how many Files are related to it. However, the count gives me both the Files+Notes and I only want the File count, ...
Lut's user avatar
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DLRS - Is there a way to trigger the recalculation in real-time off of a relationship criteria field?

Summary: We are using DLRS jobs to monitor the quantity on Quote Lines as the Quote navigate through various statuses, and this lives on a separate object. This then gets updated on a related object (...
Maya Tran's user avatar
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Declarative Roll up Summary - How does it work when filter criteria changes

I am using the declarative roll up summary tool to create a lookup on Account object to sum over all net prices of Subscriptions using a filter criteria as Active Contract = 1(1,0). Parent Object : ...
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DLRS/Celigo integrator.io Trigger Failures

I have a production org configured with Celigo's integrator.io enabled and I'm attempting to introduce DLRS based rollups. Introducing DLRS into production causes both DLRS rollup and Celigo ...
SalesforceDeveloper's user avatar
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How to count the number of accounts related to a contact when multiple accounts to a contact is set

I setup up multiple accounts to contact so I can't use rollup summary. I decided to use DLRS but in this case, the Account will have to act as the child object since the details will be summed up on ...
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Declarative Lookup Rollup Summary error: System DML Exception error

The system throws this error whenever a Community Cloud guest user tries to donate to our organization...see attached error. I have multiple DLRS rollup fields that counts and sums up the donation ...
Wilson Pho's user avatar
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DLRS - Rolling Up Most Recent Call Duration from Task to Contact

I want to use DLRS to transfer the CallDurationInSeconds from the most recently completed Task up to the Contact. I've configured my rollup like so, but I'm receiving an error: "Master and detail ...
Todd Sprinkel's user avatar
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Can DLRS update an Aggregate Result Field where the Field to Aggregate is a formula field on the same record and there's been no edit to the record?

Can DLRS update an Aggregate Result Field that's a picklist or a text field where the Field to Aggregate is a formula field and the DLRS Parent and Child Objects are the same custom object and the ...
Jeff Issenberg's user avatar
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DLRS making too many queries to its own object

Our org is using real-time DLRS fields on a few custom objects related to a custom sales order management implementation. The fields are basically there to summarize order total when order items ...
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DLRS unmanaged Installation

I want to install the unmanaged dlrs package I only saw the managed link and on the github a suggestion to use convert and deploy. can you please direct me how?
daveDev's user avatar
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Using DLRS to roll up to the Contact from an Opportunity

I am attempting to roll up the total giving amount from the opportunity object onto the Contact record using DLRS. Attached is a screen shot of the rollup summary I built. I did not get any errors ...
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Rollup on Contact based on custom object

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 ...
VBALearner's user avatar
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MC4SF.Contact: execution of AfterUpdate

I've created a DLRS on contact object. In the DLRS, I have created a lookup relationship between Contact and a custom object. When I run the calculation using DLRS, some contact records are showing ...
VBALearner's user avatar
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How to add Contact to appropriate Campaign

I have a 'Highest Priority' field(declarative rollup summary field) on contact object. I have some campaigns namely Red, Orange, Blue, Green, White which are mapped to the 'Highest Priority' field. I ...
Student's user avatar
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Can I apply declarative rollup summary on affiliation object

I have contact object that is associated with 'Affiliation' object which in turn is pointing to Account object. Contact -> Affiliation -> Account I have a 'priority' field on the affiliation record ...
Student's user avatar
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Need Assistance with DLRS Test Code

I'm getting an error for the Timecard object and needing to write a test code for a DLRS rollup. My parent object is the Milestones in PSA and I'm rolling up the total hours field from the Timecard ...
Christina Douglas's user avatar
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DLRS Formula question [closed]

Okay so we have a custom object called Encounters and then we add Attendees (custom object) to the encounters. Attendees have a lookup field to contacts to connect to the what Encounter they attended. ...
Janelle's user avatar
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DLRS Relationship Criteria Error

I am working on a DLRS and am not quite sure where I am going wrong. I keep getting an error on the Relationship Criteria fields. Here is the error message: Error: Relationship Criteria: ...
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DLRS Where Date 1 = Date 2 Error (expected colon received text)

I would like to have DLRS run a count on child records through a lookup. The where clause for counting is to compare a DATE field on the Lookup Parent to a Date/Time field on the Lookup Child. My ...
Rebecca's user avatar
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4 votes
2 answers
2k views

Apex Question regarding Declarative Rollups for Lookups Solution

I am trying to utilize DLRS with objects that are used in the Field Service Lightning managed package. More specifically, I am trying to total the ActualDuration field from the ServiceAppointment on ...
Kenny Buckles's user avatar
1 vote
1 answer
2k views

Total number of child accounts on Parent record

I'm trying to create a rollup count of child offices related to a Parent on the Parent record. I've been beating my head against this for a few days. I've tried DLRS, and I've tried a combo of Flow ...
K. Wheeler's user avatar
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3k views

How to schedule DLRS in Salesforce [closed]

I'm looking for a document (or a vidéo) which describes in detailed steps how to schedule a full calculation of a declarative lookup summary. I don't need to calculate in real-time. There are 2 tabs ...
Lacarnel Consulting's user avatar
1 vote
1 answer
351 views

DLRS Rollup not working with tertiary criteria

I learned a new requirement that now the rollups must be filtered on a third criteria. (This will mean creating 62 new fields to capture the rollups... but I digress). So I added this new, tertiary ...
Alexx's user avatar
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Error Message in Community using visual force page - managed package Financialforce PSA

Error Message in Community using visual force page - managed package Financialforce PSA: dlrs_pse_ExpenseTrigger: execution of AfterInsert caused by: System.QueryException: sObject type '...
Lex Ryman's user avatar
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1 answer
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How can I identify what is causing this Apex error?

Error Type: Batch Apex error Error Date: 2016-11-04 03:10:08 Message: "First error: Update failed. First exception on row 0 with id 003A000000uVn8nIAC; first error: ...
Jason Kelly's user avatar
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After insert exception with Declarative Lookup Rollup Summaries Tool

I have a validation on account that throws an error if the below is true Locked__c = True && NOT(ISCHANGED( One_Time_Support_Counter__c )) && NOT(ISCHANGED( ...
user8310's user avatar
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1 vote
3 answers
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BeforeInsert caused by: System.NullPointerException: Attempt to de-reference a null object

Error: There was an error creating Lead 1. Salesforce error: dlrs_LeadTrigger: execution of BeforeInsert caused by: System.NullPointerException: Attempt to de-reference a null object Class.Helper....
Sanjay's user avatar
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