Skip to main content

Questions tagged [dlrs]

Declarative Rollup Lookup Summary questions

Filter by
Sorted by
Tagged with
0 votes
0 answers
21 views

Can DLRS write an aggregate result to a field on the Child Object?

Wondering whether this is possible with DLRS or if what I'm trying to do is too funky. Let's say I have a Parent Object "Location" with a Child Object "Assessments". Each ...
ANX's user avatar
  • 1
0 votes
2 answers
79 views

How to count the number of files related to a record?

I had assumed that DLRS would handle this case. There is an open issue on this area but with rays of hope - thread here https://github.com/SFDO-Community/declarative-lookup-rollup-summaries/issues/433....
Keith C's user avatar
  • 136k
0 votes
1 answer
371 views

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
  • 91
0 votes
1 answer
196 views

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
  • 83
0 votes
1 answer
560 views

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 ...
Lut's user avatar
  • 287
0 votes
0 answers
773 views

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
  • 287
0 votes
1 answer
730 views

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
  • 229
1 vote
1 answer
442 views

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 : ...
RedDevil's user avatar
  • 7,841
0 votes
0 answers
55 views

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
0 votes
1 answer
908 views

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 ...
Afe 's user avatar
  • 3
0 votes
0 answers
295 views

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
0 votes
1 answer
281 views

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
0 votes
2 answers
2k views

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
1 vote
0 answers
347 views

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 ...
pvukovic's user avatar
  • 300
2 votes
0 answers
118 views

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
  • 145
0 votes
0 answers
562 views

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 ...
AI_Ops's user avatar
  • 1
0 votes
1 answer
111 views

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
0 votes
0 answers
683 views

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
0 votes
1 answer
74 views

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
  • 565
1 vote
0 answers
200 views

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
  • 565
1 vote
2 answers
2k views

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
0 votes
1 answer
465 views

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
0 votes
1 answer
1k views

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: ...
AI_Ops's user avatar
  • 1
0 votes
1 answer
456 views

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
  • 57
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
0 votes
1 answer
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
364 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
  • 111
1 vote
1 answer
151 views

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
2 votes
1 answer
915 views

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
0 votes
0 answers
1k views

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
  • 121
1 vote
3 answers
2k views

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
  • 393