Questions tagged [rolluphelper]

Appexchange app that allows administrators to define custom rollups with point and click.

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How to stop Rollup Helper from triggering NPSP to rename orgs "Anonymous Household"

A bunch of Organizations (aka Accounts) have been renamed to "Anonymous Household", which we did not want renamed. We have the Nonprofit Success Pack installed, which is known to make this ...
Cartographer7's user avatar
0 votes
1 answer
1k views

Rollup summary field between multiple objects

I have 4 objects: Contact, Attendee, Events, and Event Category. I want to create a rollup field on the Contact object to count total number of Events (where event category = Training) attended by ...
Hari Ha's user avatar
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0 votes
1 answer
2k views

FIELD_CUSTOM_VALIDATION_EXCEPTION, Validation error on Account: Rollup Helper cannot update parent record

My org is seeing this error when we convert leads - We do not have a validation rule on the account that says this. Where does this validation rule live if is not on the account? Does Rollup helper ...
Matthew Metros's user avatar
0 votes
1 answer
669 views

Rollup Opportunity amounts on a Custom object using user account as middle man

I've been on this journey to get a more complex report done, and after trying out various methods (joined reports, custom report types, various rollup apps) I still haven't gotten anything to work. ...
Laureant's user avatar
  • 239
1 vote
1 answer
495 views

Rollup Helper Tool priority

I was wondering if you have a rollup helper tool which is active, and the same rollup summary in an apex trigger which is active, which one would take precedence. If they are both rolling up on the ...
dgelinas21's user avatar
1 vote
1 answer
528 views

Leave balance - formula updates WITHOUT CODE!

I am using the standard user object and a custom object called "leave". The user object has a custom "starting leave balance" field, which is data from our legacy system (lets call this static field). ...
Himanshu Dhungana's user avatar
1 vote
1 answer
3k views

Roll-Up Summary field is not calculating

We have a roll-up summary field on the opportunity to Summarize opportunity line items list price after the discount and it's not calculating automatically until unless we edit and save all line items(...
KrForce's user avatar
  • 446
3 votes
2 answers
933 views

Performing on-demand record updates in real-time, asynchronously

I am trying to understand how the real-time mode of the Rollup Helper app works behind the scenes. I am looking for ways this can be achieved with, not necessarily how the developers built this ...
Mossi's user avatar
  • 3,956
3 votes
2 answers
533 views

STORAGE_LIMIT_EXCEEDED gridlock

So I have a full copy sandbox that is at ~130 % data storage. I can't seem to do anything without getting a STORAGE_LIMIT_EXCEEDED exception. I've tried: Contacting support to see if they could ...
NSjonas's user avatar
  • 10.2k
-2 votes
1 answer
918 views

How do I delete a Rollup custom objects

I would like to know how to delete a Rollup custom field from Salesforce. These fields use the Rollup helper installed package.
user17222's user avatar
2 votes
1 answer
1k views

rollup summary field lookup relationship

I need to create rollup summary type of field on Object A by summing specific field from Object B where Object A is master, Object B is child and there exists a lookup relationship between the two. ...
Walker's user avatar
  • 2,333
2 votes
1 answer
89 views

Rollup Helper - No Percent Support?

Trying to create a new rollup with Rollup Helper and it seems like Percent targets aren't supported. Is that the case?
Ralph Callaway's user avatar
2 votes
1 answer
596 views

Fubar - Rollup Helper Upgrade v6.3.9 - System.TypeException: Invalid conversion from runtime type rhx.RHX_Describe_Helper1 to rh2.PS_DescribeHelper4

Just upgraded rollup helper to v6.39 and now I can't insert/update/delete any standard objects. All the rollup helper tabs produce a similar error. Reaching out to support at passage tech, anyone else ...
Ralph Callaway's user avatar
5 votes
2 answers
4k views

Export/Import/Migrate Rollup Helper Rollups?

Is there a simple way to migrate rollups created with Rollup Helper from one org to another? Working through their documentation, but can't seem to find anything.
Ralph Callaway's user avatar
2 votes
1 answer
1k views

Rollup Helper - Only do rollup for specific record type?

Question Is it possible to use rollup helper to define a rollup that is only calculated for particular record type? Background We're rebuilding a UI for generating a custom object which has ...
Ralph Callaway's user avatar