6

Export and import is supported User Interface Approach Generate CSV Login to your source organization, click the Export Rollups tab. Select the rollups you would like to export, click the Export button. Click the Download button, this will create a rollups.csv file. Import CSV Login to your target organization Go to Setup -> Data Management -> ...


5

FIELD_CUSTOM_VALIDATION_EXCEPTION is an error message that indicates that a record had a custom error during processing. This can be either a validation rule or, in this case, an Apex Trigger. To resolve the problem, find the # Accounts Picked Up This Week field on the User object, and increase the size from 2 to a larger value. In the future, remember that ...


5

Ralph you are correct, As of right now percent fields are not supported as a target field for a rollup in Rollup Helper. We have added this feature to our backlog items and will work towards implementing this into our App.


4

Rollup helper tool generates a Trigger, and I assume you also have your logic in a separate trigger. Quoting from documentation: The order of execution isn’t guaranteed when having multiple triggers for the same object due to the same event. For example, if you have two before insert triggers for Case, and a new Case record is inserted that fires the two ...


4

You can enable object truncation for custom objects and just truncate your largest objects. Thus bypasses triggers and so on. You may want back up whatever ia in the table first, if you care about the data. Alternatively, just uninstall any offending packages that use too much space or that is causing failures, then perform your mad deletes.


3

Asynchronous code will run in real time if the resources are available. For small processes in orgs that are not terribly busy write-wise, you may actually experience real-time performance for most edits. Once you start moving more data, it gets less real-time. For the day-to-day, "edit a record and be done with it" type orgs, asynchronous code will probably ...


3

There was an issue mismatch between the Rollup Helper core (rh2) and Rollup Helper Realtime (rhx) packages. Support provided the following links for installing the latest versions of both packages. Rollup Helper Core (rh2) Production Production Pre Sandbox Sandbox Pre Rollup Helper Realtime (rhx) Redacted (contact support)


2

It's a hack, but ended up creating a new target for the rollup, then used workflow to copy it over to the desired target for just the record type I cared about. Yay field bloat!


2

You have a few options here. As @Nick Cook mentioned in a comment, you could change the relationship to Master-Detail but this could cause a lot of work as all the reports on that field would have to be recreated. If you decide you want to leave it as a lookup relationship, you have two basic options to create the rollup yourself. You can try to find an ...


1

The standard rollup fields work only with Master-Detail relationships - e.g. you could have a rollup field on your Event object summing up Attendee records for instance. In your case I would probably look at using a Flow if you want a declarative approach (record triggered flow upon creation of Attendee record). If you're happy writing apex then a trigger on ...


1

There's no way you're going to configure a report like this. It might have been possible if you'd started off with orders, opportunities, and forecasting, but definitely not with custom objects involved. Instead, you need a summary object. This object would have the fields for Sales Rep (lookup user), External Id (text, 128 characters), Actual Amount, ...


1

I think that the Declarative Rollup Summaries package by Andrew Fawcett would probably provide what you need as it is purely declarative and is a well tried tool now. It is also available on github as well. Andrew has put out quite a lot of blog posts describing it and how it has evolved over time. Intial description is in this one. The tool revolves ...


1

Are any icons displayed near the field such as an hourglass? According to the Salesforce documentation: If you have created a roll-up summary field and it continues to display the spinning hour-glass icon, you may have advanced currency management enabled and be summarizing a currency field on the opportunity object. ... If you had set up any currency-...


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