Why and when to use DLRS in Salesforce (Declarative Lookup Rollup Summary)

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  • Опубліковано 17 жов 2024
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    Features Summary
    Rollup information between Lookup relationships not previously possible without writing Apex Triggers
    Define rollups using standard UI declaratively, no coding required
    Define filter criteria on rollups for example Rollup Amount on Opportunity onto Account for Closed Won
    Supports Realtime, Scheduled and Developer API modes
    Open source, available in code and managed package form.
    Managed package has passed Salesforce Security Review and is Aloha enabled
    Supports Custom Metadata, rollups can be included in Change Sets and Packages for easier deployment

КОМЕНТАРІ • 1

  • @josueramirez7247
    @josueramirez7247 Рік тому

    There are some limitations of the master-detail relationships that make some people not want to use them. First, it is hard to report on field history tracking for the detail object. Second, the detail records inherit the security of the parent object and lack a Record Owner field.