Declarative Lookup Rollup Summaries (DLRS) :Optimize Data with Twopir Consulting

Twopir has successfully implemented Declarative Lookup Rollup Summaries (DLRS) on the Salesforce Platform. DLRS provides multiple functionality and best features that can be used by organizations according to their needs.

• The Declarative Lookup Rollup Summaries (DLRS) tool allows you to do things that are impossible to do with standard rollup summary fields.
• The standard rollup fields work only on Master-Details relations and cannot really handle any time-based calculations, but DLRS can handle any type of relations.
• You don’t have to write any code for the implementation.
• DLRS can run on schedule which means time-based calculations are possible, and can also roll up text fields.
  
  

Key Features of Declarative Lookup Rollup Summaries

DLRS is designed to empower administrators with a wide array of powerful features, making it easy to set up, maintain, and adjust rollup summaries:

• Supports Lookup Relationships: DLRS allows rollup summaries on lookup relationships, unlike Salesforce’s native rollup functionality, which only supports master-detail relationships.
• Customizable Calculation Modes: Choose from calculation modes such as real-time, scheduled, or manual, depending on your business requirements.
• Field-Level Flexibility: Define the rollup calculations using fields like SUM, COUNT, MIN, MAX, and more, across different object relationships.
• Error Logging and Notifications: Automatically log errors or setup notifications to ensure that all rollups are completed as expected.
• Advanced Filtering Options: Use SOQL queries to set precise filter criteria, ensuring only relevant records are included in each summary.
• Supports Aggregation on Related Objects: Summarize data from related objects, helping you maintain cleaner data across your Salesforce environment.
• Batch Processing and Scheduled Jobs: For large datasets, DLRS can schedule jobs to ensure consistent rollup results without impacting performance.

WHEN AND WHY TO USE DLRS :

• Salesforce has already Rollup Fields but it has some limitations specifically the inability to do rollup summaries between lookup relationships. This is possible between master detail relationships using the declarative mode of Force.com, but not between lookup relationships.
• In such a situation, Declarative Lookup Rollup Summaries come into the scenario which not only do roll-ups on lookups but also can be used to perform more advanced calculations on master-detail relationships than the standard rollup summary fields.

SCHEDULING OPTIONS SUPPORTED BY DLRS :

• Schedule calculation mode, if you don’t need real-time updates of your rollups, a schedule job will periodically update them for you. This calculation mode does not even require a trigger to be deployed.
• Calculate button, if you add a rollup for existing child records or make some changes, this button will bring your rollup values up to date on the parent objects.
• API, by providing an API, then developers who may already be writing triggers on the related objects, can call out to the engine and still leave the admin the ability to configure the rollups declaratively.
• Further robustness improvements, and better run-time checking of fields defined on the rollup definition (in the case where these get renamed or deleted after the rollup was defined).

How Twopir Consulting Can Help: 

At Twopir Consulting, we help you harness the power of DLRS for efficient and accurate data summarization. Our team provides end-to-end support, including:

• Custom Configuration and Setup: We tailor DLRS settings to align with your specific business requirements, from defining rollup summaries to setting up calculation modes.
• Strategic Integration: Our team identifies high-impact areas where DLRS can provide critical insights, integrating it with other Salesforce processes for greater operational value.
• Training and Enablement: We empower your administrators and users with the know-how to manage and expand DLRS functionality on their own.
• Ongoing Support: As your needs evolve, our team remains available to assist with DLRS adjustments, troubleshooting, and optimization for long-term success.

Results You Can Expect: 

Implementing DLRS with Twopir Consulting brings measurable improvements across your organization:

• Enhanced Data Visibility: Access consolidated data points across related records, enabling faster and more informed decision-making.
• Improved Operational Efficiency: Automate manual calculations, freeing up your teams to focus on high-value tasks.
• Accurate Reporting: Rely on real-time rollup summaries for accurate data insights across your entire organization.
• Greater Flexibility and Scalability: DLRS allows you to continuously adapt to changing data needs without custom development, providing a scalable solution for growing businesses.
• Optimized Workflows: Integrate DLRS rollups with other automation tools in Salesforce, streamlining processes for greater efficiency.
  
  

Conclusion: 

Declarative Lookup Rollup Summaries unlocks powerful data aggregation capabilities in Salesforce, allowing you to create rollup summaries without the need for custom development. At Twopir Consulting, we are committed to helping you implement and optimize DLRS, so you can leverage meaningful data insights while reducing manual effort.

Ready to transform your data management with DLRS? Contact Twopir Consulting today to get started on building smarter, code-free data summaries for your Salesforce ecosystem.

For assistance with Salesforce and Declarative Lookup Rollup Summaries (DLRS) tool, please contact us directly by completing the form below.