Installation

Install the latest version (2.22) of DLRS into your production, sandbox, or scratch org via:

Salesforce.org MetaDeploy

(See below for instructions for installing in professional edition (PE))

Installed Components, including two permission sets that can be used to give access Installed Components

Permissions

Consider User Types

Before selecting what users you want to install for, consider the types of users you will have in DLRS:

  1. Admin
    • Can configure, activate and deploy rollups
    • Needs full read/write access to all objects in the package
  2. User
    • Indirectly invokes the rollups
    • Need read access to all objects

Selecting Users to “Install for”

In the installation process, when selecting what users to install for, you have 2 options:

  • Install the package for Admins only and then complete the “Assigning Permission Set” section below to open up permissions for users/profiles who need to access to edit and/or run rollups
    OR
  • Install for all users (no additional steps needed, however all users will have full access to all dlrs objects)

Install for Admins

Assigning Permission Set

  • In Setup, search for “Permission Set” in QuickFind
  • Once in the Permission Set area, click on the Lookup Rollup Summaries - Process Rollups
  • In the permission set, click on Manage Assignments button.

  • From the page that is displayed you can create a List View to filter for the users you want, tick them and click Add Assignments. Process Rollups Permission Set

  • As needed, update Profiles by giving Read access to the following objects, Lookup Rollup Summaries, Lookup Rollup Summary Logs and Lookup Rollup Summary Schedule Items.

Additional Resources

Professional Edition

Use the links below to install into a Professional Edition of Salesforce:

Sandbox & Scratch Orgs:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5p000001E8vdAAC

Production & Developer Edition Orgs:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5p000001E8vdAAC

Note: Only the Invocable by Automation (labeled “Process Builder” in versions prior to 2.21) calculation mode is compatible with the Professional Edition because of the use of Apex Triggers in all other calculation modes.

Invocable by automation screenshot

See additional Consideration for Installed in Professional Edition on the Implementation Considerations Page.

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Declarative Lookup Roll-Up Summaries is a tool built and maintained by a community of volunteers through the Open Source Commons program. This is not a Salesforce-owned product. If you need support, go to the Trailblazer Community Group.

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