Are You Setting Up DLRS for Activity Rollups? Here’s What NOT to Do You might know rollups if you use Salesforce to handle your sales or customer support operations. Rollups enable you to summarize data from child records onto parent records. Setting Up DLRS for Activity Rollups can be an excellent tool for obtaining insights into your data, but they can be challenging to set up, particularly for activity rollups. The Declarative Lookup Rollup Summary (DLRS) tool is a popular option for activity rollups, but users make specific mistake problems while configuring it. In this article, we’ll look at what not to do when setting up DLRS for activity rollups and some best practices for ensuring accurate and dependable rollups. Source Common mistakes when setting up DLRS for activity rollups Some of the most common mistakes when you set up DRLS for activity rollups are outlined below: Mistake #1: Not using the correct trigger object One of the most mistake errors when confi...
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