ROLLUPS: Everything you ever wanted to know about data rollups in Salesforce NPSP, with Tom Check!

Feb 27, 6:30 – 7:30 PM (UTC)

Salesforce Nonprofit User Group, St Louis, United States

Please join us for a great learning opportunity with Tom Check who will walk us through all the ins & outs of NPSP Customizable Rollups, Salesforce Rollup Fields, and the Declarative Lookup Rollup Summaries (DLRS) tool!

About this event

Rollup fields are custom fields that display tabulated or calculated information from other related records. If you’re using the Nonprofit Success Pack today, you probably many rollups already like “Last Gift Amount” or “Total Gifts”. But do you know how to modify the way those rollup fields work? What about adding a completely new rollup field? Please join us for a great learning opportunity with Tom Check who will walk us through all the ins & outs of NPSP Customizable Rollups, Salesforce Rollup Fields, and the Declarative Lookup Rollup Summaries (DLRS) tool! Tom is a Triple Star Ranger certified admin, an active contributor to the St. Louis nonprofit community for many years, and is currently working as an Account Manager at ChapterSpot. Come to learn, or bring your questions! This is a virtual meeting but we will be conducting a swag giveaway at the end as well. Hope to see you there!

Speaker

  • Tom Check

    ChapterSpot

    Account Manager

Group Leaders

  • Robert Foley

    The Scholarship Foundation of St. Louis

    Community Group Leader

  • MJ Malik

    Buzzbold

    Community Group Leader

  • Emmy Guthrie

    Center for Courage & Renewal

    Community Group Leader

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