Jun 16, 2020, 10:30 – 11:30 PM (UTC)
Salesforce Nonprofit User Group, Seattle, United States
Rolling up data from related records makes reporting easier and users happy, but there is a wide array of roll-up tools available. Come learn the differences between standard roll-ups, NPSP custom roll-ups, and the free 3rd party tool Declarative Lookup Roll-up Summaries (DLRS). This month Jon Sayer (YES! Magazine) presents on how each works, and when each might be most appropriate.
Rolling up data from related records makes reporting easier and users happy, but there is a wide array of roll-up tools available to nonprofit admins that all work in slightly different ways. Learn a bit about how Salesforce works under the hood and how that impacts your choice of tools. We will learn how to use and explain the differences between standard rollups, NPSP custom rollups, and the free 3rd party tool Declarative Lookup Rollup Summaries (DLRS).
YES! Magazine
Common Voyage
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