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[June NPUG] Roll Up ALL THE THINGS

About this event

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).

Speaker


Group Leaders

  • Meera Nilekani

    Meera Nilekani

    PATH

    Leader

  • Natali Terreri

    Natali Terreri

    Common Voyage

    Leader

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