Dlrs up

Fondly referred to as “Delores” by Salesforce professionals, the Declarative Lookup Roll-Up Summaries (DLRS) managed package was created by Andrew Fawcett, CTO of FinancialForce.com to make your analytical dreams come true. The package is an open-source community application that is constantly improving with each new release. This powerful tool allows the declarative creation of roll-up summaries between loosely related objects with lookup relationships, rather than the usual requirement of a master-detail relationship to create roll-up summary fields. Salesforce roll-up summary fields allow users to aggregate and summarize data across relationships. In the native version of Salesforce, roll-up summary fields can calculate and display the sum, minimum, maximum, or count of a set of related detail records on a parent record. This can be useful for creating a snapshot of important information, such as total sales or the number of open cases, on a parent account or opportunity record. Roll-up summary fields can only calculate data from child records on the related parent record using master-detail relationships. However, due to several limitations with master-detail relationships, some users will choose to relate objects with a lookup relationship instead. There are several reasons to opt for a lookup relationship rather than master-detail: • Sharing and Security Settings: The child object in a master-detail relationship automatically inherits the sharing and security setting...

Firstly, what’s an approval process? In a nutshell, an approval process automates how your records are approved within Salesforce. For example, let’s assume you have 3 stages of a registration process and at each stage you require certain bits of information from a customer before they are moved onto the next stage of the process. To ensure that your sales reps gather this data before the record moves onto stage two, you could utilise an approval process as a means to to control what records are approved based on certain criteria being met/unmet. Another example, may involve a manager of a company that wants to approve any discount that is over 20% on a certain purchase value. Again, an approval process would be perfect in this situation. Once you have setup your approval process, run your tests and you’re happy with your process, it’s time to utilise Salesforce Change sets to get the approval process you have created in Sandbox over to your live production account. (Note: its best practice to use your sandbox account when testing new processes or applications) How to move an approval process from sandbox to production? 1. Click on your setup 2. In the quick find/ search box type ‘change sets’ 3. Click on ‘Outbound Change Sets’ 4. Click on ‘new’ 5. Give your change set a name and description (e.g. Registration Approval Process) 6. Next click on ‘Add’ under Change Set Components 7. Select ‘Approval Process’ from the component type drop down list. You should then be able to ...

Note: This article was originally published on developer.salesforce.com in May 2014. I’ve recently been asked to share the motivation and vision that emerged around an open source package I’ve been developing over the last year or so. It all started with a bunch of code and an API looking for a problem to solve, to be honest! Here I will take you through the journey that led to the The reality is this gap is being filled through Apex developers writing specific Apex Trigger code for the desired objects and fields utilizing SOQL Aggregate queries (ideally) to grab and recalculate the summarized values as the child records are updated. Then cracking open the same Apex Trigger code to repeat the process for other objects and/or making subsequent changes to the fields or criteria as requirements change. So the traditional approach to this problem carries some overhead in terms of skills and process and does not allow for easy adaption of the implementation once its in place, compared to the way editing a standard roll up summary would declaratively. As I have discovered through FinancialForce.com’s utilization of its So you’re probably wondering at this point, how did I manage to do something declaratively that Salesforce has not done so far for six years? Well first of all, I’d like come clean and say, I doubt that you went through 200+ comments on that idea — all requirements would be possible with this package. However, so far, it’s had a pretty good success rate! So functi...

The Australian and New Zealand dollars were hovering close to their multi-week highs on Wednesday, after slowing U.S. inflation made it all but certain that the Federal Reserve would skip a hike later in the day, sparking a risk-on rally. The Aussie was fetching $0.6776 AUDUSD, after hitting a one-month high of $0.6807 overnight as the U.S. dollar wobbled on the inflation report. That level remained the near-term resistance, while major support lies at the 200-day moving average of $0.6691. The kiwi dollar climbed 0.2% to $0.6164 NZDUSD, after advancing 0.4% overnight to a fresh three-week top of $0.6178. It now has support at the 200-day moving average of $0.6150. The two were also aided by stronger commodity prices, with sentiment improving a little on rising expectations of more policy support from the Chinese government, on top of the policy rate cut on Tuesday, to steady a faltering economy. The much-watched U.S. CPI report overnight showed prices barely rose in May, with just a 0.1% increase from the prior month, a pleasant downside surprise that triggered a rally in U.S. stocks to the highest in 14 months. Traders have firmed up expectations of a rate pause by the Fed to 95% when it concludes a two-day policy meeting on Wednesday, but they are also bracing for the possibility of a hawkish pause, with a 60% probability priced in for a hike in July, according to CME FedWatch Tool. "If we are right about the FOMC sounding modestly dovish tomorrow, AUD/USD may have some...