Show Versions
After every edit operation on rollup, it creates a new version of it, so even if you need a previous Rollup you can access it from there.
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Edit
If the user wants to edit the existing action click on Edit. But a user can edit only the Label, and Description on the first page and add, and remove roll-up types, and custom filters on the next page. However, the user cannot edit the previously defined object path.
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Delete
If the user wants to delete the existing rollup action, click on Delete. This will permanently delete the rollup and its versions.
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Recalculations
Recalculation functionality is used when the user wants to perform a rollup operation on legacy data. After recalculating, the user can see rollup result data populated on all existing records.
If the user needs to calculate the newly created action on the existing records then select the recalculation option and can apply the custom filter to identify which records the user wants to consider for the recalculation operation.
To create a recalculation record for a particular rollup, click on the New button on the recalculation homepage.
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Select the Rollup by clicking on the ‘Rollups’ watermark. Here you can select the rollup on which you want to perform the recalculation action.
Note: Only the active rollups list will be displayed in this field. The label and the name of the recalculation record will be auto-populated as per the name of the selected rollup.
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After selecting the rollup, enter the appropriate batch size to perform the recalculation on existing records.
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Recalculation Home Page:
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How to Create a Recalculation Record:
Click the 'New' button to perform a new recalculation.
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Reference: What is Recalculation? |
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Select the rollup for which you want to perform recalculation. In Rollups Package V3.6 and above, recalculation record will be automatically created after creation of rollup record.
Note: If no rollups are created, click here to learn how to create a new rollup.
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Provide the Batch Size.
Note: The default batch size is 200. Users can change the batch size up to 2000. For more information, please check the Batch Size section in the rollup documentation.
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You can add multiple filter conditions and add custom
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logic to recalculate specific records.
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Reference: Filters |
Here, the user can add the custom filter based on the destination object of the rollup.
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If the user adds multiple filters then we can apply logical conditions to it.
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Finally, the user needs to click on the Save button to save all the details and create a recalculation record.
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Here user can initiate the recalculation process on the selected rollup while saving the record. By clicking on the “Save & Run” button, the recalculation record will be saved and the recalculation process will initiate at the same time.
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Landing Page
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For example, if a user has 100 Account records and user wants to show the recalculation result only on active accounts, he can filter out the records using the custom filter. |
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You can click 'Save' to save the recalculation record, or click 'Save & Run' to save and immediately run the recalculation for the selected rollup.
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Note: After successfully creating a recalculation record, several options will be available. Please check the Recalculation Actions section for more information.
After successful running a recalculation, an email will be sent to your registered email Id, conveying status of Rollup Calculation Process including total number of records, successful as well as failed records.