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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Reference: Rollup Versions |
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Recalculations
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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
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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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After selecting the rollup, enter the appropriate batch size to perform the recalculation on existing records.
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.