Rollup Actions

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.

Reference: Rollup Versions

Recalculations

To create a recalculation record for a particular rollup, click on the New button on the recalculation homepage.

Reference: What is Recalculation?

Select the Rollup by clicking on the ‘Rollups’ option. Here you can select the rollup on which you want to perform the recalculation action.

After selecting the rollup, enter the appropriate batch size to perform the recalculation on existing records.

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.

Users can add custom filters to filter out the precise records by clicking on “Add Condition” considering the recalculation action.

Reference: Filters

Here, the user can add the custom filter based on the destination object of the rollup.

If the user adds multiple filters then we can apply logical conditions to it.

Finally, the user needs to click on the Save button to save all the details and create a recalculation record.

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.

Landing Page

After successfully creating a recalculation record, several options will be available. Please check the Recalculation Actions section for more information.