How to Perform a Recalculation

Recalculation Home Page:

How to Create a Recalculation Record:

Click the 'New' button to perform a new recalculation.

Reference: What is Recalculation?

Select the rollup for which you want to perform recalculation.

Note: If no rollups are created, click here to learn how to create a new rollup.

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.

You can add multiple filter conditions and add custom logic to recalculate specific records.

Reference: Filters

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

You can click 'Save' to save the recalculation record, or click 'Save & Run' to save and immediately run the recalculation for the selected rollup.

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