Rollup Actions

Row Actions

After successfully creating a rollup, the following row actions will be available:

Rollup Row Actions

Action Name	Description

Action Name	Description
Show Versions	This option will display a list of versions for your rollup. Reference: Show Versions
Edit	This option will allow you to edit or modify the rollup. Note: Source Object, Destination Object, Label and the hierarchy of objects cannot be modified in the rollup. However, you can make other changes in different versions, such as adjusting filters or changing the source, destination field.
Clone	Creates a duplicate of the current rollup configuration for easy reuse. Reference: Clone Rollup
Publish	Generates a static resource of the rollup, allowing seamless deployment to another Salesforce org, such as from sandbox to production.
Activate/Deactivate	Activate or deactivate the status of a rollup
Delete	Permanently remove the rollup from the list.
Recalculate	The Recalculate functionality allows users to perform a rollup operation on legacy data. This action ensures that historical records are updated with the latest rollup results, providing accurate and consistent data across all records.

Action Name	Description

Action Name	Description
New	This option allows users to create a new rollup
Bulk Publish	Allows users to publish multiple rollups at once. Selected rollups are converted into static resources, ready for deployment to other Salesforce orgs.
Bulk Delete	Enables users to delete multiple rollups in one operation. Selected rollups are permanently removed from the system and cannot be recovered.