How to Perform a Recalculation?

Recalculation Home Page:

Open

Recalculation Home Page

How to Create a Recalculation Record:

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

Open

Create New Recalculation Record

2. 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.

3. Provide the Batch Size.

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

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

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

7. 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.