Lock Down DLRS Fields and Make DLRS Play Nicely with Validation Rules
So you have a DLRS field and you don’t want your users to update the field as it should always be controlled by DLRS. This can be taken care of… Read more »
Category: DLRS
Troubleshooting DLRS 101
Hey long time no help. Sorry about that, M&A’s, new jobs, and babies make for quite a hectic time. Enough with that onto the good stuff! Top issues people run… Read more »
Customer Account Health Indicators
One day I was chatting with one of our Customer Success Managers on HOW he does his job of tracking customers to engage with. He told me through many reports… Read more »
Automated Error Alerts and Mass Delete Error Records
I have seen people posting about their scheduled rollups failing and them not finding out about it until later. Well DLRS has this nice section called Lookup Rollup Summary Logs… Read more »
Counting Tasks with DLRS
ObHow many tasks have been done in X time frame is a common ask from marketing or sales. Before it would require a report to answer but now with DLRS… Read more »
How to DLRS
Salesforce is great for making object creation and data collection super easy. One thing it doesn’t make so easy is jumping tables as you MUST use a Master Lookup if… Read more »