Review and how to: Declarative Rollup Tool for Salesforce

One of the limitations of Salesforce I often run into is the inability to create rollup summary fields for lookups. If you’ve hit this wall before, you know that you can only create roll up summary fields (rollups) on an object that is the master in a master detail relationship. Some issues (or reasons you don’t want to have a master-detail relationship) with this include (but are not limited to) the limit of 2 master-detail relationship fields per object, and that when you have a master-detail relationship field, it becomes automatically required. Also cascading deletion when you delete master records.

All that said, what if I want to roll up and count the number of Contacts in a Household? (if I haven’t jumped on the bandwagon and upgraded to version 3 that is), or for that matter rollup any related records that are not part of a master detail?

Enter the Declarative Lookup Rollup Summary Tool

I created a short video that demonstrates how this works. In the video I want a field that rolls up the date of the most recent case related to a contact. The contact field on the case record is not a master-detail, just a lookup. Enjoy!