Project Name

How Ksolves Simplified Roll-Up Summaries in Salesforce with No Code?

How Ksolves Simplified Roll-Up Summaries in Salesforce with No Code?
Industry
Information Technology
Technology
Salesforce, Apex, LWC

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How Ksolves Simplified Roll-Up Summaries in Salesforce with No Code?
Overview

Our client has developed a cutting-edge Salesforce application that works on boosting efficiency and productivity. They are facing limitations in generating extra roll-up summaries for lookup relationships necessitating the creation of logic through either code or flow but that requires a deployment cycle.

Key Challenges

Our client was struggling with various challenges including:-

  • Salesforce restricts roll-up summary fields to Master-Detail relationships only, preventing users from utilizing this powerful feature for Lookup relationships.
  • Salesforce imposes a strict limit of 25 roll-up summary fields per object, which can quickly become a bottleneck for organizations with complex data relationships and extensive reporting needs.
  • Creating additional roll-up summaries for Lookup relationships requires users to write custom logic through code or flow, introducing complexity and necessitating a deployment cycle, which can be time-consuming and resource-intensive.
Our Solution

We have provided a comprehensive solution to our client that is mentioned below:

  • Our solution facilitates efficient bulk updates of records, ensuring that roll-up summary fields remain current, even with large datasets.
  • Users can schedule updates at convenient intervals, automating the roll-up summary process and reducing manual efforts.
  • We've implemented a feature for automatic field generation, reducing setup time and minimizing manual data entry.
  • Our solution offers the capability to conditionally summarize data, allowing for more precise and tailored roll-up summaries.
  • Users can achieve all of this without the need for any additional code, making the process accessible to a wider range of users within the organization.
Data Flow Diagram
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Conclusion

Our solution offers a straightforward method to establish roll-up summary fields, eliminating the need for users to write any additional code. By making a few simple configurations through the user interface, users can achieve this swiftly. Furthermore, weโ€™ve integrated valuable features including bulk data updates, scheduled updates, automatic field generation, and conditional data summarization to enhance the process.

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