Connect with Ksolves at the Global AI Show Dubai! 16 - 17 Apr 2024 Join Us

Project Name

Effortless Salesforce Data Transformation

Industry
Information Technology
Technology
Salesforce, Apex, LWC

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.

effortless-salesforce-banner-sider

Challenges

Frame 75
  • 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

effortless-salesforce-diagram

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, we’ve integrated valuable features including bulk data updates, scheduled updates, automatic field generation, and conditional data summarization to enhance the process.

Streamline Your Business with Our
Data Streaming Solutions