Packaged Release History

You can install a packaged version of the tool into your production org (sandbox testing as always recommended).


Latest Release Version 2.17

Install DLRS 2.17 into your production, sandbox, or scratch org via Salesforce.org MetaDeploy.



Version 2.16

Install DLRS 2.16 into your production, sandbox, or scratch org via Salesforce.org MetaDeploy.

  • Internal release



Release Version 2.15

Install DLRS 2.15 into your production, sandbox, or scratch org via Salesforce.org MetaDeploy.



Version 2.14

Package Production URL, Sandbox URL

  • Enhancement - Moved to API 51.0



Release Version 2.13

Package Production URL, Sandbox URL

  • Enhancement - Moved to API 50.0
  • Enhancement - Fixed Remote Site would incorrectly show as created and enhanced the whole Welcome tab
  • Enhancement - Added new Wiki page, linked from Welcome tab relating to various requirements and gotcha’s on Metadata API connection issues
  • Bug - Optimizer tab would not show correctly if the user was not an Admin - now works for any user so long as they are assigned the Lookup Rollup Summary Configure permission set.



Release Version 2.12

Package Production URL, Sandbox URL

Also see Declarative Rollup Summary Tool Update for v2.12.



Release Version 2.11.1

Package Production URL, Sandbox URL

IMPORTANT NOTE: The Cases DLRS Trigger will fail in Summer ‘19 if you do not upgrade to 2.11.1 until the related known issue is fixed by Salesforce. This only impacts users with the Case object DLRS Child Trigger created and active.



Release Version 2.11

Package Production URL, Sandbox URL



Release Version 2.10

Package Production URL, Sandbox URL

UPGRADE NOTE: If you access the Rollup definitions via the standard Salesforce Custom Metadata UI under the Setup menu. Make sure to remove ‘Test Code (Deprecated)’ (small one) from the layout and add the new ‘Test Code’ field (large one). If you only ever use the Manage Rollup Summaries tab you do not need to worry about this. Also note that any test code placed in the original smaller field will be automatically migrated to the new field on next edit (via Manage Rollup Summaries tab).



Release Version 2.9

Package Production URL, Sandbox URL

IMPORTANT NOTES:

  • Please check your Rollup Calculate Job records and if needed (no jobs are actually running) delete them.
  • There is a new Delete Log button on the Summary Logs List View layout please add it



Release Version 2.8

Package Production URL, Sandbox URL

IMPORTANT NOTE: Please check your Rollup Calculate Job records and if needed delete them.



Release Version 2.7

Package Production URL, Sandbox URL



Release Version 2.6

Package Production URL, Sandbox URL



Release Version 2.5

Package Production URL, Sandbox URL



Release Version 2.4.2

Package Production URL, Sandbox URL



Release Version 2.4.1

Package Production URL, Sandbox URL

Documentation: See Declarative Rollup Tool Summer (2016) Release



Version 2.3

Package Production URL, Sandbox URL



Version 2.2

Package Production URL, Sandbox URL



Version 2.1

Package Production URL, Sandbox URL



Version 2.0

Package Production URL, Sandbox URL

UPGRADE NOTE: There is a new Manage Lookup Rollup Summaries tab to support Custom Metadata support.

Known Current Limitations of Custom Metadata Support

  • Ability to override the generated Apex Test code is not supported (due to platform restriction)
  • Aesthetic case adjustment for object field API names will not be performed, e.g. account would not change to Account
  • When you Undeploy via Manage Child Triggers button, Active Custom Metadata based rollups are not automatically deactivated, please deactivate manually via un-ticking the Active checkbox.
  • Advanced Rollup UI is not currently available, this will be integrated at a later date
  • Description field is limited to only 255 characters (due to platform restriction)
  • List View support is available under Setup, Custom Metadata Types, Manage Records but does not invoke the new UI for editing



Version 1.25

Package Production URL, Sandbox URL

UPDATE NOTE: There is a new Schedule Calculate button to add to the object Layout, see screenshots below.

New Calc Screen Button

This will show the following UI related to the enhancement above.

New Calc Screen



Version 1.24

Package Production URL, Sandbox URL

IMPORTANT NOTE: This release improves the query optimisation within the tool when there are multiple rollups. There is also a small change in behaviour from previous releases, relating to default ordering. If you have been using concat, first or last operations and have not specified explicit order by on the rollup, you must do from now on, it no longer defaults to the field to rollup. In prior releases the behaviour of this operation may or may not have been consistently working as expected, depending on the existence of one or more rollups.



Version 1.23

Package Production URL, Sandbox URL



Version 1.22

Package Production URL, Sandbox URL

If you are upgrading, you will need to make the following changes to the Layout.

  • Add Test Code See All Data field to the layout



Version 1.21

Package Production URL, Sandbox URL

If you are upgrading, you will need to make the following changes to the Layout.

  • Add Test Code field to the layout



Version 1.20

Package Production URL, Sandbox URL

If you are upgrading, you will need to make the following changes to the Layout.

  • Add Calculation Sharing Mode field to the layout

Calculation Sharing Mode



Version 1.19

Package Production URL, Sandbox URL



Version 1.18

Read more about this releae here.

Package Production URL, Sandbox URL

If you are upgrading, you will need to make the following changes to the Layout and Picklists.

  • Add Lookup Rollup Summary Unique Name, Concatenate Delimiter, Field to Order By fields to the layout
  • Add Count Distinct, Concatenate, Concatenate Distinct, First and Last picklist items to Aggregate Operation
  • Add Process Builder picklist item to Calculation Mode



Version 1.17

Package Production URL, Sandbox URL



Version 1.16

Package Production URL, Sandbox URL



Version 1.15

Package Production URL, Sandbox URL



Version 1.14

Package Production URL, Sandbox URL



Version 1.13

Package Production URL, Sandbox URL



Version 1.12

Package Production URL, Sandbox URL

KNOWN ISSUE: Apex Error Query Exception, please use version v1.11 below if you encounter this issue.

  • Fix for Currency Conversion?, special thanks to Anthony Heber for submitting the enhancement to LREngine to fix this. The result of the child aggregation is converted to the parent record currency if the child field being aggregated is a Currency type and the org is using Multi-Currency. Note currently dated exchanged rates (available through Advanced Mulit-Currency) are currently not supported.



Version 1.11

Package Production URL, Sandbox URL



Version 1.10

Package Production URL, Sandbox URL



Version 1.9 - Community Powered!

Read more about this release here

Package Production URL, Sandbox URL

KNOWN INSTALL ISSUE There appears to be an install issue identified when installing into orgs without Ideas installed for v1.9, if you encourter this enable Ideas if you can, otherwise use v1.7 until the issue is resolved.



Version 1.8

Not released



Version 1.7

Package Production URL, Sandbox URL

  • Fix for Issue 14, relating to null pointer exception



Version 1.6 - Spring’14 Release - 9th February 2014

Package Production URL, Sandbox URL

  • Enhancements to support Schedule mode, Calculate historic records, Developer API and more, see here.
  • Fix for Issue 10
  • Fix for Issue 11



Version 1.5

Package Production URL, Sandbox URL

  • Fix for Issue 7 and Issue 8, relating to failure to report test execution errors in production org.



Version 1.4

  • Fix for Issue 3, relating to issue when deleting last child record not updating rollup fields to 0.



Version 1.3

  • Fix for Issue 2, relating to error ‘purgeOnDelete option can only be used on a non-active org’



Version 1.2

  • Support for Realtime calculations
  • Validation of valid fields and field types on Declarative Rollup definition fields
  • Optimisation during update of child records to only apply rollup when field to aggregate changes
  • More extensive unit tests, also those around use of limits such as queries, rows etc.

Upload Review Passed



Version Beta 6

  • Support for Realtime calculations
  • Limited validation on Declarative Rollup definition fields
  • Limited testing on multiple lookups
  • Fixed issue with multiple lookups

Back to top

Declarative Lookup Roll-Up Summaries is a tool built and maintained by a community of volunteers through the Open Source Commons program. This is not a Salesforce-owned product. If you need support, go to the Trailblazer Community Group.