Set Up Salesforce DLRS Activity Rollups
Getting Started with DLRS 1. Install DLRS: Navigate to the Salesforce AppExchange, locate the DLRS package, and install it into your Salesforce org. 2. Configure Rollup Summaries: Access the DLRS configuration page from the Setup menu. Define your rollup summaries by selecting the parent object, child object, relationship criteria, and aggregation type. 3. Monitor and […]