Explore apps for invoice automationIntegrate CRM with CLM solutions
Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Declarative Lookup Rollup Summaries (DLRS)
Interface to rollup data between records where Salesforce can’t natively.
- Industries
- Horizontal Product
- Business Need
- Admin & Developer ToolsDashboards & ReportsData Visualization
- Requires
- None
- Compatible With
- Sales CloudNonprofit SolutionsEducation Cloud
Keep Salesforce parent records up to date with totals and summaries. DLRS offers more flexibility than standard rollups, supports standard and custom lookup relationships, and helps surface key insights by keeping data automatically summarized.
Rating
Reputation
MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 10 of 49 Reviews
I want to give it a higher review, 'cause I used it before
But this time, it is so hard to install it. The latest error I got is: error=OAUTH_APP_BLOCKED&error_description=this+app+is+blocked+by+admin. I just can't figure out how to get over this error. OK, I was finally able to get it installed. It has a lot to do with the tightened AppExchange package security. I am revising this to a 5-start review. Thanks!
Hi Ray, have you posted in the support group in the Trailblazer community? This sounds like an issue where the settings in your Salesforce org prevent the app from being installed (and have nothing to do with the app itself), however people in the support group can likely help you resolve it. Group: https://trailhead.salesforce.com/trailblazer-community/groups/0F9300000009O5pCAE?tab=discussion&sort=LAST_MODIFIED_DATE_DESC
Our most helpful SFLabs package
It boggles my mind that this functionality isn't already integrated into SFDC, but I am so happy that the Labs team built this. Our business could not run nearly as efficiently without it.
We are getting error in batch job
We are getting Too many query rows: 50001 errors in batch job dlrs.RollupCalculateJob
API version less thna 3
Hi, I have been using your product for a long time, but Salesforce requires you to update your API version to 3 or higher. Can you please take care of it?
Hi Sarika, glad you've been using the product for a long time! the last version, V2.23 included an upgrade to API version 63.0 (Spring '25), so it sounds like you need to update the package version in your org. Here are the lastest release notes, which includes a link to upgrage: https://sfdo-community-sprints.github.io/DLRS-Documentation/ReleaseNotes/#current-release-notes Also, in future I'd recommend posing any support questions in the team's channel on the Trailblazer Community rather than as a review on this listing: https://trailhead.salesforce.com/trailblazer-community/groups/0F9300000009O5pCAE?tab=discussion&sort=LAST_MODIFIED_DATE_DESC
This is an awesome tool to use!
I have a question. Does this ever have a limit of the number of child records like hitting the 50001 error limit?
Hi Bivush, the volunteers who maintain this team have a support group in the Trailblazer Community. Can you post your question there instead of this review page? Thank you! https://trailhead.salesforce.com/trailblazer-community/groups/0F9300000009O5pCAE?tab=discussion&sort=LAST_MODIFIED_DATE_DESC
Error in Process
Hi I have an error in process. I need someone from the technical team to help figure it out. can someone reach out? sfadmin@helendorongroup.com thanks
Hi Eli, this is a review page on the AppExchange, not a support forum. You can review the questions/answers in the support group on the Trailblazer Community (Link: https://trailhead.salesforce.com/trailblazer-community/groups/0F9300000009O5pCAE) and post if you can't find a resolution. :)
How can I upgrade the version that I have?
I currently use version 1.22 and would like to upgrade
Yuval, thanks for the five star rating! To get the latest version you can click the Get It Now button at the top of this listing, which will point you to our installer page: https://install.salesforce.org/products/dlrs/latest. You can follow the prompts to install/upgrade the version currently in your Salesforce org. If you have any issues or further questions/requests for assistance, please post in the Trailblazer Group help channel: https://trailhead.salesforce.com/trailblazer-community/groups/0F9300000009O5pCAE?tab=discussion
Question please
Does this allow roll up of task object as well??
Game changer
This is so powerful and without question absolutely essential. Be careful in high volume or very complex orgs as any point & click solution will introduce overhead, and salesforce makes controlling order of execution challenging at best. But I cannot recommend this app highly enough! And follow Andy's blog, he is a smart cookie indeed!
Great Tool
Great tool that is easy to use - Delivers what it promises!
The Meta Deploy connected app needs to be installed and configured for my profile, then I had to add the IP to the Login IP Range. Afterwards, it was back to the normal process that I was familiar with. Thanks!