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Aggregate SOQL Card [Realtime Rollups]
Share results of aggregate queries on home or record pages.
- Requires
- Sales Cloud
- Compatible With
- Experience Cloud
Customizable lightning card to show aggregate query result. Build your own Real-time Stats/Rollups for Business Users over Home OR Record Pages.
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Showing 4 of 4 Reviews
Great for avoiding field-based rollups on objects close to the limit
Our sales team needed a way to see rolled up information on individual records, but we are almost at the limit for the number of fields we can create on certain objects. Having a reusable, "on the fly" way to make summarized data visible on the page allows us to stay under the limit and cut down on some of the CPU processing used by field-based rollups.
It's a good tool but could be better
It was very easy to install and able to get soql query results on the record page. However, it could have been better if we could put the result into a field (e.g. first read the result then add to a field value, etc..)
Needs to support Record Pages
Tested this component. Works well and simple to use on a Home Page. But as it does not work with Record Pages, it is not as useful as one might hope for. Could be used instead of Rollup Helper in some situations where there is not a Master Detail if it can work on the Record Page.
Hi Mike, Thanks for installing the component. This component can be used on record pages as well. What problem did you face while trying to do the same? Assisting over here will help other users as well if they go through the same. Appreciate you providing your experience.
very light weight but productive component
Very light weight but business and user experience focused component. What will be more useful Or innovative is to show record related statistics i.e. Record Related details and highlight them e.g. For Account - top 5 Opportunities more then 100K . Cases in last 7 days. Client rating for last 6 months.
Hi Jayant, Appreciate your views. As of now, this component doesn't support record detail pages. If this happens to be useful for many users I will consider enabling that feature for sure. For Cases created in the last 7 days kind of scenarios following query with date literals can be used while configuring the card (Provided the record count doesn't exceed 50,000 standard aggregate query limits): SELECT Count(ID) From Case WHERE CreatedDate > LAST_WEEK
Hi Melanie, Thank you for writing down your valuable experience.