Declarative Roll up Summary – How does it work when filter criteria changes

cpqdlrsroll-up-summary

I am using the declarative roll up summary tool to create a lookup on Account object to sum over all net prices of Subscriptions using a filter criteria as Active Contract = 1(1,0).

Parent Object : Account
Child Object : SBQQ_Subscriptions(Lookup to Account)
Aggregation Field : NetPrice
Aggregation Factor : Sum

I was able to implement using the tool and it works great. It also re-calculated for existing Accounts in the sandbox

Question:

  1. What happens when for one of the Accounts the Contract becomes inactive? in that case the Sum field needs to be re-calculated for the account? Will this happen automatically or do we have to schedule this job end of day daily for re-calculation?

Best Answer

So

If using DLRS in real-time mode, it requires a DML event on the child object (SBQQ_Subscriptions) to cause any recalculation to occur. Under the covers, real-time DLRS is simply a trigger

If using DLRS in scheduled mode, then it will recalculate by running a batch job across all children

Details about scheduled mode (which can be used with realtime)

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