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:
- 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 triggerIf 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)