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SFDO-Community / declarative-lookup-rollup-summaries

Declarative Lookup Rollup Summaries (DLRS) is a community built and maintained Salesforce application that allows you to create cross object roll-ups declaratively - no code! For install instructions and documentation, visit our website https://sfdo-community-sprints.github.io/DLRS-Documentation/
https://sfdo-community-sprints.github.io/DLRS-Documentation/
BSD 3-Clause "New" or "Revised" License
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Need more FAQs related to Custom MetaData feature #673

Open dwindibank opened 6 years ago

dwindibank commented 6 years ago

Here are some questions I have that I was having a hard time figuring out answers for, and it would be great if there were in the FAQ:

"Should I be using the original DLRSs or the new Custom MetaData version of DLRS"

"How do I move my DLRS to production"

afawcett commented 6 years ago

If you have upgraded from a version before the custom metadata option this can be confusing i agree. New installations via the permission sets shipped do not include the old original DLRS tab. Basically though i recommend the Custom Metadata version of DLRS. This means that you can transfer your rollups from sandbox to production using Change Sets, as well as the apex trigger and apex test generated by the Manage Child Triggers button. For more information you can see this blog https://andyinthecloud.com/2015/12/24/declarative-lookup-rollup-summary-tool-and-custom-metadata/ (listed from the doc section in the README). I will keep this issue open though, since clearly this needs improving! Thanks.

DanDonin commented 5 years ago

I can take ownership of this!

aheber commented 1 year ago

Tooling called out in #271 for a migration tool.

Would be good to make sure our docs provide detailed instructions for manual migration.