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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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Clarification Request: How to get DLRS to work in Professional Edition Org? #971

Open jclark-dot-org opened 4 years ago

jclark-dot-org commented 4 years ago

Describe the bug Per the Readme and the Wiki (and this blog post which is linked from the Readme), DLRS can be used in a Professional Edition org by:

  1. Setting the Calculation Mode of a Rollup to "Process Builder"
  2. Calling the apex action dlrs__RollupActionCalculate from a PB on the child object.

However, the option to call apex from a PB appears to be missing in Professional Edition; see screenshot below. This issue was raised in #341 and #478. Both issues are closed, but I do not see a definitive resolution in either ticket, aside from a suggestion to try scheduled calculation.

Can you clarify?

  1. Is it possible to use DLRS in Profession Edition via Process Builder (not scheduled calc)?
  2. If so, how is this accomplished?
  3. If not, can the documentation make this clear?

To Reproduce Steps to reproduce the behavior:

  1. Install DLRS in a Professional Edition org
  2. Create a rollup, set calc mode to "Process Builder"
  3. Try to trigger the rollup from a process builder. Fail to find option to call apex code from PB.

Expected behavior It should be possible to configure DLRS to run in a PE org when a record is inserted or updated (vs via scheduled calc).

Screenshots Screenshot

h4xl3x commented 4 years ago

Hey @jclark-dot-org

I'm stuck at the same stage. Did you manage to do a scheduled calc at least? Can you clarify what these steps are?

Cheers

SaschaLoeffler commented 4 years ago

I tried reading most of the documentation but i was also not able to get this working on a professional edition environment. I mean there are options to run apex from managed packages in professional edition, but the way described here using process builder is not working for me as well.

JimBTek commented 4 years ago

That may not be available in PE orgs anymore it seems. Can someone check if you can invoke apex from an After Save Flow? or Before Delete flow in PE? Process Builder won't recalculate when a record is deleted unfortunately so I'd like to update the wiki to promote Flows instead.