Rollup summaries

Using Roll-Up Summaries in PDF Butler #

Salesforce Roll-Up Summary fields are a powerful feature for aggregating data from related child records. However, they also come with some limitations:

• They require a Master-Detail relationship.
• There is a limit on the number of Roll-Up Summary fields that can be created.
• They must be maintained as part of your Salesforce data model.
• They may have a performance impact on your Salesforce org.
• They cannot always be used when relationships are based on lookups or more complex data structures.

PDF Butler provides an alternative by allowing you to create Roll-Up Summaries directly within your document configuration, without modifying your Salesforce schema.

Watch the video tutorial or review the related documentation to implementing this feature.

Setting Up #

This example uses the same nested Data Source configuration created in the Nested Data Sources tutorial.

1. Load your existing DataSources to Doc Config in PDF Butler.
   A parent table displaying Cars.
   A nested table displaying the related Options.
   
2. In the parent Doc Config editor, click: Roll-Up Summary
   Only child Data Sources of the current parent Data Source are available for selection.
   
   
3. Select the child Data Source you want to aggregate.
   Example:Nested Options
4. Choose the type of calculation you want to perform.
   For this example, select:Sum
5. Choose the numeric field that should be aggregated.
   Example:Quantity
   Text fields cannot be used in Roll-Up Summaries.
6. Once configured, save the Roll-Up Summary.
   
7. Create a Config Type
8. Select the Roll-Up Summary Field
9. Save the Config Type.
   
10. Generate the Document