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James Simone edited this page Sep 20, 2021 · 12 revisions

Welcome to the Apex Rollup wiki!

When using apex-rollup, there's a lot of information in the Readme to go through. To that end, I'm starting to flesh out in more detail (and with more images) the three primary ways to interact with Rollup in an org here:

  • through Invocable Actions
    • by using the Perform rollup on records "base" action
    • by using the Perform Rollup__mdt-based rollup action
    • by using the Process Deferred Rollups action (the "base" action is only deferred when you opt into deferral as an optional argument on the Invocable Action; the Rollup__mdt-based action is deferred by default)
  • through Apex
  • through Flexipages
    • through the Recalculate Rollup tab and application
    • through a parent-level record by adding the Recalc Rollups Button custom component to a record flexipage

By far the most common issue I hear people having when setting apex-rollup up is forgetting to enable the Rollup Settings Org Wide Default. Don't forget this step!