DLRS: The Free Salesforce Rollup Tool That Does What Standard Rollups Can’t

Standard Salesforce rollup summary fields only work on master-detail relationships. For admins who need rollups on lookup relationships, relative date filters, or formula-based rollup logic, the standard toolset falls short – and the paid alternatives add meaningful cost to an org that’s already expensive.

Declarative Lookup Rollup Summaries (DLRS) is a free, open-source tool that closes those gaps. Rollups across lookup relationships, relative date filters like ‘sum of sales in the last 365 days’, and formula fields in rollup logic – all without Apex code and without a paywall. It’s been around long enough to be stable and well-documented.

For Salesforce admins and consultants who are currently limiting their rollup architecture to master-detail relationships or paying for a third-party tool, DLRS is worth knowing about. The setup is straightforward and the capability it adds to a standard org is genuinely useful.

If your Salesforce rollup requirements are running into the limitations of standard rollup fields, book a call here.

You can share this article by using your social accounts:

Related Posts

Leave a Reply

Your email address will not be published. Required fields are marked *

Archives