DLRS Deep Dive

$150.00

The free tool Declarative Lookup Rollup Summaries (DLRS) is a mouthful, but we can’t manage Salesforce without it. When rollups aren’t an option, DLRS comes to the rescue, letting you aggregate data for better reporting and many other uses besides. This course takes you through the basics of DLRS and walks through some of the most common use cases.

Taught twice per year.

Registration is per PERSON. We limit the number of attendees to ensure we can support every attendee and answer as many questions as possible.

The free tool Declarative Lookup Rollup Summaries (DLRS) is a mouthful, but we can’t manage Salesforce without it. When rollups aren’t an option, DLRS comes to the rescue, letting you aggregate data for better reporting and many other uses besides. This course takes you through the basics of DLRS and walks through some of the most common use cases.

Taught twice per year.

Registration is per PERSON. We limit the number of attendees to ensure we can support every attendee and answer as many questions as possible.

Who should take this course

  • You are a systems administrator of your Salesforce organization, responsible for customizing and managing the technical aspects of Salesforce

What you’ll learn

  • How to install DLRS for the first time

  • When to use DLRS, and what possibilities it offers

  • How to create and manage DLRSs

  • How to delete DLRSs when needed

What to expect from this course

  • Each course is 90 minutes, online, taught by an experienced Salesforce consultant who has hands-on experience managing Salesforce for nonprofits across many organizations

  • You will receive a Zoom link prior to the course you’re registered for

  • You must be a Salesforce Systems Administrator, with the ability to install apps from the AppExchange, to take this course.

  • This is a very hands-on course. You will be working in a sandbox version of your real Salesforce. You will receive instructions prior to the course in how to set up a sandbox.

  • Ideally you will come into this course with real automations you need to create and can make them during the course while getting support. We will provide an example of a common use cases for everything we cover.