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Using Declarative Lookup Rollup Summaries (DLRS) in Salesforce

Declarative Lookup Rollup Summaries (DLRS) is a free, open-source Salesforce tool that allows you to perform roll-up summary calculations on lookup relationships, something standard Salesforce does not support natively.This functionality works great in combination with the Rapidi custom objects ( Posted Sales Invoices, Posted Sales Credit Memos, Customer Ledger Entries, Sales Orders) which are provided as part of the standard integration package. 

Use cases include:

  • Summing revenue from child objects (e.g., Invoices) to parent objects (e.g., Account);
  • Calculating Year-To-Date (YTD) sales;
  • Summing Payments Received per customer.

Installation Instructions:

  1. Go to the Salesforce AppExchange : https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B45gWEAR
  2. Under Installation Options, choose:
    • Managed Package for most users (easy to upgrade and maintain);
  3. Install it in your sandbox first to test;
  4. After installation, you will see a new app: Declarative Lookup Rollup Summaries under App Launcher.

Key Components After Installation:

  • Lookup Rollup Summaries Tab: Define and manage your rollups;
  • Custom Metadata (Setup > Custom Metadata Types > Lookup Rollup Summary): Advanced config view;
  • Schedule Jobs: Configure scheduled or batch rollups.

Example: Rolling up Posted Invoice Totals to Account:

Scenario:

You have a custom object InvoiceHeader__c (posted sales invoices) related to Account via a lookup field Bill_to_Customer__c. You want to:

  • Sum the total amount invoiced in FY 2026 (Apr 2025 - Mar 2026) to AnnualRevenue__c

Step-by-Step Configuration (using Metadata UI):

1. Annual Revenue Rollup

  • Lookup Rollup Summary Name: Annual Revenue Rollup
  • Parent Object: Account
  • Child Object: InvoiceHeader__c
  • Relationship Field: Bill_to_Customer__c
  • Relationship Criteria:
  • Posting_Date__c >= 2025-04-01 AND Posting_Date__c <= 2026-03-31 AND Document_Type__c = 'Invoice'
  • Field to Aggregate: Total_Amount_incl_VAT__c
  • Aggregate Operation: SUM
  • Aggregate Result Field: AnnualRevenue__c
  • Calculation Mode: Scheduled
  • Calculation Sharing Mode: System
  • Active: Checked













Running the Rollups:

  • Go to the DLRS App > Schedule Jobs
  • Click Schedule All to enable background calculation
  • Or click "Full Calculate" to run immediately per rollup

Limitations & Tips:

  • You can't use dynamic TODAY() in filter logic directly. For fiscal year logic, create a formula field like Fiscal_Year__c.
  • If data volume is large, always use Scheduled mode
  • Avoid activating Realtime mode unless trigger management is fully set up


DLRS extends Salesforce with the ability to perform rollups on any relationship. It's essential for integration-heavy orgs, custom ERP syncs, and fiscal reporting where flexibility and filters are key.

With DLRS + simple criteria like Document_Type__c = 'Invoice' and fiscal date filters, you can automate year-based revenue reporting without writing a single line of code.