From dddc90663e0f0b1beecf086cb23576994277426c Mon Sep 17 00:00:00 2001 From: Shari Carlson <43869072+sharicarlson13@users.noreply.github.com> Date: Sat, 15 Jun 2024 19:12:00 -0500 Subject: [PATCH] Update index.md --- docs/index.md | 12 ++++++++---- 1 file changed, 8 insertions(+), 4 deletions(-) diff --git a/docs/index.md b/docs/index.md index 7e1bc94..cbc7f15 100644 --- a/docs/index.md +++ b/docs/index.md @@ -19,12 +19,16 @@ DLRS is a mechanism for aggregating or summarizing data from child objects and d - **Summaries**: the result of the calculations displayed on the parent records ## What Business Problems Does DLRS Solve? +Declarative Lookup Rollup Summaries allow a much greater range of rollup summary options than exist in the standard “Rollup Summary Fields” (RSFs) or, if you use NPSP, in Customizable Rollups. The business problem solved here is generally the ability to create a key metric or “summary” of a calculated value on a field in your Salesforce instance. -In Salesforce, there are “Rollup Summary Fields” (RSFs) that exist as standard fields in your instance and allow you to calculate metrics on a related list record (child object) and then show that value on the parent object. The business problem solved here is generally the ability to create a key metric or “summary” of a calculated value on a field in your Salesforce instance. Some examples may be Total Closed Won Amount. +Where RSF’s require you to have a Master-Detail (Parent-Child) relationship, DLRS can be used to rollup data between any two objects with a linking record ID. Have a look at the [‘Cookbook’](https://sfdo-community-sprints.github.io/DLRS-Documentation/Cookbook/) for examples of rollups. -There is a limit to how many RSFs that Salesforce permits you to create. With DLRS there is no such limit - you can create as many of them as needed. - -Additionally, the metrics available with RSFs, are limited to sum, minimum value, or maximum value as a calculated metric. There are extended “operations” such as Average, Count Distinct, Concatenate, First and Last that can be performed with DLRS. +Unlike RSFs, there is no limitation on the amount of rollups that Salesforce permits you to create. You can create as many of them as needed. +Additionally, the metrics available with RSFs, are limited to sum, minimum value, or maximum value as a calculated metric. There are extended “operations” that can be performed with DLRS such as: +* Average, +* Count Distinct, +* Concatenate, and +* First and Last. ## Features Summary