Roll-up Summaries let you automatically gather and summarize data across child records (think Donations or Ticket Orders) and display the result on a parent record (for example, an Account). They are a key tool for reports - as well as on page layouts - to show totals (like gifts or orders over a year or a lifetime), as well as the last or first date when a patron engaged with your organization.

Join us and our superstar partners at Data Geeks Lab as we explore three different ways to leverage Roll-up Summaries, including what comes built-in with PatronManager, the Salesforce Roll-Up Summary Field Type, and the (free) Declarative Lookup Rollup Summaries App.

You'll come away with actionable tools to help in your year-end calculations, plus lots of ideas for other ways to use this powerful feature!

Recorded November 7, 2024