Roll-up Summary Field Processing

Owned by Aaron Culliney
Last updated: Apr 21, 2023 by Carla Locke
1 min read

Pulsar has the ability to calculate roll-up summary fields while offline.

You will need to have a minimum release of 2.3.x of the PulsarSettings AppExchange package.

Pulsar Settings Configuration

  • Follow the pre-processing steps on the Pulsar Settings Manager tab.

  • Create a Pulsar Setting with key pulsar.rollup.enableRollUpSummaryFields and value set to TRUE

  • Due to processing constraints in mobile offline environments, by default Pulsar will perform roll-up calculations for 2 parent (master) generations.  In other words, if a child record is Created/Updated/Deleted, then roll-up summaries are recalculated for the immediate parent (master) records and the grandparent (master master) records.  If you wish to change this limit, create a Pulsar Setting with key pulsar.rollup.rollupParentLimit and value set to an integer number > 0. 

Warning: Setting this to a large integer may significantly impact performance of Pulsar mobile app when saving records!

Limitations of offline Roll-up Summary Field processing

  • Validation rules on master objects are not triggered when performing roll-up calculations.

  • There is no way to perform a mass recalculation of roll-up summary values in Pulsar.  Despite this, Pulsar will pick up new values from a mass recalculation initiated on SFDC servers during the next catch-up sync.