A Self-Adaptive #Trigger is configured on Account (before update) to perform in-memory rollup calculations on save using AGG functions. When Accounts are blank-updated, or related child records are inserted, updated, deleted, or undeleted, the rollups recompute and stay current automatically.
Overview
General Use Case
Use a Self-Adaptive #Trigger (before insert, before update) to perform in-memory field calculations with DSP’s bulk-safe transformations—including roll-up summaries and other logic such as conditional assignment rules, derived fields, normalization, and defaulting—so values are computed automatically on record save.
Video Demo
Prerequisites
Required Custom Fields
Account.NumberOfCases__cNumber(18, 0)Account.NumberOfCasesOpen__cNumber(18, 0)Account.NumberOfContacts__cNumber(18, 0)Account.NumberOfOpportunitiesOpen__cNumber(18, 0)Account.NumberOfOpportunitiesWonThisYear__cNumber(18, 0)Account.TotalOpportunityAmountOpen__cCurrency(16, 2)Account.TotalOpportunityAmountWonThisYear__cCurrency(16, 2)Account.MaxOpportunitiesAmountOpen__cCurrency(16, 2)Downloadable Executables
Account.SelfAdaptive.RollupsWalkthrough
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Pipeline - Account Triggers
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New Executable - Account.SelfAdaptive.Rollups
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Trigger Settings
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Mapping
