Committee: UX and UI - SFDO-Community/declarative-lookup-rollup-summaries GitHub Wiki

Under Construction

Introduction

The goal of this group is to improve the user experience and user interface of the open source Declarative Lookup Rollup Summaries tool.

Community Feedback

Use Cases

  • Counting
  • Monitoring
  • Complex rollups and aggregation
  • Attendance
  • "Most recent record"

Positives

  • Free
  • Flexibility, can roll up any object with lookup relationships
  • Can be deployed by change sets
  • Easy-to-use
  • Writes test classes
  • Concatenates fields
  • Fills functionality gap of Salesforce (including rollup fields and NPSP)
  • Relative date filters ("THIS MONTH")

Problems

  • Run into Apex limits
  • Hard to write SOQL
  • Sometimes doesn't work well with formula fields
  • Hard to install
  • Sometimes doesn't play nice with NPSP
  • Learning curve
  • Hard to know when new version is out

Potential Improvements

  • Add Clone button to Manage Lookup Rollup Summaries (MLRS) page
  • Make errors and logs more user friendly
  • Add help text in Lightning (MLRS)
  • Describe run modes more thoroughly (MLRS)
  • Possibly create a wizard with validations when deploying (MLRS)
  • Ability to sort DLRS's by something other than API name on (MLRS)
  • Way to chain transactions together
  • Add SOQL wizard (MLRS)
  • Add picker that populates API names (MLRS)

Meeting Log

October 25 2021

Notes

During the virtual sprint last week, we had a focus group on UX/UI and also conducted a general DLRS survey.

The survey time frame will last until October 31st 2021.

Today, Vicki and Melanie met with Cori to discuss next steps.

Next Steps

  • We are recruiting participants from the survey who expressed interest. We are leaning towards finding participants for UX/UI but also helping to recruit for other areas such as development and marketing.
  • Attend developer office hour to start prioritizing functionality.

Team

  • Melanie
  • Vicki
  • David

Misc. Notes

  • Cori has offered help with UX/UI wireframing from the Salesforce team (pro bono support).

Resources

Survey - October 2021

Sprint - October 2021