What are customizable rollups?

NPSP customizable rollups give us the ability to adapt out-of-the-box NPSP rollups and create new rollups. As a Salesforce administrator, you are familiar with rollup summary fields that roll up information from related records to another record. More than 80 rollup summary fields come already created in NPSP when you install it. However, each organization has specific metrics and business processes they are trying to measure. Customizable rollups provide a way to create a newly defined rollup field and the filter to use on that rollup field:

Note

There are two types of rollups: aggregate rollups, which sum, average, or count data; and single-result operation rollups, which find a specific record that is the smallest, largest, most recent, or oldest.

Figure 12.1 – The donation information and donation totals fields on a contact page are examples of standard rollup fields.

What do you do when you need a rollup...