Several Donor Profile (Rollup) fields are updated only when a Causeview roll-up process is initiated and not when new data is entered. This process ensures server resources are optimized. The rollup calculates values such as Total giving, Date of First Giving..etc.
Heres a summary of these Rollup fields on the Contact/Individual record.
Below outlines the different ways the Rollups are initiated:
- Quick Contact Rollup - Button
- Onetime Full contact Rollup
- Nightly Delta Roll-up on Contacts
- Weekly Full contact rollup: (coming soon)
1. Quick Contact Rollup:
The Quick Contact Rollup button can be used on a Contact to update their rollup data.
When clicking on this button, Causeview will update the current contact and any other contact since the last successful nightly rollup was completed (going back up to one week).
Note: Initiating this process can cause row lock errors on other contacts following a mass data load as you would then expect several contacts would need to be updated. Check status of the job on 'Apex Jobs' to see if the job ran successfully or is expected to take a long duration (see below). Upon clicking the button, users will be returned to the contact page when the job has been submitted and may need to refresh the page to see the updated roll up data.
2. Full Contact Rollup:
You can schedule a full contact rollup following these steps:
- click the "+" tab to see All Tabs
- select 'Causeview Settings'
- select Rollups
- selecting "Schedule Full Contact Rollup" at the bottom right hand corner of the page
If you do this, we recommend scheduling it during after hours. Also, please do not update Record Types For Giving Rollups, as there is currently a known issue regarding this.
You may check the status of the full contact rollup via 'Apex Jobs'.
3. Nightly Delta Roll-up on Contacts:
Causeview runs a delta contact roll-up that only rolls up contacts that have had changes to their Transactions since the last successful run within a few days. This includes edits and new Transactions, Payments, Allocations. If there's a failure, it will run again the next night and pickup the 2 days worth of contacts based on the last successful run. This can go as far back as a week before the last successful run date is dropped from Salesforce logs. At that point, the roll-up with reset to 'yesterday'. This leaves potentially the weeks worth of Contact rollup failures missed. You may check the status of the nightly rollups via 'Apex Jobs', see below for details.
4. Weekly Full contact rollup (In DEVELOPMENT):
An upcoming enhancement will allow a Full Contact Rollup to be scheduled on a desired frequency. This will be scheduled to run weekly on customer orgs (Sunday evenings). Causeview will communicate details as part of upcoming release notes.
Common Causes of Failures for Contact Rollups:
Note, overall roll-ups could fail due to:
- Custom validation rules preventing edits to a contact
- Row locks due to other jobs /processes running at the same time. This can be addressed by rescheduling jobs or re-running the rollup on the contact.
Monitoring Status of Contact Rollups (Apex Jobs):
You may check the status of Causeview Contact rollups by navigating to:
Setup - Search for 'Apex Jobs' - filter 'Apex Class' by 'RollupBatch'.
This will allow you to see the progress of a current rollup as well as success/failures of previous rollups. Salesforce allows you to view a limited historical listing of the past Apex Jobs