Contact Rollups:
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
Summary of Contact Rollup Fields:
| Field Name | Description |
| Total Soft Credits |
Sum of all soft credits (amount of credit assigned for a donation made by another constituent) in a lifetime |
| Total Lifetime Giving |
Sum of all approved Total Gift Amounts in a lifetime |
| Total Lifetime Fundraising |
Total Soft Credits + Total Lifetime Giving |
| Quantity of Lifetime Gifts |
Count of all approved gifts in a lifetime |
| Quantity of Lifetime Transactions |
Count of all approved transactions in a lifetime regardless of Transaction record type (e.g. Event Registration) |
| Last Gift Amount |
The latest approved Total Gift Amount |
| Largest Gift |
The largest approved Total Gift Amount |
| Average Gift |
Average of all approved Total Gift Amounts |
| First Time Donor |
Donor with only one approved gift will have this checkbox checked |
| Date of First Gift |
Date of the first approved gift |
| Date of Last Gift |
Date of latest approved gift |
| Days Since Last Gift |
Number of days since last approved gift date |
| Consecutive Years of Giving |
Number of consecutive calendar years with at least one approved gifts in the calendar year |
|
Consecutive Years of Transactions |
Number of consecutive calendar years with at least one approved transaction in the calendar year regardless of record type (e.g. Event Registration) |
|
Date of First Transaction |
Date of first approved transaction regardless of Transaction record type (e.g. Event Registration) |
|
Date of Last Transaction |
Date of the latest approved transaction regardless of record type (e.g. Event Registration) |
|
Total Giving Last Year |
Sum of all approved Total Giving amounts last calendar year |
|
Total Giving Two Years Ago |
Sum of all approved Total Giving amounts two calendar years ago |
|
Total Fiscal Fundraising |
Total Fiscal Year Giving + (Sum of soft credits in current fiscal year) |
|
Total Fiscal Year Giving |
Sum of all approved Total Giving amounts in current fiscal year |
|
Total Fundraising Last Fiscal Year |
(Sum of all approved Total Giving amounts in last fiscal year) + (Sum of soft credits in last fiscal year) |
|
Total Fiscal Transaction Amount |
Sum of approved Total Gift Amounts regardless of Transaction record type (e.g. Event Registration) in current fiscal year |
|
Quantity of Fiscal Gifts |
Count of all approved gifts in current fiscal year |
|
Quantity of Fiscal Transactions |
Count of all approved transactions in current fiscal year regardless of Transaction record type (e.g. Event Registration) |
|
First Gift Amount |
First approved Total Gift Amount |
|
Largest Fiscal Gift |
The largest approved Total Gift Amount of current fiscal year |
|
Largest Calendar Year Gift |
The largest approved Total Gift Amount of this calendar year |
|
Last Appeal Supported |
The appeal supported during the last transaction |
|
Recurring Donor |
Checked if there is an active recurring donation |
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