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Nonprofit Success Pack (NPSP) Managed Package
Manage Rollups

Manage Rollups

Rollup fields are custom fields that display information from other related records, including aggregate totals. Learn about customizable rollups and legacy rollup solutions.

  • Rollups Overview
    Rollup fields are custom fields that display information from other related records, including aggregate totals. To think of this another way, rollup fields allow information from Opportunities or Payments to automatically "roll up" and appear on a related Account, Contact, General Accounting Unit, or Recurring Donation records.
  • Manually Recalculate Rollups
    Rollups are calculated in batch jobs as part of the nightly build.
 
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