npsp-custom-rollups - Configure NPSP Customizable Rollups
Configure, troubleshoot, and extend NPSP Customizable Rollups, including rollup definitions, filter groups, batch modes, and one-way migration.
Tags
Updated: 2026-09-28Capabilities
Typical Inputs
Typical Outputs
What this skill does
- Configure rollup definitions
- Design filter groups
- Run recalculation batches
- Assess migration impacts
- Deploy custom metadata
- Troubleshoot stale rollup values
Inputs
- Installed NPSP version
- CRLP enabled status
- Required rollup fields
- Legacy rollup field dependencies
- Time-based filtering rules
Outputs
- Rollup Definition configuration checklist
- Filter Group design
- Batch job schedule recommendation
- Legacy rollup pre-migration impact assessment
- Rollup recalculation runbook
Requirements
- Salesforce org with NPSP installed
- NPSP 3.112 or later
- Access to NPSP Settings