See main DLRS Development repo here (https://github.com/SFDO-Community/declarative-lookup-rollup-summaries)
The DLRS Documentation and UX Working Groups want to make DLRS easier for admins to install and configure, and to enable users with a wide range of skill level to write rollups successfully. To this end, at the Sprint, we will be working on two projects:
- 1 - Compiling a Cookbook of DLRS Recipes, especially with examples for nonprofit users.
- 2 - Collect feedback via a UX Survey from users about their experience with configuring the tool, and suggestions for improvements.
Nonprofit, Education, and Other (DRLS is available to users in multiple Salesforce Clouds)
https://trailhead.salesforce.com/trailblazer-community/groups/0F9300000009O5pCAE?tab=discussion
| Full Name | Team Role | Github Username | Working Group? |
|---|---|---|---|
| Caroline Renard | Group Leader | cpra12 | Cookbook |
| Melanie Tolomeo | Group Leader | melanietolomeo | UX/UI Survey |
| Cheryl Curry | Group Member | - | Cookbook |
| Jared Henning | Group Member & Recipe Collector | Jared-Oliver-Salesforce | Cookbook |
| Mike Kikta | Group Member | mkikta-traction | Cookbook |
| Michael Kolodner | Group Member | mkolodner | Cookbook |
| Jodi Nemser-Abrahams | Group Member & Scribe | JodiNA | UX/UI Survey |
| Kathy Olney | Group Member | KathOlney | Cookbook |
| Katy Porray | Group Member | kporray | UX/UI Survey |
| Rachel Sinex | Group Member & Form Editor | rachel-pedallucid-com | Cookbook |
| Amanda Styles | Group Member & Recipe Collector | demanda | Cookbook |
| Hua Ping Tan | Group Member | huapingtan | Cookbook |
| TJ Warfield | Group Member & Scribe | tj-warfield | Cookbook |
- To contribute to the Cookbook, please complete this form by 11/4: https://forms.gle/p75Ydend94aLT7wL8
- To contribute to the UX/UI Survey, please complete this form by 10/31: https://forms.gle/EyrdJzaUVT4LuY589
- Please note that these forms are generally available, and you are invited to share them outside of the Sprint groups, with colleagues, customers and anyone else who would like to contribute.
- TEAM DOCS
- Two-Day Schedule and notes from discussions: https://docs.google.com/document/d/1kKHtam-JLrxzS4VCz3D97cW5OOmbMG3bopEMvYO2Gqs/edit?usp=sharing
- Recipe Responses (Google Sheet): https://docs.google.com/spreadsheets/d/1uYa-BbYGwjJIqjcnSvicXmy3KATCdzlLCFomIHi-f10/edit?resourcekey#gid=652819783
- Recipe Working Doc: https://docs.google.com/document/d/1htWO9IqnaWgZPN9-Knlyd1UoWnrGBLYRAcvo3XU7gVI/edit#
During the two days of the Sprint event, our group:
- Complied a list of everyone's go-to resources for installation and configuration.
- Reviewed the current "Manage Lookup Rollup Summaries" page, and made a list of suggestions and questions.
- Took the notes from the UX discussion (thanks Jodi), did some sorting and prioritization, and refined the survey.
- Created a template for writing recipes in Google Docs (for now).
- Reviewed and updated the recipe submission form (thanks Rachel for editing).
- Collected recipes (thanks Jared for interviewing Sheri Gurock for her OBF rollups).
- Planned a recipes working session on November 4th - noon Pacific / 3PM Eastern - ping Caroline for the Zoom link.
- UX/UI Survey form will be open until 10/31. Team are working on converting the notes from the discussions into a set of tasks for the dev teams.
- Cookbook group are meeting again on 11/4, to review the submissions, and write up a first set of recipes for publication on the DLRS Wiki.