Custom MRR Summary Rollups
Available In Core Suite 1.36+
Businesses often need more flexibility in how they aggregate and analyse recurring revenue data beyond standard MRR reporting. This functionality allows users to define custom rollup summary fields that control how values from the MRR Schedule object are aggregated onto Custom MRR Summary records. It enables tailored reporting structures that align with specific requirements, such as grouping MRR by product, region, or customer segment.
Steps to Complete
- Access Setup Area
- Navigate to the Setup area in Salesforce by selecting the cog icon in the top menu, then click “Setup”.
- Select Custom Metadata Types.
- From the left-hand menu, select “Custom Metadata Types”.
- Click the “Manage Records” link on the “Custom MRR Summary Rollup” option.
- Click “New” on the Custom MRR Summary Rollup list view.
- If custom rollups already exist, they will be displayed in the list view.
- If custom rollups already exist, they will be displayed in the list view.
- Enter the Custom MRR Summary rollup information.
- Custom MRR Summary Rollup Name – A unique name for the rollup. It can only contain alphanumeric characters and underscores.
- Label – A user-friendly name that clearly identifies the rollup.
- Active – Determines whether the rollup is currently active. Set to true to enable it right away, or false to activate it later.
- Summarized SObject – The child object for the rollup. This must always be set to the MRR Schedule object.
- Summarized Field – The field on the child object to be aggregated. This can be any number, currency, or boolean field from the MRR Schedule object.
- Master SObject – The parent object for the rollup. This must always be set to the Custom MRR Summary object.
- Master Field – The target field where the rolled-up value is stored. This field must be of type number or currency.
- Click “Save” to create the Custom MRR Summary Rollup record.
Outcomes
Once Custom MRR Summary Rollups are active, the app will aggregate values from the specified fields on child MRR Schedule records and populate them on the parent Custom MRR Summary record. These rollups are automatically recalculated whenever an MRR Schedule is created, deleted, or when a value in a summarized field is updated..
Troubleshooting
Recommendation:
This can be achieved by using a formula field or other automation to pass the required value onto the MRR Schedule record. However, care should be taken if the MRR Schedule is a child of the source object, as this may result in the value being included multiple times in the rollup.
Additionally, be aware that updates driven by cross-object formulas may not always trigger rollups as expected, which can impact the accuracy of the Custom MRR Summary calculations.
Recommendation:
If you need to summarise MRR Schedule data across multiple levels, consider using Salesforce Reports with Summary Formulas, or leveraging third-party reporting tools to achieve more advanced multi-level analysis.
Recommendation:
Create a formula field on the Subscription object to surface the required value from related objects onto the Subscription record. This field can then be selected in the Custom Metadata Type to drive Custom MRR Summaries.
Formula fields can also be used to apply custom logic when determining how MRR is grouped and aggregated, providing additional flexibility in how summaries are constructed.
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