02.03.04 Things to Know Before Enabling Customizable Rollups

Source: https://powerofus.force.com/kA01E000000PZ4W

• Customizable Rollups are only available in the Household Account Model
• Enabling Customizable Rollups makes the following changes:
  • Convert existing NPSP Donor Statistics settings into Customizable Rollups setting
  • Converts existing out-of-the-box and User Defined Rollups to Customizable Rollups
  • Removes
    • NPSP Settings page for User Defined Rollups
    • NPSP Setting page for Donor Statistics
    • Remove and modify existing NPSP Settings options for rollups
      • Defined in new Customizable Rollups
        • Enable Soft Credits
        • Rollup N Day Value ( Donor and GAU )
        • Use Fiscal Year ( Donor and GAU )
      • Defined in a filter group in new Customizable Rollups
        • Soft Credit Roles
        • Record Types and Types excluded  from Account Rollups and Contact Rollups
        • Membership Record Type Names
      • NPSP Settings
        • Rollup Batch Size
    • Creates 13 Nightly Batch Jobs, scheduled for 11:00pm and run at staggered times

Test in Sandbox org first.  New rollups and filter groups can be moved to Production org by deploying Custom Metadata Types. You can’t use change sets to deploy NPSP out-of-the box rollups to Production