---
schema_version: "1"
id: e40c8705488d654fbc0899362807d384a20f7c3dcade51bda42bbda48f5cbaf2
title: Configure Service Delivery Summary Data
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/cm_config_svc_del_sum_data.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.cm_config_svc_del_sum_data.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7571f09a586be861571baca7d95b0313dab9a3450c07bc4a698c886a77a033c6
description: The Service Delivery summary fields are automatically-calculated fields on the Contact, Program Engagement, Service, and Service Session objects. They track attendance and the date of a client’s last service.
products:
  - Nonprofit
release: "264"
---
# Configure Service Delivery Summary Data

The Service Delivery summary fields are automatically-calculated fields on the Contact, Program Engagement, Service, and Service Session objects. They track attendance and the date of a client’s last service.

- **[Service Delivery Summary Data Overview](https://help.salesforce.com/s/articleView?id=sfdo.cm_config_svc_del_sum_data.htm&release=264.0.0&type=5)**  
    The Service Delivery summary fields are automatically-calculated fields on the Contact, Program Engagement, Service, and Service Session objects. They track attendance and the date of a client’s last service.
- **[Activate Service Delivery Summary Field Triggers](https://help.salesforce.com/s/articleView?id=sfdo.cm_config_svc_del_sum_data.htm&release=264.0.0&type=5)**  
    Service Delivery summary fields are available on Contacts, Program Engagements, Services, and Service Sessions. Enable them for all objects or just those that meet the needs of your org. The triggers for these fields are turned off by default. Activate the triggers for the summary fields you want to see.
- **[Create a Scheduled Job to Recalculate Service Delivery Summary Fields](https://help.salesforce.com/s/articleView?id=sfdo.cm_config_svc_del_sum_data.htm&release=264.0.0&type=5)**  
    As a Salesforce admin, you can schedule a job to recalculate Service Delivery summary fields on an organization-wide basis. While the triggers incrementally increase the existing summary fields as each new Service Delivery record is created, the batch jobs fully recalculate all Service Delivery records. To ensure that your calculations are always up to date and accurate, schedule the jobs to run weekly or monthly.
- **[Add Service Delivery Summary Fields to Page Layouts](https://help.salesforce.com/s/articleView?id=sfdo.cm_config_svc_del_sum_data.htm&release=264.0.0&type=5)**  
    Set up page layouts with service delivery summary fields.
- **[Configure Absent and Present Values](https://help.salesforce.com/s/articleView?id=sfdo.cm_config_svc_del_sum_data.htm&release=264.0.0&type=5)**  
    We include three Attendance Statuses out of the box: Present, Excused Absence, and Unexcused Absence. If you need additional statuses, make sure to indicate if they are Absent or Present values so they’re factored into our summary fields.

## Service Delivery Summary Data Overview

The Service Delivery summary fields are automatically-calculated fields on the Contact, Program Engagement, Service, and Service Session objects. They track attendance and the date of a client’s last service.

- Attendance Rate
- Attendance Summary
- Consecutive Absences
- Last Service Date
- Number of Absent Service Deliveries
- Number of Present Service Deliveries

To use these fields, perform these setup steps.

## Activate Service Delivery Summary Field Triggers

Service Delivery summary fields are available on Contacts, Program Engagements, Services, and Service Sessions. Enable them for all objects or just those that meet the needs of your org. The triggers for these fields are turned off by default. Activate the triggers for the summary fields you want to see.

1. From Setup, in the Quick Find box, enter Metadata, and then select **Custom Metadata Types**.
2. Manage Records for **Feature Gate**.
3. From the View menu, select **All**.
4. Click **Edit** next to the summary field you want to use.
    
    - Roll up Service Deliveries to Contact
    - Roll up Service Deliveries to Service
    - Roll up Svc Deliveries to Svc Session
    - Rollup Svc Deliveries to Pgm Engagement
5. Select **Feature Active**.
6. Click **Save**.
7. Repeat these steps for each set of object Service Delivery summary fields you want to activate.

## Create a Scheduled Job to Recalculate Service Delivery Summary Fields

As a Salesforce admin, you can schedule a job to recalculate Service Delivery summary fields on an organization-wide basis. While the triggers incrementally increase the existing summary fields as each new Service Delivery record is created, the batch jobs fully recalculate all Service Delivery records. To ensure that your calculations are always up to date and accurate, schedule the jobs to run weekly or monthly.

Schedule a job for each summary field Trigger you enabled.

1. From Setup, in the Quick Find box, enter Apex Classes, and then select **Apex Classes**.
2. Click **Compile All Classes**.
3. After compilation is complete, click **Schedule Apex**.
4. Enter a Job Name. For example, Service Delivery to Contact Rollup.
5. Select the Apex class.
    
    - ContactRollupsSchedulable
    - ProgramEngagementRollupsSchedulable
    - ServiceRollupsSchedulable
    - SessionRollupsSchedulable
6. Specify a Frequency, Start and End times, and Preferred Start Time. We recommend a Start Time when users won’t be working with Service Delivery records. 
    
    ![Scheduling an Apex job](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/resources-product/images/schedule_apex_classes.png)
7. Click **Save**.
8. To verify your scheduled job, enter then select Scheduled Jobs in the Quick Find box.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/images/icon_note.png)

Note If you need help with this process, see [Schedule Apex Jobs](https://help.salesforce.com/articleview?id=platform.code_schedule_batch_apex.htm&type=5) in Salesforce Help.

## Add Service Delivery Summary Fields to Page Layouts

Set up page layouts with service delivery summary fields.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/images/icon_important.png)

Important We recommend that you make these fields Read-Only, as they’re automatically updated and should not be modified.

On the Contact and Program Engagement objects, add these fields to your page layouts:

- Attendance Summary
- Consecutive Absences
- Last Service Date

![The Service Delivery Summary section on a Contact, with the Attendance Summary, Consecutive Absences, and Last Service Date fields](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/resources-product/images/service_delivery_summary.png)

On the Service and Service Session objects, add this field to your page layouts:

- Attendance Summary

![Shows the Attendance Summary field in the Information section on a Service detail page](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/resources-product/images/service_attendance_summary.png)

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/images/icon_note.png)

Note The Number of Absent Service Deliveries, Number of Present Service Deliveries, and Attendance Rate fields are included in the Attendance Summary. You can optionally add them to page layouts as needed.

## Configure Absent and Present Values

We include three Attendance Statuses out of the box: Present, Excused Absence, and Unexcused Absence. If you need additional statuses, make sure to indicate if they are Absent or Present values so they’re factored into our summary fields.

1. First, add the new value to the Attendance Status picklist.
    
    1. From the object management settings for Service Deliveries go to Fields & Relationships.
    2. Click **Attendance Status**.
    3. In the Values related list, click **New**.
    4. Add the new value. If adding multiple values, enter one on each line. For example, Partially Attended.
    5. Click **Save**.
    6. Copy the API Name of the new value, as you’ll need it in the next step.
2. Next, indicate if the value is either Absent or Present.
    
    1. From Setup, click the **Home** tab.
    2. Enter Metadata in the Quick Find box, then select **Custom Metadata Types**.
    3. In the row for Bucketed Value, click **Manage Records**.
    4. Click **New**.
    5. Enter a Label for the value. For example, Partially Attended. The Bucketed Value Name auto-populates.
    6. In the Bucket field, select either Absent or Present. For the Partially Attended status, we want the client marked as Present, so we’ll select Present.
    7. Paste the API Name from the previous step into the Value field.
        
        ![Mark status absent or present](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/resources-product/images/mark_status_absent_present.png)
    8. Click **Save**.