--- schema_version: "1" id: 55f6d5743cd1f9a7aee543b3027ee229bd27afa5828c42b39ec1fe90013823cd title: Batch Job Modes for Customizable Rollups collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_custom_rllps_jobs.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_custom_rllps_jobs.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 2b7ca84bbe6d81e7b7263cdf19f2ddf73a48b44b6a8a94e96544257803f4d58d description: "Cusomizable Rollups are calculated by a series of batch jobs. These batch jobs run in one of three modes: Non-Skew Mode, Skew Mode, or Incremental Mode." products: - Nonprofit release: "264" --- # Batch Job Modes for Customizable Rollups Cusomizable Rollups are calculated by a series of batch jobs. These batch jobs run in one of three modes: Non-Skew Mode, Skew Mode, or Incremental Mode. The default is Non-Skew Mode, which is the most efficient mode for orgs without large data volumes or uneven data distribution (also called data skew). Learn more about data skew on the [Salesforce Developers' Blog](https://developer.salesforce.com/blogs/engineering/2013/04/managing-lookup-skew-to-avoid-record-lock-exceptions). For orgs with data skew, NPSP automatically uses Skew Mode which runs skewed records separately so that rollup jobs can complete successfully. In orgs with large data volumes, batch jobs may time out or take more than 24 hours to process. If this is the case, NPSP automatically uses Incremental Mode. Incremental Mode only evaluates Account and Contact records with Opportunities that were modified within a certain timeframe. It is currently only available for Contact Hard Credit and Account Hard Credit Non-Skew batch jobs. Read on to learn more about Skew Mode, Incremental Mode, and how they work with NPSP batch jobs. - **[Skew Mode](https://help.salesforce.com/s/articleView?id=sfdo.npsp_custom_rllps_jobs.htm&release=264.0.0&type=5)** NPSP uses Skew Mode jobs when a single record has many records (more than 250 by default) related to it. - **[Incremental Mode](https://help.salesforce.com/s/articleView?id=sfdo.npsp_custom_rllps_jobs.htm&release=264.0.0&type=5)** In an effort to mitigate issues in large data volume orgs, we added Incremental Mode. Incremental processing helps to reduce overall data within the Customizable Rollups batch jobs and also reduce the occurrence of a long-running batch job. - **[Customizable Rollups Jobs](https://help.salesforce.com/s/articleView?id=sfdo.npsp_custom_rllps_jobs.htm&release=264.0.0&type=5)** This is a complete list of each Customizable Rollup job along with its related Apex Classes, associated NPSP Settings, and the fields it evaluates during processing. There's also a high level description of how each job works behind the scenes. ## Skew Mode NPSP uses Skew Mode jobs when a single record has many records (more than 250 by default) related to it. You can also select **Customizable Rollups: Force Skew Mode** on specific Accounts or Contacts with more than 250 related records to overcome CPU timeouts or heap size limits. Without Skew jobs, rollup calculations might fail. Customizable Rollups use Skew jobs to process these skewed records separately so that rollup jobs can complete successfully. Additionally, to keep processing within Salesforce Governor Limits, Skew Mode jobs use a Skew Mode Dispatcher that breaks the rollups into smaller groups of records (the default is 300). ### Skew Mode Settings You can turn on Skew Mode for individual Accounts or Contacts with the Customizable Rollups: Force Skew Mode field or find the Skew Mode settings in NPSP Settings, under **Bulk Data Processes** | **Batch Process Settings**. - **Skew Mode Threshold**—Skew mode is used when an Account, Contact, GAU, or Recurring Donation record has this number of related Opportunities. - **Contact Skew Mode Batch Size**—The number of related records, sorted by ContactId, that the batch job processes at one time. - **Account Skew Mode Batch Size**—The number of related records, sorted by AccountId, that the batch job processes at one time. - **Skew Mode Dispatcher Size**—The number of Accounts, Contacts, or GAUs that the batch job queries and rolls up data for at one time. ## Incremental Mode In an effort to mitigate issues in large data volume orgs, we added Incremental Mode. Incremental processing helps to reduce overall data within the Customizable Rollups batch jobs and also reduce the occurrence of a long-running batch job. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png) Note Incremental mode is currently only available for Recurring Donation, Contact Hard Credit, and Account Hard Credit Non-Skew batch jobs. Incremental mode only affects our nightly scheduled jobs. The Rollup Donations Batch (in NPSP Settings, under Bulk Data Processes) still calculates rollups for all records. If you use an override (especially one with a low value), we recommend that you run the Rollup Donations Batch on a periodic and ongoing basis to ensure your data is accurate. Incremental Mode only evaluates Account and Contact records with Opportunities that were modified within a certain timeframe. By default, this timeframe is the value of the largest N-Day rollup. NPSP's largest N-Day rollup by default is 2 years, but you can change it or create your own N-Day rollups. Let's look at an example of how this works. The Contact Hard Credit job queries for Contacts listed in the Primary Contact field of an Opportunity that has been modified within the last two years (or whatever the largest N-Day timeframe is) and then processes all Contact Hard Credit rollups. Incremental Mode is useful for: - Orgs that have not recently imported Opportunities (Last Modified Date is over 2 years ago, by default). - Orgs with smaller N-Day Rollups (N-Day Rollups = rolling totals — i.e. Total Gifts in Last 90 days, etc.). - **[Enable Incremental Mode](https://help.salesforce.com/s/articleView?id=sfdo.npsp_custom_rllps_jobs.htm&release=264.0.0&type=5)** Incremental mode is enabled and ready for use in orgs created from a Trial starting with NPSP version 3.155 (May 2019). If your org existed before this date and you have large data volumes, you can enable it. - **[Override the N-Day Value](https://help.salesforce.com/s/articleView?id=sfdo.npsp_custom_rllps_jobs.htm&release=264.0.0&type=5)** You can override the default N-Day values if needed. ### Enable Incremental Mode Incremental mode is enabled and ready for use in orgs created from a Trial starting with NPSP version 3.155 (May 2019). If your org existed before this date and you have large data volumes, you can enable it. 1. Click ![Setup gear icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/setup.png), then click **Setup**. 2. In the Quick Find box, enter Custom Settings, then click **Custom Settings**. 3. In the row for Customizable Rollup Settings, click **Manage**. 4. Click **Edit**. 5. Select these settings: - **Incremental Contact Hard Credit Non-Skew**—When checked, the Contact Hard Credit (Non-Skew) nightly job limits the number of Contacts selected for recalculation by including only records with at least one recently updated Opportunity. - **Incremental Account Hard Credit Non-Skew**—When checked, the Account Hard Credit (Non-Skew) nightly job limits the number of Accounts selected for recalculation by including only records with at least one recently updated Opportunity. - **Limit Recalculated Recurring Donations**—When checked, the Recurring Donation (Non-Skew) nightly job limits the number of recurring donations that are recalculated by including only records with at least one recently updated Opportunity. 6. Save the settings. ### Override the N-Day Value You can override the default N-Day values if needed. For example, let's say you want to filter on Opportunities with Close Dates in the last 90 days, you would enter CloseDate in the Incremental: Last N Days Field Override field and 90 in the Incremental: Last N Days Value Override field. Or if you were migrating Opportunities from a legacy system and wanted to include the last modified date of Opportunities from a custom field (called Legacy\_System\_Modified\_Date\_\_c) in the last 180 days, you would enter Legacy\_System\_Modified\_Date\_\_c in the Incremental: Last N Days Field Override field and 180 in the Incremental: Last N Days Value Override field. Be sure to test thoroughly after making changes, as N-Day rollups may be incorrect if these fields aren't set properly. For example, if you have a rollup for Total Gifts in Last 45 Days, but you override the defaults to process Accounts/Contacts with Opportunities modified in the last 30 days, the Total Gifts in Last 45 Days rollup could be incorrect since data may have dropped off. 1. Click ![Setup gear icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/setup.png), then click **Setup**. 2. In the Quick Find box, enter Custom Settings, then click **Custom Settings**. 3. In the row for Customizable Rollup Settings, click **Manage**. 4. Click **Edit**. 5. To limit the Recurring Donation (non-Skew) nightly scheduled job: 1. Select **Limit Recalculated Recurring Donations**. 2. In **RD Modified in Last Number of Days**, enter the number of days after being modified that an Opportunity should be included in the Recurring Donation Rollup batch job. For example, only include Opportunities that have been modified within the last 31 days. 6. To limit all other nightly scheduled jobs, enter values in these fields: - **Incremental: Last N Days Field Override**—Overrides the field used to filter related Opportunities to determine which Accounts and Contacts are recalculated during a nightly scheduled job. The value must be a Date field on the Opportunity object. - **Incremental: Last N Days Value Override**—Overrides the calculated number of days used to filter related Opportunities to determine which Accounts and Contacts are recalculated during a nightly scheduled job. The value must be a number. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png) Note If both **Incremental: Last N Days Field Override** and **Incremental: Last N Days Value Override** are populated, the field specified in **Incremental: Last N Days Field Override** is used to test the value in that field against the numerical range specified by **Incremental: Last N Days Field Override**. 7. Save the settings. ## Customizable Rollups Jobs This is a complete list of each Customizable Rollup job along with its related Apex Classes, associated NPSP Settings, and the fields it evaluates during processing. There's also a high level description of how each job works behind the scenes. This information is intended for use by Developers and Partners. Scheduled Job: NPSP 01A - Customizable Rollups - Account Hard Credit
Batch Job Class Key Field Related Settings
CRLP_Account_BATCH On Account: Customizable Rollups: Force Skew Mode (Account.npsp__CustomizableRollups_UseSkewMode__c)

Account Hard Credit Batch Size

Skew Mode Threshold
**How It Works:** Query for all Accounts with Opportunities WHERE npsp\_\_CustomizableRollups\_UseSkewMode\_\_c = false. Process Account rollups 200 records at a time and query for relevant data. Scheduled Job: NPSP 01B - Customizable Rollups - Account Hard Credit Skew
Batch Job Class Key Field Related Settings
CRLP_AccountSkew_BATCH CRLP_SkewDispatcher_BATCH On Account: Customizable Rollups: Force Skew Mode (Account.npsp__CustomizableRollups_UseSkewMode__c)

Account Skew Mode Batch Size

Skew Mode Threshold

Skew Mode Dispatcher Batch Size
**How it Works:** In batches of 300, use the Skew Dispatcher to query for Accounts WHERE npsp\_\_CustomizeRollups\_UseSkewMode\_\_c = true. Query for Opportunities related to those Accounts, 1,000 at a time, and process rollups until all Opportunities are looped through for those Account Batches. Then, query for the next set of Accounts and their Opportunities, and repeat. Scheduled Job: NPSP 02A - Customizable Rollups - Contact Hard Credit
Batch Job Class Key Field Related Settings
CRLP_Contact_BATCH On Contact: Customizable Rollups: Force Skew Mode (Contact.npsp__CustomizableRollups_UseSkewMode__c)

Contact Hard Credit Batch Size

Skew Mode Threshold
**How it Works:** Query for all Contacts that are in the Primary Contact field (npsp\_\_Primary\_Contact\_\_c) of an Opportunity WHERE npsp\_\_CustomizableRollups\_UseSkewMode\_\_c = false. Process Contact rollups 200 records at a time and query for relevant data. If **Always Roll Up to Primary Contact** is unchecked in NPSP Settings, additionally filter for Opportunity Account's WHERE npe01\_\_SYSTEMIsIndividual\_\_c = True. Scheduled Job: NPSP 02B - Customizable Rollups - Contact Hard Credit Skew
Batch Job Class Key Field Related Settings

CRLP_ContactSkew_BATCH

CRLP_SkewDispatcher_BATCH

 On Contact: Customizable Rollups: Force Skew Mode (Contact.npsp__CustomizableRollups_UseSkewMode__c)

Contact Skew Mode Batch Size

Skew Mode Threshold

Skew Mode Dispatcher Batch Size

**How it Works:** In batches of 300, use the Skew Dispatcher to query for Contacts WHERE npsp\_\_CustomizableRollups\_UseSkewMode\_\_c = true. Query for Opportunities related to those Contacts (in the Primary Contact field), 1,000 at a time, and process rollups until all Opportunities are looped through for those Contact batches. Then query for the next set of Contacts and their Opportunities, and repeat. Note that if **Always Roll Up to Primary Contact Role** is unchecked in NPSP Settings, additionally filter on Opportunities WHERE npe01\_\_SYSTEMIsIndividual\_\_c = TRUE. Scheduled Job: NPSP 03A - Customizable Rollups - Account-level Contact Soft Credit
Batch Job Class Key Field Related Settings
CRLP_Account_SoftCredit_BATCH On Account: Customizable Rollups: Force Skew Mode (Account.npsp__CustomizableRollups_UseSkewMode__c)

Contact Soft Credit to Acct Batch Size

Skew Mode Threshold
**How it Works:** Query for all Accounts WHERE npsp\_\_CustomizableRollups\_UseSkewMode\_\_c = false. Process Account rollups 200 records at a time by querying for Opportunity Contact Roles where the Contact's Account ID is in the batch of Account IDs and IsPrimary = false. If **Always Roll Up to Primary Contact Role** is unchecked in NPSP Settings, also add an OR filter for the Opportunity Account's npe01\_\_SYSTEMIsIndividual\_\_c = false. When querying for OCRs, this job will also query for relevant Partial Soft Credit records. Scheduled Job: NPSP 03B - Customizable Rollups - Account Soft Credit
Batch Job Class Key Field Related Settings
CRLP_Account_AccSoftCredit_BATCH On Account: Customizable Rollups: Force Skew Mode (Account.npsp__CustomizableRollups_UseSkewMode__c)

Account Soft Credit Batch Size

Skew Mode Threshold
**How it Works:** Query for all Accounts WHERE npsp\_\_CustomizableRollups\_UseSkewMode\_\_c = false. Process Account rollups 200 records at a time by querying for/processing Account Soft Credit records Where the Account ID is in the batch of Account IDs. Scheduled Job: NPSP 03C - Customizable Rollups - Account-level Contact Soft Credit Skew
Batch Job Class Key Field Related Settings

CRLP_AccountSkew_SoftCredit_BATCH

CRLP_SkewDispatcher_BATCH

 On Account: Customizable Rollups: Force Skew Mode (Account.npsp__CustomizableRollups_UseSkewMode__c)

Account Skew Mode Batch Size

Skew Mode Threshold

Skew Mode Dispatcher Batch Size

**How it Works:** In batches of 300, use the Skew Dispatcher to query for Accounts WHERE npsp\_\_CustomizableRollups\_UseSkewMode\_\_c = true. Query for Opportunity Contact Roles related to those Contacts' Account IDs, 1,000 at a time, and process rollups until all Opportunity Contact Roles are looped through for those Account batches. Then query for the next set of Accounts and their Opportunity Contact Roles, and repeat. Note that if **Always Roll Up to Primary Contact Role** is unchecked in NPSP Settings, additionally filter on Opportunities WHERE npe01\_\_SYSTEMIsIndividual\_\_c = false OR IsPrimary = false. (Otherwise, we just filter on IsPrimary = false). When querying for OCRs, this job will also query for relevant Partial Soft Credit records. Scheduled Job: NPSP 03D - Customizable Rollups - Account Soft Credit Skew
Batch Job Class Key Field Related Settings

CRLP_AccountSkew_AccSoftCredit_BATCH

CRLP_SkewDispatcher_BATCH

On Account: Customizable Rollups: Force Skew Mode (Account.npsp__CustomizableRollups_UseSkewMode__c)

Account Skew Mode Batch Size

Skew Mode Threshold

Skew Mode Dispatcher Batch Size

**How it Works:** In batches of 300, use the Skew Dispatcher to query for Accounts WHERE npsp\_\_CustomizableRollups\_UseSkewMode\_\_c = true. Query for Account Soft Credits related to those Account IDs, 1,000 at a time, and process rollups until all Account Soft Credits are looped through for those Account batches. Then query for the next set of Accounts and their Account Soft Credits, and repeat. Scheduled Job: NPSP 04A - Customizable Rollups - Contact Soft Credit
Batch Job Class Key Field Related Settings
CRLP_Contact_SoftCredit_BATCH On Contact: Customizable Rollups: Force Skew Mode (Contact.npsp__CustomizableRollups_UseSkewMode__c)

Contact Soft Credit Batch Size

Skew Mode Threshold
**How it Works:** Query for all Contacts WHERE npsp\_\_CustomizableRollups\_UseSkewMode\_\_c = false and that are in the Contact ID of an OCR. Process Contact rollups 200 records at a time by querying for Opportunity Contact Roles where the Contact ID is in the batch of Contact IDs. Note that if **Always Roll Up to Primary Contact Role** is unchecked in NPSP Settings, additionally filter on Opportunities WHERE npe01\_\_SYSTEMIsIndividual\_\_c = false OR IsPrimary = false. (Otherwise, we just filter on IsPrimary = false). When querying for OCRs, this job will also query for relevant Partial Soft Credit records. Scheduled Job: NPSP 04B - Customizable Rollups - Contact Soft Credit Skew
Batch Job Class Key Field Related Settings

CRLP_ContactSkew_SoftCredit_BATCH

CRLP_SkewDispatcher_BATCH

 On Contact: Customizable Rollups: Force Skew Mode (Contact.npsp__CustomizableRollups_UseSkewMode__c)

Contact Skew Mode Batch Size

Skew Mode Threshold

Skew Mode Dispatcher Batch Size

**How it Works:** In batches of 300, use the Skew Dispatcher to query for Contacts WHERE npsp\_\_CustomizableRollups\_UseSkewMode = true. Query for Opportunity Contact Roles related to those Contacts IDs, 1,000 at a time, and process rollups until all Opportunity Contact Roles are looped through for those Contact batches. Then query for the next set of Contacts and their Opportunity Contact Roles, and repeat. Note that if **Always Roll Up to Primary Contact Role** is unchecked in NPSP Settings, additionally filter on Opportunities' Accounts WHERE npe01\_\_SYSTEMIsIndividual\_\_c = false OR IsPrimary = false. (Otherwise, we just filter on IsPrimary = false). When querying for OCRs, this job will also query for relevant Partial Soft Credit records. Scheduled Job: NPSP 05 - Customizable Rollups - General Accounting Units
Batch Job Class Key Field Related Settings

CRLP_GAU_BATCH

CRLP_SkewDispatcher_BATCH

 N/A

GAU Batch Size

Skew Mode Dispatcher Batch Size
**How it Works:** In batches of 300, use the Skew Dispatcher to query for General Accounting Units. Query for GAU Allocations related to those General Accounting Units, 1,000 at a time, and process rollups until all GAU Allocations are looped through for those General Accounting Unit batches. Then query for the next set of General Accounting Units and their GAU Allocations, and repeat. Scheduled Job: NPSP 06A - Customizable Rollups - Recurring Donations
Batch Job Class Key Field Related Settings
CRLP_RD_BATCH Total Paid Installments (npe03__Total_Paid_Installments__c)

Recurring Donation Batch Size

Skew Mode Threshold

Limit Recalculated Recurring Donations

RD Modified in Last Number of Days
**How it Works:** Query for all Recurring Donations that are in the Recurring Donation field of an Opportunity WHERE (npe03\_\_Total\_Paid\_Installments\_\_c < 250 OR npe03\_\_Total\_Paid\_Installments\_\_c = null) ; Process Recurring Donation rollups 50 records at a time and query for relevant data. Use the Limit Recalculated Recurring Donations and RD Modified in Last Number of Days settings to limit the number of recurring donations that are recalculated based on the recency of the donation. Scheduled Job: NPSP 06B - Customizable Rollups - Recurring Donations Skew
Batch Job Class Key Field Related Settings

CRLP_RDSkew_BATCH

CRLP_SkewDispatcher_BATCH

 Total Paid Installments (npe03__Total_Paid_Installments__c)

Recurring Donation Batch Size

Skew Mode Threshold

Skew Mode Dispatcher Batch Size

**How it Works:** In batches of 300, use the Skew Dispatcher to query for Recurring Donations WHERE npe03\_\_Total\_Paid\_Installments\_\_c >= 250. Query for Opportunities related to those Recurring Donations, 50 at a time, and process rollups until all Opportunities are looped through for those Recurring Donation batches. Then query for the next set of Recurring Donations and their Opportunities, and repeat. ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_important.png) Important You should never modify, deactivate, or delete the key fields (or the rollups that include them) used by the Customizable Rollups jobs. Modifying these fields can cause issues in your org, such as hitting limits because too many records are being processed in a Non-Skew mode or rollups not updating.