I am customizing our Campaign page and adding a field called "Total Participants". I want to only count Campaign Members whose status is not equal to "No Show", "Not Attending". This is simple to do in a report, but I'm not sure how to incorporate it into a formula.

I found this Salesforce forum post, but from my understanding it would require creating a new report for each Campaign.

The best I can come up with is:

// LEN(GETRECORDIDS()) gets total number of records from a certain object
// `Self` is wrong but I'm not sure how to reference the current object's sub-objects

Self.CampaignMember.Status != "Not Attending") && (Self.CampaignMember.Status != "No Show")

I'm betting this is far off base, but I'm not sure what direction to take this while keeping to the confines of a formula field.

1 Answer 1

  1. Create a new Rollup Summary field on Campaign.
  2. Select Summarized Object > Campaign Members.
  3. Select Roll-Up Type > COUNT.
  4. Select Filter Criteria > Only records meeting certain criteria should be included in the calculation.
  5. Select Field > Status.
  6. Select Operator > not equal to.
  7. Use the lookup dialog to select the picklist options to ignore.
  • does rollup summary fields work for lookup relation? As relation between Campaign and Campaign Member is lookup not master detail.
    – Tara
    Mar 14, 2016 at 21:24
  • @Tara Take a look for yourself in the UI, it is available. You can install declarative-lookup-rollup-summaries to work with lookups when OOB Rollup Summary Fields are not available.
    – Adrian Larson
    Mar 14, 2016 at 21:27
  • @Tara -- You pointed out something odd - the Setup | Customize | Campaign Member | Fields does indeed show Campaign as a Lookup relationship but Adrian is right in that RSF can be done from Campaign -> CM. This relationship is a cascade delete relationship which is an indicator for master-detail
    – cropredy
    Mar 14, 2016 at 22:15
  • @crop1645 Yeah I just assumed it was M/D when I was able to create RSF. Pretty weird behavior. It is also a required lookup.
    – Adrian Larson
    Mar 14, 2016 at 22:17
  • I suspect this is a legacy from some long ago SFDC - Winter '88 or the like
    – cropredy
    Mar 14, 2016 at 22:19

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