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We are trying to move to the Standard Order Object from a Custom object we used to track Orders (Orders1) - Since Orders1 was a custom object I was able to create a Master-Detail relationship with Accounts and subsequently a Roll-up Summary field to calculate the earliest Order date (MIN of First Order Date) from multiple orders.

Being that the Order object is a Standard object I am not able to create a Master-Detail relationship with Accounts (another Standard object) and hence cannot create a Roll-Up Summary field to track.

Any non-coding related suggestions or work-around would be greatly appreciated!

  • 1. Is this one time migration from Order1 to Standard Order? 2. Is there a chance to update order date of any orders? Please let me know, as I am investigating on the non-coding workaround (it may sound silly) – Santanu Boral Jun 14 '16 at 3:01
  • Hi Santanu, I am migrating from a custom Order object to the standard Order object and if I get your question correctly... Yes as an Admin you can change the Order Date to the original date from the old object with a tool like Apex DataLoader. I believe the date in the standard Order object is "EffectiveDate" (versus CreatedDate, which you cannot change. LEt me know if this was helpful. – megachuck Jun 14 '16 at 18:26
  • If it is one time migration from Order1 to Standard Order, then you can setup a logic at process builder to calculate the min(Orderdate) and post that on Account – Santanu Boral Jun 14 '16 at 18:42
  • Sorry, I misunderstood. Yes I am doing a one time migration from old to new, but subsequent new orders need to also be taken into account as part of the roll-up summary. Hence the suggestion of the "Declarative-Lookup-Rollup-Summaries" app accomplished exactly what I was looking for. Presumably I could set this up in Process Builder as you suggest, but why do that if an app already exists! – megachuck Jun 14 '16 at 22:16
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Yes, quite simply, you should install declarative-lookup-rollup-summaries. Then you can create a Lookup Rollup Summary to implement this functionality.

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    Wow I wish I had heard of this a long time ago... would have saved me tons of time - Thanks! – megachuck Jun 14 '16 at 18:27

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