Currently we are having (Opportunities(won)last 12 months) field which is of Roll-up summary data type , updating the count in this field on criteria when

Close date of opportunity >= (some date).

There is no way to give Value as TODAY or any inbuilt value. Instead of roll-up summary type can we use formula based field to count the closed won opportunity in account and update the field.

If possible could you please provide us the formula..




Using a formula field to count related records is not possible.

You have a few options:

  1. Trigger to roll up in real time
  2. Batch job to perform rollup
  3. DLRS Package (Declarative Lookup Roll Up Summary)

Option 3 being the quickest route but be aware there were/are issues with some bulk operation with too many SOQL queries. Not sure if it is still there or not. For most cases it works well.

Or Option 4:

  1. Create a Checkbox field to indicate if in the last 12 months
  2. Create a WFR to update the checkbox field to true or false based on the formula field
  3. Create a batch job that sets the value of the checkbox daily
  4. Use the checkbox as the criteria of the rollup summary

Option 3 is still the fastest but those are your options AFAIK

| improve this answer | |
  • How to use DLRS package? Can u explain on this. – Chithra Rengasamy Aug 17 '16 at 14:26
  • Try a google search. info is easily found. (Along with videos etc) – Eric Aug 17 '16 at 14:28

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