I'm working for a nonprofit. We have a customized object called Program Participation
which has a lookup to the Contact
object and also is the parent of three other objects. We want to create a field on the Account
page for each school to count the number of students they have brought into our programs with several filters related to Program Participation
object. There is no master-detail relationship between Account
and Program Participation
. And since the Program Participation
object is already the parent of other objects, I was not able to create a master-detail relationship with Account
object.
I tried to create a roll-up field on Account
level and the drop-down summarized object list does not contain Program Participation
object due to the lack of master-detail relationship. However, on school page, we do have 'program participation (School Attending)' in the related list, which we believe there is a way to retrieve data from another object although there is no master-detail relationship between them.