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enter image description hereJust trying to implement a roll-up summary field that will look at closed won opportunities against an account and show the sum of the amount. When I get into the roll-up field creation I have selected summarised object = opportunities, roll-up type = SUM and field to aggregate should = amount (currency field) but this is not available for selection.

The criteria for records is opp stage = closed won after this.

Any ideas why the amount field is not available here?

Thanks

  • Opportunity and Account are not it Master-Detail relationships – o-lexi Apr 13 '17 at 16:05
  • @Oleksiy can you explain more how can it be possible? OP says he can able to choose Opportunity object from the list – Santanu Boral Apr 13 '17 at 16:08
  • @SantanuBoral Ugh, these are special. – o-lexi Apr 13 '17 at 16:43
  • It should be available. Did you scroll through the items presented? Did you rename it. Is the field visible to your profile? – Eric Apr 13 '17 at 17:05
  • As @Eric mentioned please check the field visibility settings for your profile. – sunny Apr 13 '17 at 17:13
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For currency fields such as Amoount on Opportunity to come up in 'Field to Aggregate', please make sure 'Advanced Currency Management' is DISABLED in Manage Currencies from Setup.

I disabled this setting and all the currency fields in Opportunity was visible in Account rollup summary.

Thanks

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