1

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
0

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

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.