I have a basic formula field in my child object:

IF(AND( Date__c = (today()-365)),1,0)

This is basically looking at a record and looking if it is in the last 12 months and then showing a 1 or a 0. I have tried this with a true / false as well.

The formula works great and shows a 1 or 0 when it is within a 12 month period. However i now want to do a roll up summary to the parent object. However when i do a sum and go to chose this field as a roll up filter field it isnt there to choose? I cannot work out why as all my other Numeric formula fields are there and it doesnt reference any external objects... Any ideas as i'm well and truly stumped


Roll up summary fields are only calculated when a child record is edited. This means that if Salesforce allowed you to roll up the field, the values would be incorrect until at least one child record was updated. Formulas do not currently cause an edit, because they are calculated at query time. If you really want to do this, you'll need Declarative Lookup Rollup Summaries scheduled to run daily so that the values can be correctly maintained.

  • 1
    It's Declarative, not Dynamic. – Adrian Larson Apr 25 '17 at 14:29
  • @AdrianLarson Doh. I knew that. I link to the thing all the time :( – sfdcfox Apr 25 '17 at 14:30

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