I have a custom object called jobs which are related to the master object accounts. Within the jobs object, I have a revenue field and an invoice_date field. On the accounts page layout, I want to display the total revenue for each related job per month of invoice for the current year and the previous year. I want the months/years to be dynamic so I, nor my predecessor, don't have to change them every year. I am currently doing this with the roll-up summaries, but, as I mentioned, I have to change them every year. I have established a lookup relationship within accounts with jobs, as a master-detail relationship doesn't seem to be enough, but cannot seem to get any kind of data from jobs. In addition, there doesn't seem to be a SUM method in formula fields.

Is there any way to sum all data from a specified field (revenue) filtered by another specified field (invoice_date) in a related object (jobs) within a formula field on an object (accounts)?

Ideally, the formula might look like this, except this doesn't work:

if(jobs__c.invoice_date >= DATE(YEAR(TODAY())-1,1,1) AND jobs__c.invoice_date <= DATE(YEAR(TODAY())-1,1,1), SUM(jobs__c.revenue), 0)
  • Formula fields cannot do rollup functionality. You need to look at tools like Declarative Lookup Rollup Summaries or Rollup Helper. Dec 14 '20 at 0:15

First I am not sure this can ever be achieved via Formula. Second the logic which you have written wont work because :

  • You said Account and Jobs have lookup relationship, and you want to roll up Jobs details to account, which means Account will have List, so a formula field on Account can never access the list of Jobs related to it.

So its best to write a trigger on insert, update, delete and undelete on Job object and then get calculate accordingly.

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