I've read that TODAY() can't be used in filter criteria for a roll-up summary. Is there any way around this? I have a field on a detail that tells whether it is from this year, last year, or longer ago than that. I've tried to make a checkbox that reads this field and gives a boolean, but apparently, that's still not functional. Is there any way around this?

Flows are out of the question, as I have several hundred thousand records that I would have to loop through.


There is no way around this as such. You cannot use dynamic or formula-based references in Roll-up Summary Field criteria.

I wrote some time ago an article about Three Routes to Time-Based Rollup Summary Fields. In summary, you can:

  • Use a pure-declarative approach using time-based actions (scales poorly).
  • Use Declarative Lookup Rollup Summaries in scheduled or scheduled + realtime mode.
  • Use a full- or partial-Apex solution that includes a scheduled job.

One way or another, you'll have to do an implementation. DLRS in Scheduled mode could be a neat, easy solution to this need.

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