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I have custom object that is between Account and Opportunity. I need it to roll up some of the field from the opportunity, but I can't because the opportunity cannot have another master, and rollups don't work unless something is the master.

Workflows can't call that information.

Is there a way to do this without writing code?

  • Alternative question. Could I perhaps create different opportunity record types, one which functions normally, and another which functions as my custom object, which would roll up the first record type? – denvergreene Nov 24 '14 at 19:56
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This can only be done using code but there are a couple of tools available as managed packages on AppExchange that provide roll-up summary-like functionality on lookups. Both provide a declarative UI so you don't need to actually write the code.

  • I've been using Declarative Rollups for Lookups since I asked this question and have found it does everything I need it to do. Thanks. – denvergreene Dec 4 '14 at 20:00
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No there is not.

And for your next question: "Well then how can I do it with code?"

This link is one of the best examples of how to successfully accomplish this:

http://www.anthonyvictorio.com/salesforce/roll-up-summary-utility/

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