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? Nov 24, 2014 at 19:56

2 Answers 2


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. Dec 4, 2014 at 20:00

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:


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