Questions tagged [roll-up-summary]

roll-up summary fields calculate values from a set of related records, such as those in a related list

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23 views

I can not select opportunity's amount field or expected revenue field while setting up a roll up summary for Account [closed]

I can not select the opportunity's amount field or expected revenue field while setting up a roll-up summary for the Account object. I don't understand this. Amount and expected revenue for the ...
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21 views

Roll up summary field max value in database

I want to export Roll up summary fields to external system. What should be database column length. Should i use int, bigint or any other data type. I was just doing testing in my org and roll up ...
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1answer
46 views

How do I use the merge field in the formula field which is rolled up?

There are three objects: Room: Field - Price(Currency) Customer: Field - Total Amount(Rollup-(Amount)) Booking: Field- Amount (Formula-currency). -> Booking has master-detail relationship with ...
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24 views

Is there a way to count number of opportunity line items on opportunity with out generating event(like formula field)?

Is there a way to count number of opportunity line items on opportunity with out generating event(example: formula field)? I know we have ways to get it (using Rollup summary 2.Apex). But both of them ...
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1answer
20 views

Is there a way to display most recent Status from custom child object on custom master object?

There are two objects and they have a master-detail relationship. Object1 'Course' | Object2 'Sessions'. Is there a way to display Session Status of most recent Session record on Course Object? and ...
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28 views

How to create roll-up summary field on Master Object to display Status of most recent line item?

The relationship between the objects is Master-Detail. Object1 - Ticket | Object2 - Tasks. I'd like to display Status of most recent Task (line item) record on Ticket Object. How can I achieve this? ...
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1answer
74 views

Roll up summary criteria dropdown missing a few fields

I have an field that i am trying to create that will do a rollup count on opportunity products. I have a field called "Product Code". I want to use the rollup summary filter to say "...
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2answers
86 views

Is there a way to rollup a field from child to grandparent? [duplicate]

i've a custom object Score has to be rollup to grand parent Account. Score-project-account is the lookup currently. How to get count of a field of score onto account?
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77 views

How can I select "AccountTeamMember" in the Summarized Object in create field?

I'm trying the create a Roll Up Summary Field that use the TeamMemberRole, but I can't see the name of the Object in the options (see the pic). Somebody told me that I have to create a field type ...
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2answers
144 views

Do we need Edit access on Parent record if they have Rollup Summary

I have a child object which has a Master detail relationship with Account. There are some rollup fields on account. Now whenever I'm trying to create a new child record using a user who does not have ...
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1answer
77 views

Bypass the trigger fired by Rollup summary field update [duplicate]

I have a use case where we want the Opportunity owner to be always owned by a Sales User, as sometimes a non-Sales users creates an opportunity & forgets to change the owner to Sales user as Sf ...
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73 views

Declarative lookup rollup summary not working

I want to count total number tasks where subject = 'Call' related to a contact. I am using declarative lookup rollup summary package for to create the rollup field. When I try to save the record, it ...
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10 views

Which object holds the type of activities information

I want to create a rollup summary field on contact object to count total number of times an activity has been logged. For example, log a call, log a meeting, and log an email. I want to know which ...
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1answer
243 views

Rollup summary field between multiple objects

I have 4 objects: Contact, Attendee, Events, and Event Category. I want to create a rollup field on the Contact object to count total number of Events (where event category = Training) attended by ...
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1answer
176 views

Count activities on contact object

Is it possible to create a rollup summary field on Contact to count the activities. For example, count the total number of times 'Log a call', total number of times 'log a meeting', and total number ...
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Formula Assistance Needed

Utilizing the below formula on reports showing the calculations for quote lines QL. Herebisbthe problem, when changing prior QL to another products that has pairing products and x referencing the ...
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1answer
30 views

Issue with counting records in flow during mass upload

I have a one to many relationship between Project and Insurance. When a record is created on Insurance object, it needs to get the Project record and then count how many Insurance records are present ...
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17 views

Add all acounts in hierarchy including parent account

I have a scenario to create a field to show the total number of all accounts in hierarchy including the parent account. For example, add ‘Projects’ field that calculates number of account in hierarchy ...
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61 views

Can a change to a roll-up summary field fire a record-triggered flow?

The SF Documentation states A roll-up summary field can trigger workflow rules and field validations. Does this extend to record-triggered flows as well?
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24 views

Roll-up summary field on After update Triggers [duplicate]

I am trying to compute a currency field in Account on After Update Trigger. This will fire when "Number A" field on one of its related Opp is updated. On the code, I am using a roll up ...
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35 views

What is the recommended way to filter a child object from the parent object through SOQL

I have a child object that I need to create which would be related to Opportunity. Let's call it RepPay. I wanted to know what is the best way to create this relationship for querying purposes which I ...
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1answer
551 views

Using TODAY() in filter criteria field for roll-up summary

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 ...
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1answer
172 views

Roll up summary field showing wrong value

I created a rollup summary field "One Off Charge" that will summarize the currency field of the child records. I encountered a problem where on the UI, its showing 10,000.00 but when I tried ...
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1answer
65 views

How to mimic roll-up summary in formula field

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 ...
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1answer
431 views

Do Roll-Up Summaries ALWAYS Cause Trigger Execution?

Per the Save Order of Execution [link]: If the record contains a roll-up summary field or is part of a cross-object workflow, performs calculations and updates the roll-up summary field in the parent ...
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1answer
321 views

Declarative Rollup Summary - error

I want to create a Declarative Rollup Summary , but I hit the following error : dlrs_pse_AssignmentTest.testTrigger System.DmlException: Insert failed. First exception on row 0; first error: ...
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1answer
162 views

Can the opportunity be the parent and child object?

We have two Opportunity record types: Parent and Child. I've added a lookup field on the Child record to be able to link it to its parent record. Hence, there is a "Child Opportunities" ...
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382 views

Standard Field not available for Roll-up Summary

I am creating a series of Roll-up Summaries on the standard WorkOrder Object, summarizing the standard TotalPrice field on the WorkOrderLineItem Object. However, this field does not appear on the ...
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63 views

How to populate count/sum of certain fields (Number datatype) in a custom object?

Custom object "A" should have certain fields like "Number of Contacts with training date" and "Number of Contacts Last Trained". Currently "A" has look-up ...
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1answer
269 views

Roll-Up Summary field filter limited in number of added criteria

I have two objects object A ( Master ) and object B ( Detail).I am trying to create a rollup summary field on master A object of Select Roll-Up Type Count. However, when I try to add a criteria to the ...
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1answer
36 views

when is rollup summary field calculated if there is insert and update in same transaction? [duplicate]

If My master record has one child record and I am updating a child record and making is_Active field on it false and then creating a new record which has is_Active = true in the same transanction will ...
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1answer
111 views

Apex Validation Rules bypass for Child records during Bulk Insert/Update

There is custom object Member__c which has lookup relationship with Opportunity. Member object has a Custom Picklist field 'Role'. This Role field has certain value. User can create multiple Team ...
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1answer
647 views

Report: "SUMIF" within Summary Level Formula

I am looking to create a sort of customer retention report to essentially highlight accounts that did business within us in the past 1-2 years, but haven't since. Specifically we want to identify ...
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105 views

Out of the box rollup field NumberOfOpportunities on Campaign is not calculating

So i have two campaigns one in production one in our dev, both have the the same data with minor differences in text fields. Then i've created opps from the related list page on these campaigns and i'...
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1answer
453 views

Custom Roll Up Summary - Batch Apex/Trigger/etc

I want to make a roll-up summary-like field between two objects with a lookup relationship. The relationship can't be changed into master-detail so I'm writing some custom code to do this. Since it ...
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123 views

Process Buillder field updates on child record trigger multiple flow interviews for PB on parent record

I came across this "issue" yesterday which I cant figure out if it's an expected behavior or something is wrong. I have 3-4 roll-up summary fields on the Order Object summarizing amounts of the ...
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1answer
255 views

Adding Fields for Rollup Summary- Default 5

I need more than the five available. Where can I define the usage amount? Usage is set to 5. Limit is set to 25.
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1answer
377 views

Self Relationship field use

I am having account hierarchy, i.e. there is one parent account and multiple child account. They are connected through Hierarchy relationship field which is lookup on the child account, i.e. on the ...
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1answer
594 views

Rollup Summary field is deleted, but the dependency still exist

I have created two objects School and Teacher. School fields - School name, location, pincode. Teacher fields - Teacher name, salary (number datatype), qualification. Now i created a rollup summary ...
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1answer
63 views

SUM of all values on a custom field

I have a custom object and have a custom currency field called salary. I want to find the sum of this salary field using a formula field. Is this possible? I am not using master-detail and roll-us. ...
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1answer
146 views

Nonprofit Success Pack (NPSP): Filter Group

I'm attempting to create a rollup summary on the Account Object for related a field on related Contacts. I'm using NPSP-Customizable Rollup-Filter Groups. The end result will be the combined weights ...
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1answer
2k views

Roll-up summary field using PB + Flow

We have 2 objects - ObjectA and ObjectB. Object B has a lookup to ObjectA (so ObjectA is parent and ObjectB is child). We need to calculate no. of Active ObjectB records and show it in ObjectA record ...
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2answers
1k views

Roll-up summary can't access field for filter criteria

I got an issue with roll-up summary field, I'm trying to create a cumulative summary field that count the number of Contact with the role X associated to my Account. So I go to Account which is the ...
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2answers
212 views

Alternative of master-details relationship on standard and custom object sult

We have two object Opportunity(Standard) and Result(Custom), Now many opportunity connected to result object and we want some of opportunity amount to result object(like rollup), But We can't ...
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554 views

Rollup Summary fields are not updated

We have built a custom lightning page showing account summary in the top and users can create income and expense (custom object) as child records to account. We have rollup summary fields on account ...
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1answer
56 views

How to identify similar records in a List and then updating corresponding fields

trigger setCertificationToFailed on Exam__c (after update) { List<Exam__c> ExamList = new List<Exam__c>(); ExamList = [SELECT Id, Exam_id__c, Exam_state__c, doNothingExam__c, ...
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1answer
188 views

How to Change a Custom Field to a Roll-up/Formula Field

I have a custom field on the Account object that had been getting populated by an external data source. We are making changes and will no longer be populating the field from the data source but are ...
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200 views

Using DLRS to roll up to the Contact from an Opportunity

I am attempting to roll up the total giving amount from the opportunity object onto the Contact record using DLRS. Attached is a screen shot of the rollup summary I built. I did not get any errors ...
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1answer
402 views

Is there any way to force an update to systemmodstamp based on a formula/rollup value changing if the record itself wasn't modified?

If I have modified a formula or rollup field such that the returned values change on a given record, it doesn't update the record's systemmodstamp, since the record itself hasn't been edited. Is ...
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1answer
587 views

Refresh standard page in Lightning Experience

I have a formula data field on an object which is not reflecting updated values when viewing it in Lightning. This is directly related to the known issue https://success.salesforce.com/issues_view?id=...

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