Questions tagged [roll-up-summary]
roll-up summary fields calculate values from a set of related records, such as those in a related list
208
questions
0
votes
1answer
20 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 ...
0
votes
1answer
98 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 ...
1
vote
2answers
69 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 ...
1
vote
2answers
30 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 ...
1
vote
0answers
103 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 ...
0
votes
1answer
47 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, ...
2
votes
1answer
37 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 ...
0
votes
0answers
15 views
On the fly roll-up Report
I'd like to be able to create a report showing a roll-up summary of Campaign Members per Campaign, where different date fields on the Campaign Member are summarized using a common date range.
For ...
0
votes
0answers
52 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 ...
0
votes
1answer
33 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 ...
0
votes
1answer
207 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=...
0
votes
1answer
37 views
Rollup on Contact based on custom object
I have a object Donations which is a part of managed package that holds multiple donations made by a contact. Donations object has a look up relationship to Contact. I tried using DLRS on Contact to ...
7
votes
2answers
238 views
Why aren't roll up summary fields allowed for Lookup Relationships?
I'm struggling to find a particular use case where Roll up summaries wouldn't work for lookups.. Please share if there is a valid reason why they're only available for master-detail relationships.
0
votes
0answers
13 views
How to track unique # of task contact at an account level in past 90 days
I'm trying to report on how many unique task contacts were emailed or called in the last 90 days in Salesforce. What is the best way to achieve this?
1
vote
1answer
88 views
Need a Rollup summary on Account to look at a field on the Contact object. Need help with Declarative Lookup Rollups Summaries Tool
I created a new field on the Account object called "Account Engagement" I was trying to do a rollup summary on the Contact object but I can't. Did some research on this and download the Tool ...
0
votes
1answer
322 views
Sum of opportunity amount on account records [duplicate]
I have one field that calculates last year's sum of donation amount using a managed package. My requirement is to create a new field on Account object to calculate sum of total opportunity amount from ...
0
votes
2answers
47 views
How to identify the occurrence of 2 identical instances of an object? without using APEX code or Triggers
SObject: Student[Parent] and SObject: Exam[Child] (master-detail relationship)
An exam candidates who has to take 15 types of exams, and where he can only take an exam maximum twice. If he fails more ...
0
votes
1answer
18 views
Average of orders placed by an user
I have a requirement where I need to get the average number of Users who are placing orders each month. If I get the count using Roll up summary field, it will be the copmplete count of the year and I ...
0
votes
1answer
219 views
DLRS Relationship Criteria Error
I am working on a DLRS and am not quite sure where I am going wrong. I keep getting an error on the Relationship Criteria fields. Here is the error message:
Error:
Relationship Criteria: ...
0
votes
1answer
39 views
How to create a validation rule to deny all users creating new records except one
I have a roll-up summary filed which is calculating the number of child records.
If the number of child records is greater than 2 I need to deny all users from creating new records except one.
I ...
1
vote
1answer
123 views
Is it possible to roll-up summarize child records based on a lookup field?
I'm not sure whether this works or whether I'm doing something wrong so here goes:
I want to have a COUNT rollup summary field that summarizes opportunity products that have a value in a lookup field. ...
0
votes
1answer
65 views
roll up summary involving a formula field in another object
The client has a field in the Account, which is a roll up summary (sum) of a formula column in Opportunity. Let's call the formula field in Opportunity oppFormulaField.
The formula field is not ...
0
votes
1answer
56 views
Check a checkbox in parent when the field of child is true
I have a field in Opportunity material which is a related list in opportunity object.That field in opportunity material is a formula field that return value true or false.
I need to check a checkbox ...
0
votes
1answer
85 views
Rollup Opportunity amounts on a Custom object using user account as middle man
I've been on this journey to get a more complex report done, and after trying out various methods (joined reports, custom report types, various rollup apps) I still haven't gotten anything to work.
...
2
votes
2answers
531 views
FOR Loop NOT being executed w/ NO errors
The trigger is firing, there are no errors, and it is running through all of the code, except the FOR loop w/ the SOQL query.
THE QUESTION
Why is the trigger not jumping into the FOR loop?
THE ...
0
votes
1answer
74 views
How to collect summary data into custom object with formulas
We have a custom object which would be used for reporting.
This custom object has a Sales Rep lookup field attached, so each object will have a link to a Sales Rep.
We would like to collect the SUM ...
2
votes
1answer
183 views
How to roll-up Custom Object field values onto Standard Campaign Object?
I want to create custom roll-up summary fields on the Campaign object from a custom object/field like Appointment__c.Price__c or Invoice__c.Amount__c.
But roll-up summary doesn't give me access to ...
0
votes
1answer
28 views
Change Data Type
I have a field in production number_of_requests__c type Number (18, 0), the entered data is copied (on save) to another field number_of_case__c type Number (6, 0) of another related object.
In the ...
0
votes
1answer
95 views
Automation process based on count roll-up summary field
I have an automation process based on the returned value from a count roll-up summary field.
For instace I have two statuses.
Primary status
Secondary status
Let's say the user creates two records. ...
0
votes
1answer
42 views
Trigger Test fails because check for roll-up field value in Trigger finds old value
I have a trigger on a custom object, Subscription__c, (child of Account) which is supposed to give the Account TelemarketingPrioritizedFor__c = 'Winback' if, and only if, the field ...
0
votes
1answer
134 views
DLRS - SOQL Error and returning text
I am trying to create a rollup field using the DLRS tool. However, I am running into multiple problems.
Ideally, I would like to have my field find the most recent activity date and return the ...
0
votes
1answer
116 views
Update Roll up summary filter from Apex?
I have a roll up summary field on one of my objects. Because roll up summary fields do not support smart dates or formulas, I am forced to manually input a specific date range that I want to summarize ...
5
votes
1answer
123 views
Prevent New Child Record without triggers
I am trying to find the best method, that will work both in classic and lightning, to prevent a user from creating a more than 1 child record from a parent object; e.g pressing 'New' on a related list....
3
votes
1answer
324 views
Recalculate percentage of roll up summary field with process builder when a new record is added
I have object A that has the roll up summary field that sums the total price fields for records in object B. I have a field on Object B for sales tax that calculates based on the roll up summary in ...
0
votes
1answer
378 views
Rollup summary field criteria
There is a Show__c object lookup on Opportunity.
On Account, I want to create a roll-up summary field to get the sum of all the Opportunities for the current Show__c. When the show for the current ...
0
votes
2answers
160 views
Method to limit total number of child + grandchild records
I have a Master object object called Application__c and the child object is Credit__c .
I have another object called Credit_Plan__c ,which is the child object of Credit__c.
(Application__c <=== ...
0
votes
1answer
48 views
Rollup Help needed
I am using a tool called "Declarative Lookup Rollup Summaries Tool" by Andrew Fawcett in Salesforce Enterprise Edition. I have a sales team that makes outbound calls. I am looking for a way to count ...
0
votes
1answer
140 views
Cross object rollup summary
Products belong to family "ABC".
to achieve this i tried creating formula field on Opportunity Product to pull the family value from Product. But i can't use formula field on rollup summary's filter ...
1
vote
1answer
215 views
Roll Up Field of Open & Closed Activities on Account - Using an APEX class
The use case is that I am trying to have a roll-up field on the account object that is a sum of the total # of Open and Closed activities on the account. This would be easy with a Trigger, but I want ...
0
votes
0answers
240 views
Deployment Error “Summarized field must be on an object that is a detail of object containing summary”
I receive the following error message
“Summarized field must be on an object that is a detail of object containing summary”
when deploying a roll-up summary field.
Created a brand new rollup ...
0
votes
2answers
310 views
how to create a roll-Up Summary Field in the User object?
Please tell me how to create a Roll-Up Summary Field in the user object ? I can't create this field because I need a master-detail relationship " you can't create this type of field on this object ...
0
votes
1answer
129 views
Unable to create a Master-detail link on Campaign Member
I have a scenario where I have to roll up the count of active campaigns that a contact is enrolled in.
To achieve this, I tried to create a master-detail on the Campaign Member to the contact. But I ...
0
votes
1answer
897 views
Roll-up Summary field | OR filter criteria
I have a Roll-Up Summary (SUM Opportunity Product) field. The field gives an option to Only records meeting certain criteria should be included in the calculation which is really good because it ...
0
votes
1answer
173 views
Rollup Summary not calculating in Test Setup
I am at a loss. I've scoured this forum and others, but haven't figured out why this is happening. I'm re-querying and everything, yet the COUNT rollup is coming out as zero (expected is 1).
Field ...
-3
votes
1answer
66 views
Calculating Rollup Fields in Lookup Relationship (For Example: Account and Opportunity)
I have written a trigger for my scenario, where I want the Sum of Amount of all the Opportunities to be stored in a custom field "Total_Amount__c" in Account Object whenever there is an update in ...
0
votes
1answer
57 views
Why does this Opportunity Validation Rule Evaluate to “Error”?
Validation Rule:
GP_Locked__c && ISCHANGED(Total_GP__c)
We are only editing the opportunity record, Ticking the GP_Locked__c Field (Boolean), for the purpose of locking the $GP amounts.
And ...
0
votes
2answers
537 views
Validation rule not working with Rollup Summary field
I have a rollup summary field which just calculates sum of weights from child records and I am trying to apply a validation rule that if IsActive = true && Sum_of_Weights != 100 then throw an ...
1
vote
1answer
314 views
Roll-up summary field - limit on the records to be summarised
Is there any limit on the number of records that can be summed up or in general summarised? I do not see any constraint on this matter in salesforce documentation but I still need to be really sure ...
1
vote
1answer
352 views
Count Unique child records
I have 2 custom objects sharing a master detail realtionship. Object A is the parent, Object B is the child. Object B has a lookup field to contact. I want to create a filed on object A that will ...
2
votes
1answer
259 views
Does Journey Builder's Salesforce Data detect rollup changes?
The title is pretty straight forward. Do you know if Marketing Cloud's Journey builder's Salesforce Data Entry Source detects roll-up changes as an update, or does it ignore it and not consider it an ...
