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Questions tagged [roll-up-summary]

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

0
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1answer
13 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
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1answer
28 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
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1answer
29 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
43 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
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1answer
20 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
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1answer
19 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
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1answer
40 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
490 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
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1answer
39 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
87 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
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1answer
21 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
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1answer
27 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
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1answer
38 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
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1answer
47 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
37 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
107 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
98 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
63 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
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2answers
84 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 <=== ...
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1answer
40 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
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0answers
43 views

Test Roll-Up Summary field with MIN Decimal for Data calculating

I tried everything in this test and I really don't know, how to do that right. It's 3 Objects: A has a Number (Decimal) field. B has a Lookup field to A, Master-Detail to C and Number field for ...
0
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1answer
91 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 ...
0
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0answers
41 views

Way to fire WFR on 1object(Assets and Opporutnity Products) based on changes on field of another object(Products)

I have a custom field - Prod_Value_Currency_Field__c on Product2 standard object and 2 formula fields, one on OpportunityLineItem (OLI_Value__c) and Asset (Asset_Value__c), which takes the value of ...
1
vote
1answer
86 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
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0answers
87 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
107 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
63 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
353 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
78 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
59 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
41 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
302 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
221 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 ...
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0answers
40 views

Roll up Summary Field

I have created a roll up summary field on the parent (Financial Account) record to summarise the child records(Financial Account Role) Allocation Percentage field. When I try to update the child ...
1
vote
1answer
248 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 ...
1
vote
1answer
135 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 ...
1
vote
1answer
115 views

Count of Child Objects & Update it Grand Parent Field

We have 3 objects Obj A,Obj B & Obj C. Obj C has Master Detail Relationship with Obj B & Obj B has Master Detail Relationship with obj A. Obj A is the Grand Parent Object of Obj C. What I ...
0
votes
2answers
54 views

Updating a field on Account level, from field on Contact

This sounds like it should be super simple; and I can't believe I can't find documentation to support my assumption. I have a field, MDID (managed department ID) on the contact level, and I'd like ...
1
vote
2answers
132 views

Verifying required number of attachments before allowing approval - Two ideas not sure which to use

I have two different business units that are wanting ways to verify that an object as well as certain related (not necessarily master-detail) objects have a specific number of attachments before ...
0
votes
2answers
240 views

Roll-up Summary on Lookup Relationship (MAX)

I’m trying to do a roll-up summary type calculation on a lookup relationship. I have a custom object called Call Report with a Lookup to Account. I want to get the “Latest Call Report Meeting Date” ...
-2
votes
1answer
1k views

How to calculate COUNT, SUM, MIN, MAX on Custom object using trigger?

I have 2 custom objects Parent__c and Child__c. Which is having look-up relationship. How to calculate COUNT, SUM, MIN, MAX using trigger? I have the below code which can only SUM, But I want COUNT, ...
0
votes
1answer
16 views

How to add EVENT field details to the Campaign Statistics section?

There are 2 parts to this: Rather than create a report (that I have already) I want users to find out the following How many 'events' have been created to every campaign? (SUM) How many of them were ...
0
votes
0answers
69 views

Does master record (having rollup summary field) always get updated when a child record is updated?

Does master record (having rollup summary field) always get updated when a child record is updated regardless of the change in value of rollup summary field? In short, will the last modified date ...
5
votes
1answer
965 views

Update custom Lightning Component on Master when Detail “Related List” Component edited

I have a custom Lightning Component on an Opportunity Record FlexiPage, that shows a Master-Detail relationship Rollup Calculation (e.g. the count of detail records). After adding an item via the "...
1
vote
2answers
41 views

DRLS in Salesforce Professional edition

Is it possible to use DRLS in Salesforce Professional edition(PE)? I've found the article that describes that it is easy using Process builder. However, here is an issue, there is no way to invoke ...
0
votes
0answers
164 views

Declarative Lookup Rollup Summary (DLRS) lookups wiped - possible bug?

I just noticed that the lookups that I had set up with DLRS have changed without any input from me. Trying to understand whether or not this is expected behavior. Specifically: - all of the fields I ...
0
votes
1answer
72 views

Self-reference error during a roll-up summary calculation

Up until this point I was of the belief that roll-up summary operations didn't interfere with custom Apex and were calculated quietly in the backend. However, I am seeing otherwise. Consider the ...
0
votes
1answer
23 views

Want to be able to validate the Child field to not exceed the Parent field (multiple child records and multiple fields)

I'm trying to write a trigger that would basically identify the value of a field on a parent Case. Then, make sure that the value that is entered in the child field (on ALL child cases together) is ...
0
votes
1answer
71 views

Unable to obtain exclusive access: Master - Detail

We have a master detail relation from custom Invoice object to Account. There are bunch of roll-up summary fields on account calculated from invoice. Other than roll up no where we have logic in ...
7
votes
1answer
159 views

How to differ between rollup-summary and formula fields using APEX Schema functions?

I'm using describe functions to retrieve a DescribeFieldResult. Now on an Object I have two fields: one is a formula and the other is a rollup-summary. How can I differentiate between these two "types"...