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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

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Rollup Helper cannot calculate the summary of child's number formula field

I need a rollup summary of child's formula field, there is a master-detail relationship between objects but cross-object formula is not permitted to achieve it by standart rollup summary. So rollup-...
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A formula number field can't be used in rollup summary

The child object has two formula number field and when I want to create a rollup summary field on parent object, one of them is not available. What can be the reason of it?
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Roll-up Summary of Multi-Currency field not accurate

We have a Roll-Up Summary Field on Opportunity called "Net Deposits" that sums up the Sales Price of the Opportunity Products. We have enabled Multi-Currency for our org (Corporate Currency ...
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Create csv of children records on parent in master-detail relationship

I have a Master-Detail Relationship. Each Child record has a Name__c field. I want to create a child_names__c field on Parent that is a sorted-asc csv of of each Child's Name. Rollup-summary seems to ...
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Formula field with currency return type using other rollup return alot of repeating digits or zeroes values after the decimal places?

We have a scenario where We have one formula field with the currency return type, Now we are using this field in another Rollup field. Let me share one example We have this value CAD 50.00 (USD 38.76) ...
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55 views

Sum Field in Account objects for all accounts in hierarchy

Trying to understand how to sum a field in the account object (Lifetime_Sales__c) for all accounts in the hierarchy (include grand-child accounts if possible) and store the value on all the accounts ...
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1 answer
40 views

How to force calculation of Roll-Up Summary on "clone with Related"/"deepClone" action

We have a Roll-Up Summary field. It's a SUM aggregation of a field on custom childs of Opportunity. The field is set to "Automatic calculation (Recommended)". It usually works fine. For ...
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entity wise Content count

Iam trying to create a SOQL to list be below output. Iam trying to identify which custom entity has the highest count of Content basis the "Type". While this can be done using code, am tryng ...
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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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1 answer
107 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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34 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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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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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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1 answer
406 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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2 answers
417 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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2 votes
2 answers
138 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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360 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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1 answer
149 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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432 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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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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1 answer
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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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1 vote
0 answers
248 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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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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2k 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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376 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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1 answer
255 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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2 votes
1 answer
738 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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1 answer
510 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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341 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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1 vote
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522 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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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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1 answer
375 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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1 answer
104 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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1 answer
184 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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1 vote
1 answer
1k 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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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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1 answer
598 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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145 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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1 answer
309 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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-2 votes
1 answer
516 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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1 answer
852 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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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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1 answer
193 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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1 answer
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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1 vote
2 answers
2k 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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2 answers
380 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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623 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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1 answer
71 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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2 votes
1 answer
296 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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257 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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