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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20 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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25 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
13 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
31 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
27 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
78 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
72 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
27 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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102 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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39 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
78 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
23 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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29 views

I need an “always up to date” ARR value in my accounts, based on opportunity values and dates

Hello Salesforce people, I have something I am trying to do in Salesforce, and I am coming up on a lot of limitations within the platform, and I wanted to ask the best way to do what I am trying to ...
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1answer
53 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
176 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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0answers
49 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
218 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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89 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
88 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
141 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
251 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
28 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
74 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
1k 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
578 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
104 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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0answers
410 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
49 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
70 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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0answers
139 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
210 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
501 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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1answer
42 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 ...
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2answers
813 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.
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1answer
299 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 ...
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1answer
1k 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 ...
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2answers
49 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 ...
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1answer
24 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 ...
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1answer
499 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: ...
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1answer
70 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 ...
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1answer
676 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. ...
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1answer
290 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 ...
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1answer
112 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 ...
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1answer
222 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. ...
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2answers
637 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 ...
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1answer
393 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
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1answer
300 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 ...
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1answer
45 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 ...
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1answer
196 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. ...

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