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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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Can one roll-up summary field update a records before the other updates?

I have two roll-up summary fields that calculate the number of keywords on a project. The first field is calculating the total number of keywords and the second calculates the number of specific ...
Dan Kowalski's user avatar
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1 answer
35 views

When a Rollup Summary Field gets updated do they update the parent's last modified date?

I am trying to understand if we can use lastModifiedDate as a marker for updating and syncing rollup fields from salesforce objects?
Richa Verma's user avatar
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Roll-up Summary field filter criteria YEAR()

I have a roll-up summary field on a custom object and I want to use a filter criteria to show only records that have been created for the current year. This is not on a report, but when I am actually ...
jacques661's user avatar
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1 answer
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Roll-up summary in classic email template and query return showing 0

I can see roll-up summary number in Salesforce page. However, when I print it in a vf page classic email template, the number is showing 0. I ran a query in developer console and it also returned as 0....
Ian's user avatar
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How to create a Roll up summary field, activity on leads

I am trying to create a roll up summary field on the lead object that looks up to activity object and counts the number of activities that are not closed. But for some reasons it cannot do that, ...
Tomi's user avatar
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1 answer
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CMDT references in a formula field breaks rollups?

I have a formula field that is rolled up in a parent object. The field is of this form i.e. constants for the case values: <formula>IF ( ISPICKVAL(Status__c , &quot;...
Keith C's user avatar
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1 answer
157 views

Can we update datatype of roll up summary field

I have a requirement where I have to remove master-detail relations between two custom objects where there is roll up summary field on parent object. For removing relationship, there should be no roll ...
shakya-abhi's user avatar
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138 views

Roll-up summary : formula fields not showing in Field to agregate list [closed]

I have a custom object Opp__c which is a Master of a child (Detail) object Honorary__c. Honorary__c holds currency values (Amounts) calculated differently depending on the Record Type. I need to store ...
fredbe's user avatar
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how to get rollup summary of sum for all activity records in case object

i have an requirement.i am trying to have a rollup summary field on case object to get the total hours from all activity records. When you go to a case record and then go to the related section and ...
arghya's user avatar
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1 answer
176 views

Is DATEVALUE() not supported in formula fields to be referred in Rollup summary field filter

I have a formula field which references MONTH(DATEVALUE(CreatedDate)), but due to some reason this formula field is not visible in roll up summary field filter and I can't figure out the potential ...
Isha's user avatar
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How can I use Test.SetCreatedDate on a Child Object and get that value on a Roll-Up Summary Field Problem? [duplicate]

Context: I have a child object Child__c that has a parent Parent__c object. The Parent__c object has a Roll Up Summary field that displays the Minimum Created Date of all the Child__c records ...
Sergio Pedraza J.'s user avatar
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Roll-Up Sum field - extend criteria [duplicate]

I have a monthly amount roll-up sum field on my opportunity. The child objects are the opportunity products. Is there a way to exclude one specific product from this lookup? BR Alex Edit: So the pic ...
Alex M.'s user avatar
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2 answers
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Roll up license counts for current accounts?

having 2 issues with a similar blocker. Currently when Opportunities are marked 'Closed Won', we require a 'Contract Start Date', 'Contract End Date', 'Paid Licenses', and other fields. We then have a ...
Mark's user avatar
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1 vote
1 answer
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Scratch org has no Rollup Summary Limit for Case

Received an error when trying to create a scratch org that we have exceeded the limit of 25 rollup summary fields for Case. We have 31 such fields but Salesforce bumped us up to 35 some time ago. This ...
bullcitydave's user avatar
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DLRS Not Recognizing AccountId Field on CampaignMember Object

I'm trying to create a rollup using the DLRS tool where all the campaign names are concatenated in a free text field on the Account. However, the DLRS tool isn't recognizing the AccountId field on the ...
KB2021's user avatar
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1 answer
2k views

How to add a formula field that sums up all records from an object linked to another object record?

I have two objects: Session and Seance. Multiple Seance records will typically be linked to a given Session record. I'm looking into adding a formula field to Session that will sum the duration field ...
Sebbie's user avatar
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Roll-up summary field of formula fields that returns currency

Documentation it shows that SUM is only available for some types of data. Currency is one of them. I can't use my formula field to do the SUM of all of them. That's the structure of my child object. ...
devpbrn's user avatar
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658 views

Count child record with unique value

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 Account. I want to create a field on object A that will ...
SF Admin's user avatar
-1 votes
2 answers
1k views

Is there an Out-of-the-Box way to sum all Opportunity Products related to an Opportunity?

I am trying to sum the 'Total Price' of related Opportunity Products for a given Opportunity. I would like to then display that value on the Opportunity Page Layout. Is there an Out-of-the-Box way to ...
sp2's user avatar
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2 votes
1 answer
369 views

Why am I getting an error about recursive update in my trigger when I add a rollup summary field?

I have a trigger on a parent object that manages master detail child records. This trigger needs to check a given flag field on the parent record to determine whether it needs to process the child ...
Phil W's user avatar
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How do I use a merge field in a formula that is rolled up?

I have a formula on object Engagement__c. And when I try to use a value from Contact lookup in a formula with this code: (Contact__r.FirstName & " " & Contact__r.LastName) it shows ...
SFGest's user avatar
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1 answer
565 views

DLRS Relationship Criteria Error - is not valid

I am trying to filter my roll-up but I get the error that my filter is not valid. However it works on Workbench and when I query on the Dev Console celigo_sfnsio__Status__c = 'Open' OR ...
Lut's user avatar
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1 vote
1 answer
153 views

PushTopic query: triggering an event based on a roll-up summary field

I recently tried to add a roll-up summary field on a PushTopic query but I don't receive an event with the update when a change triggers a recalculation of the roll-up summary field value. Do changes ...
Maitake's user avatar
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2 answers
706 views

Group by 30min interval SOQL

I have below SOQL which runs fine to retrieve all hourly results for a given day (15-Aug in below example). I now need to break it down by 30minutes interval.Is that possible using a single SOQL ...
MBM's user avatar
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1 answer
204 views

Standard rollup fields performance consideration

From my research it seems that rollups do not consume CPU limit because they are part of DML. I am aware that rollups trigger parent object update. Am I correct to assume that there is no impact on ...
Arhael's user avatar
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776 views

DLRS: How to count all Files (without Notes) related to an Opportunity?

I created a DLRS (Declarative Lookup Roll-up Summary) on the Opportunity that counts how many Files are related to it. However, the count gives me both the Files+Notes and I only want the File count, ...
Lut's user avatar
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-1 votes
1 answer
2k views

Roll up summary using apex code

trigger BankAndCreditcardParentChildTriggerRollUpSummary on Credit_card__c (After insert, After Delete, After Update ) { Set<ID> BankIdSet = new Set<ID>(); if(trigger.isInsert)...
Nehal's user avatar
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1 vote
1 answer
447 views

Declarative Roll up Summary - How does it work when filter criteria changes

I am using the declarative roll up summary tool to create a lookup on Account object to sum over all net prices of Subscriptions using a filter criteria as Active Contract = 1(1,0). Parent Object : ...
RedDevil's user avatar
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110 views

Code Coverage On FinServ Batch Job

I am new to Apex and am having a lot of trouble getting the code coverage to 75% on the bellow Apex Class. I had previously posted on the dev forum for salesforce and got coverage up to 71% by just ...
Inez Hernandez's user avatar
4 votes
2 answers
12k views

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?
pt_5858's user avatar
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1 answer
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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 ...
Ernest's user avatar
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1 answer
140 views

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 ...
user2402616's user avatar
2 votes
1 answer
272 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 ...
Schnaps's user avatar
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1 vote
0 answers
271 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 ...
Manjot Singh's user avatar
  • 3,526
1 vote
1 answer
415 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 ...
Shruti Vaishya's user avatar
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1 answer
1k 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 ...
bujji's user avatar
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0 votes
1 answer
29 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 ...
Marci K. 's user avatar
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0 answers
153 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? ...
Marci K. 's user avatar
0 votes
1 answer
2k 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 "...
bart2puck's user avatar
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0 votes
2 answers
2k 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?
user97440's user avatar
2 votes
2 answers
409 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 ...
Cline's user avatar
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0 votes
2 answers
1k 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 ...
salesforce Developer's user avatar
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1 answer
857 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 ...
SMorse's user avatar
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0 votes
1 answer
1k 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 ...
Hari Ha's user avatar
  • 127
0 votes
1 answer
2k 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 ...
Hari Ha's user avatar
  • 127
0 votes
1 answer
686 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 ...
Krishnamurthy's user avatar
1 vote
0 answers
2k 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?
kabdelr00's user avatar
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0 answers
245 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 ...
leko's user avatar
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1 vote
1 answer
6k 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 ...
NMALM's user avatar
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0 votes
1 answer
967 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 ...
Arief Gunawan Tjiptorahardja's user avatar

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