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

2
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1answer
61 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
19 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
18 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
36 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 ...
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0answers
12 views

Advanced Currency Management & Rollup Helper

I have enabled ACM and also using Rollup Helper for roll-up summary fields. The fields are however using the static currency rates, is there any way it can show the dated currency rates instead?
0
votes
1answer
41 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
32 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
104 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
74 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
35 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
76 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
39 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
37 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
votes
1answer
78 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
votes
0answers
39 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
66 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
69 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
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2answers
81 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
52 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
228 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
72 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
54 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
31 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
233 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
200 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 ...
0
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0answers
39 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
239 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
119 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
95 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
48 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
118 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
197 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
941 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
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0answers
61 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
900 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
38 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
141 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
62 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
22 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
59 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
148 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"...
0
votes
1answer
271 views

rollup summary in after update triggers

I have a strange case. I have after insert trigger on quote and this formula that populates a field on quote: IF (Opportunity.is_amount_outstanding__c == False && Opportunity....
1
vote
1answer
60 views

DLRS Rollup not working with tertiary criteria

I learned a new requirement that now the rollups must be filtered on a third criteria. (This will mean creating 62 new fields to capture the rollups... but I digress). So I added this new, tertiary ...
0
votes
0answers
85 views

Cross Object RollUp Summary with a Formula

I have a custom object called 'transactions' associated to the standard Asset object. The Transaction object has multiple formulas to calculate $ amounts per product. We then used a formula on the ...
0
votes
0answers
38 views

Quote+QuoteLineItem interaction: Triggers VS Process Builder

I have this scenario: Quote object has some fields that sum up values from the QuoteLineItems; Some updates in Quote may change the value summed up by the Quote; Other updates in the QuoteLineItem ...
0
votes
1answer
151 views

What are the implications of trying to modify a rollup summary field?

I have tried manually modifying it and it seems possible, but I am not sure if there are any unintended side effects. My requirement is to have a logging summary table that rolls up the details of ...
0
votes
2answers
162 views

Roll up summary field value is not detected in trigger old and trigger new

Roll up summary field value is not detected in trigger old and trigger new Is there any workaround?
1
vote
1answer
327 views

Alternative of Rollup Summary field on cross object formula field

I have a formula field with return type 'currency' and it uses a custom setting field in formula Formula is something like this :- IF(AND(Invoice_Date__c < $Setup.New_Cust_Sett__c.date_field__c ...
0
votes
2answers
203 views

Rollup the values from child object to parent

Order has Multi select pick list field name status. Order product has pick list field name status. Both of them have same values. My requirement is Order field should roll up from order product (Which ...