Questions tagged [roll-up-summary]
roll-up summary fields calculate values from a set of related records, such as those in a related list
258
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Roll-Up Sum field - extend criteria
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 ...
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2
answers
47
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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 ...
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0
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19
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How to solve: ERROR: This Target field is already in use by an active Customizable Rollup?
I'm working in the NPSP Cloud and trying to create a new Rollup
I don't get the error. I already have the same set up for Total Gifts 2 years ago:
and then I have the same one for 1 year ago:
I ...
1
vote
1
answer
39
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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 ...
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1
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41
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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 ...
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1
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51
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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 ...
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0
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1
answer
100
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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.
...
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1
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107
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 ...
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2
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241
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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 ...
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1
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75
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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 ...
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27
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Validation rule that flags if File is not present on opportunity object?
I want to prevent users from from changing a stage if no files are attached. I have installed Declarative Lookup Rollup Summaries (DLRS).getting below error. any idea how to solve this
"Apex ...
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1
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48
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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 ...
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1
answer
155
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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 ...
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96
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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 ...
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2
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218
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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 ...
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1
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1
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40
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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 ...
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0
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244
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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, ...
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1
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610
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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)...
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1
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1
answer
183
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 : ...
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42
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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 ...
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2
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4k
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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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1
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257
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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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1
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85
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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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2
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1
answer
183
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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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0
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135
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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
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241
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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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1
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499
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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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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 ...
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76
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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
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1k
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
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991
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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?
2
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2
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249
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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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2
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787
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
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439
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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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1
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796
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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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1
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1k
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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
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336
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 ...
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0
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869
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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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186
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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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1
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3k
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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1
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597
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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
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1k
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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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1
answer
1k
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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
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778
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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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1
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639
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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
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0
answers
860
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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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166
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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
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521
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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
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563
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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 ...
0
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1
answer
327
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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