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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1answer
25 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
18 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
26 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
217 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
109 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
31 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
141 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
47 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
37 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
15 views

On the fly roll-up Report

I'd like to be able to create a report showing a roll-up summary of Campaign Members per Campaign, where different date fields on the Campaign Member are summarized using a common date range. For ...
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0answers
61 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
44 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
254 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
37 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
298 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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0answers
13 views

How to track unique # of task contact at an account level in past 90 days

I'm trying to report on how many unique task contacts were emailed or called in the last 90 days in Salesforce. What is the best way to achieve this?
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1answer
116 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
423 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
47 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
19 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 ...
0
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1answer
249 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
39 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
187 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
83 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
58 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
93 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
545 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
100 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
196 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
30 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
103 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
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1answer
42 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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1answer
156 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 ...
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1answer
141 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
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1answer
123 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
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1answer
366 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 ...
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1answer
420 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 ...
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2answers
169 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 <=== ...
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1answer
48 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 ...
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1answer
155 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 ...
1
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1answer
252 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 ...
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0answers
272 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 ...
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2answers
350 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 ...
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1answer
158 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
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1answer
995 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
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1answer
185 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 ...
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1answer
68 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 ...
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1answer
60 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 ...
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2answers
591 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
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1answer
327 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 ...