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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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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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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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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55 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 ...
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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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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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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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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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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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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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637 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?
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120 views

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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56 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 ...
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Formula field with currency return type using other rollup return alot of repeating digits or zeroes values after the decimal places?

We have a scenario where We have one formula field with the currency return type, Now we are using this field in another Rollup field. Let me share one example We have this value CAD 50.00 (USD 38.76) ...
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147 views

Sum Field in Account objects for all accounts in hierarchy

Trying to understand how to sum a field in the account object (Lifetime_Sales__c) for all accounts in the hierarchy (include grand-child accounts if possible) and store the value on all the accounts ...
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2 votes
1 answer
105 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 ...
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entity wise Content count

Iam trying to create a SOQL to list be below output. Iam trying to identify which custom entity has the highest count of Content basis the "Type". While this can be done using code, am tryng ...
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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 vote
1 answer
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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 answer
198 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 ...
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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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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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659 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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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 votes
2 answers
190 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 ...
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550 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 answer
256 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 ...
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565 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 ...
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800 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 ...
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190 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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484 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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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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2k 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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475 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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1 answer
722 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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1 answer
1k 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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1 answer
611 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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470 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" ...
1 vote
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707 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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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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453 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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1 answer
286 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 ...
0 votes
1 answer
251 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 ...
1 vote
1 answer
2k 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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1 vote
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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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1 answer
703 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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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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1 answer
348 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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1 answer
627 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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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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