Questions tagged [roll-up-summary]
roll-up summary fields calculate values from a set of related records, such as those in a related list
235
questions
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1answer
25 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 ...
0
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0answers
15 views
Declarative lookup rollup summary not working
I want to count total number tasks where subject = 'Call' related to a contact. I am using declarative lookup rollup summary package for to create the rollup field. When I try to save the record, it ...
0
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0answers
8 views
Which object holds the type of activities information
I want to create a rollup summary field on contact object to count total number of times an activity has been logged. For example, log a call, log a meeting, and log an email. I want to know which ...
0
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1answer
38 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 ...
0
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1answer
27 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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0answers
10 views
Formula Assistance Needed
Utilizing the below formula on reports showing the calculations for quote lines QL. Herebisbthe problem, when changing prior QL to another products that has pairing products and x referencing the ...
0
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1answer
25 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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0answers
13 views
Add all acounts in hierarchy including parent account
I have a scenario to create a field to show the total number of all accounts in hierarchy including the parent account. For example, add ‘Projects’ field that calculates number of account in hierarchy ...
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0answers
23 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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24 views
Roll-up summary field on After update Triggers [duplicate]
I am trying to compute a currency field in Account on After Update Trigger. This will fire when "Number A" field on one of its related Opp is updated. On the code, I am using a roll up ...
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0answers
31 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 ...
0
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1answer
106 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 ...
0
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1answer
63 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 ...
0
votes
1answer
29 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 ...
2
votes
1answer
146 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 ...
0
votes
1answer
163 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:
...
0
votes
1answer
34 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
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0answers
175 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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42 views
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 ...
0
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1answer
120 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 ...
0
votes
1answer
24 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 ...
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0answers
47 views
I need an “always up to date” ARR value in my accounts, based on opportunity values and dates
Hello Salesforce people,
I have something I am trying to do in Salesforce, and I am coming up on a lot of limitations within the platform, and I wanted to ask the best way to do what I am trying to ...
0
votes
1answer
69 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
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1answer
298 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 ...
1
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0answers
60 views
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'...
0
votes
1answer
312 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 ...
0
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0answers
100 views
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 ...
0
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1answer
141 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.
-2
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1answer
199 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 ...
0
votes
1answer
347 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 ...
0
votes
1answer
34 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.
...
0
votes
1answer
100 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 ...
0
votes
1answer
1k 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 ...
1
vote
2answers
801 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 ...
1
vote
2answers
141 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 ...
1
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0answers
462 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 ...
0
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1answer
50 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, ...
2
votes
1answer
93 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 ...
0
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0answers
154 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 ...
1
vote
1answer
258 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 ...
0
votes
1answer
528 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=...
0
votes
1answer
43 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 ...
7
votes
2answers
900 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.
1
vote
1answer
373 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 ...
0
votes
1answer
1k 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 ...
0
votes
2answers
49 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 ...
0
votes
1answer
28 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
votes
1answer
565 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: ...
0
votes
1answer
86 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 ...
1
vote
1answer
834 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. ...
