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

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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6answers
2k views

Adding Contact's Custom field & Showing Total on Accounts

Since the Roll-up Summary option does not work from Contacts to Accounts.. I have a custom number field on the Contact level (let's call it ABC), and I want to create a Field on the Account to show ...
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1answer
758 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 ...
24
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1answer
18k views

Do changes to rollup summary fields cause triggers to fire?

If a parent record has a roll up summary field, let's say to calculate the number of line items on an opportunity, if a new line item is added (and hence the value of the rollup field is changed), ...
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0answers
21 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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2answers
2k views

Rollup Summary Fields with multi currency are not working on Salesforce1

I have a Master-Detail relationship between two custom objects. A rollup summary field sums up a currency field on all detail objects with an specific record type. The Rollup summary field is ...
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0answers
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
29 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 ...
1
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1answer
224 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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1answer
517 views

Field isnt available to filter on in a roll up summary

I have a basic formula field in my child object: IF(AND( Date__c = (today()-365)),1,0) This is basically looking at a record and looking if it is in the last 12 months and then showing a 1 or a 0. ...
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1answer
46 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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1answer
28 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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1answer
43 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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2answers
1k 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 ...
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2answers
544 views

RollupSummary Child records to the Parent record that are the same object

I have a custom object (Apttus__APTS_Agreement__c) where I want to roll-up child records to it's parent record. Since this is on the same object, it cannot be a rollup summary field and has to be a ...
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2answers
493 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 ...
0
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1answer
511 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
1k 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
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1answer
863 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 ...
2
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1answer
110 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 ...
9
votes
2answers
934 views

A way to disable rollup summary field

Is there any way to disable (perhaps with some API) automatic rollup calculation for a while? I try to run a big data import into Salesforce, but I get UNABLE_TO_LOCK_ROW due to parent rollup ...
0
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1answer
114 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: ...
2
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2answers
634 views

Avoid referencing a roll up summary field from child record

In reading the documentation on Roll-Up Summary Field, I found": Avoid referencing a roll-up summary field from a child record. The roll-up summary fields referenced from child records can have ...
0
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1answer
30 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
126 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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0answers
41 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 ...
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1answer
94 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
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1answer
23 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 ...
1
vote
1answer
1k views

Field Missing from Aggregate Fields in Roll-Up

Just trying to implement a roll-up summary field that will look at closed won opportunities against an account and show the sum of the amount. When I get into the roll-up field creation I have ...
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0answers
33 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 ...
1
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1answer
64 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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0answers
55 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
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1answer
252 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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0answers
94 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 ...
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1answer
110 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
159 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 ...
12
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3answers
43k views

How to write a rollup summary trigger for a lookup relationship

Is there anyway to update a rollup summary field with lookup relation ship for a custom object. How can we achieve this using triggers ?
0
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1answer
292 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
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1answer
30 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
88 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 ...
5
votes
2answers
12k views

What is the diffrence between formula field and Rollup summary in Salesforce?

I have a confusion on whether to go for formula fields or roll up summary fields in some scenarios. As we can calculate the aggregate values in formula fields also, then why/when should we go for Roll ...
0
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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
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2answers
679 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
126 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
432 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
votes
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
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1answer
81 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
votes
1answer
229 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
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0answers
145 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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