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
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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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3answers
3k views

Subquery aggregation

When I attempt to use the following code I get an error with the subquery aggregation. Is this not allowed in SOQL, or is there some other issue. If it is not allowed, what would be the best ...
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1answer
322 views

Rollup Helper Tool priority

I was wondering if you have a rollup helper tool which is active, and the same rollup summary in an apex trigger which is active, which one would take precedence. If they are both rolling up on the ...
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0answers
77 views

Validation Rule error

I'm having an issue with the following Validation rule, the issue only arose yesterday for the first time. The rule is as follows: AND( ISPICKVAL(Sync_to_Sage__c, 'Ready to Sync'), ...
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1answer
91 views

Sum of Cases on Account

I'm looking for easy way to create two Case related fields on the Account object: One should be a number, a sum of all Cases related to all the Contacts link to an Account The other should be an ...
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1answer
320 views

Issue with rollup summary apex trigger [duplicate]

I have the below code, but am getting the following error: "Didn't understand relationship 'Loan__r' in FROM part of query call. If you are attempting to use a custom relationship, be sure to append ...
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2answers
527 views

Auto assign iterative number to a field of a child object

I have an object Location and an object Space. A Location can have many Spaces. I have a rollup summary field in Location that counts the number of Spaces are in a Location. I want a field in each ...
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2answers
54 views

Summary Fields is not calculated in 1st attempt when using Inline Editing as well as Save Button

I have a requirement inwhich I am calculating field 'Net revenue Impact' field of all Opportunity products and display it in Summary field 'Net Rev Impact on FY' on Opportunity Object. Below is the ...
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0answers
53 views

Creating Average MRR Field

We use Monthly Recurring Revenue in our Org, with the Billings containing the "Revenue Amount" in a custom Billings object related to the Account. What I'd like to do is write an Average MRR field ...
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2answers
2k views

How to handle Roll Up Summary type Calculations WITHOUT using Master-Detail

I currently have an object called Opportunities__c with a child object related to it, Opportunities_Forecast__c via a Master-Detail relationship. The Forecast__c object contains two number fields that ...
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2answers
4k views

Why Roll-up Summary is not supported between Account and Contact in Salesforce? [duplicate]

Why salesforce does not support Roll-up Summary on Account for Contact as it is only supporting one standard object which is Opportunity ? I have checked for Roll-up Summary ( https://trailhead....
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1answer
1k views

How to create roll-up summary on currency field in multi-currency organizations?

I have Opportunity as master and OppDetail__c as detail (Opportunity__c field as Master-Detail(Opportunity)). I created two fields on OppDetail__c - first of type Currency and second of type Number. ...
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1answer
4k views

Master Detail and Roll up summary limits

How many master detail relationships and lookup relationships can we create on an object? (For Latest Salesforce Release)
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1answer
52 views

Roll Up Summary clarification?

I have created a rollup summary for Account in relation to Opportunity with the filter criteria: Stage EQUALS Negotiation/Review, Closed Won The above criteria give perfect results, but when I ...
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1answer
256 views

APEX Unit Test - test data with roll-up totals not as expected

I'm trying to write a Unit Test on a controller method that essentially runs a SOQL query on a Child object with __r reference to the Parent Campaign object. For test structure, I'm using a for loop ...
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1answer
497 views

How can I identify what is causing this Apex error?

Error Type: Batch Apex error Error Date: 2016-11-04 03:10:08 Message: "First error: Update failed. First exception on row 0 with id 003A000000uVn8nIAC; first error: ...
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1answer
125 views

Count the number of converted leads in the particular Account sobject

I try to a trigger that counts the number of converted leads on the particular account on using number field named Number_of_converted_Leads__c in an account. So I wrote the following in trigger: ...
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1answer
84 views

Leave balance - formula updates WITHOUT CODE!

I am using the standard user object and a custom object called "leave". The user object has a custom "starting leave balance" field, which is data from our legacy system (lets call this static field). ...
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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
850 views

How to prevent firing triggers by roll up summary fields

I have some roll up summary fields on parent object(account) to a child object (opportunities). When I make any changes on opportunities, roll up summary fields are automatically updated, and it fires ...
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0answers
143 views

WFR and Rollup Summary Field - RollUp has 20+ decimal places

In an org with multi currency enabled. Parent Object ISO Code set to USD Child field Amount = USD295.00 Corporate Currency is set to EUR and the Conversion Rate is set to 1,0000 Debug output of ...
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1answer
4k views

How are Roll-Up Summary fields calculated in the database?

How are roll-up summary fields (RSF) calculated in the Salesforce backend, and what exactly does "Force a mass recalculation of this field" do? Structure: We have 2 custom objects with a master-...
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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 ...
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2answers
400 views

How do I get data from another object which does not have a master-detail relationship?

I'm working for a nonprofit. We have a customized object called Program Participation which has a lookup to the Contact object and also is the parent of three other objects. We want to create a field ...
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1answer
1k views

roll up summary field on account related to opportunity

As we know, a rollUpSummary field can be created on the master object of a master-detail relationship. the relationship b/w account and opportunity are look up, then how it is possible to create a ...
0
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1answer
522 views

Roll-up summary field not update when insert parent & child records at same time

I have written trigger on child object for calculating rollup summary. Whenever child record insert, update or delete the sum of all child record tax value update in parent record. Code Snippet: ...
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1answer
80 views

updating parent id count will have not effecting from trigger helper class [closed]

I am updating one Parent To another parent on contact object. child record count will not work. Helper public void performOnAfterUpdate(List<contact> lstcon, Map<Id, Contact> oldMapCon) {...
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2answers
1k views

Process Builder works only when the record is being edited,Initial Creation throws error

We have a process builder which auto approves a quote based on a specific approval process with a criteria defined as discountpercent__c > 2.Wherein the field discountpercent__c is a rollup summary ...
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2answers
3k views

How to count the number of children accounts a Parent account has [closed]

I am having trouble figuring out a way to create a field within the Account Object that counts the number of children each parent account has. I can't use a simple roll-up summary field because the ...
1
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1answer
426 views

How to get 'Roll up summary field' in “Master Detail Relationship” on 'Detail page' using Formula?

Is it possible to get the 'Roll Up Summary field value' in the Master Detail Relationship on Detail page as well. Basically to get a copy of 'Roll Up Summary value' in Detail page as well for a ...
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1answer
2k views

Roll-Up Summary field is not calculating

We have a roll-up summary field on the opportunity to Summarize opportunity line items list price after the discount and it's not calculating automatically until unless we edit and save all line items(...
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3answers
607 views

how to to rollup the field for custom object? [closed]

i am having 1 custom object capital adjustment with a field name tax. i want to roll up this tax value to another custom object contact(i cant able to look up with the capital adjustment). please ...
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2answers
578 views

Limitations for Lookup Summary techniques?

I have an existing trigger that updates parent/grandparent/great-grandparent records with several totals when a child object is updated. The object relationship looks like this: Site Grade ...
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1answer
2k views

Can I get roll-up summary field without a master-detail relationship

We are trying to move to the Standard Order Object from a Custom object we used to track Orders (Orders1) - Since Orders1 was a custom object I was able to create a Master-Detail relationship with ...
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3answers
1k views

Roll-up summary OR workflow

I have a parent-and-child-object scenario. The parent will have a TOTAL field and the child a VALUE field. I want to show a total of all child VALUES on the parent. I can either do that with a Master/...
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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 ...
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2answers
76 views

Roll-up summary for counting Activites record

Is it possible to count no. of activities records related to Account. I want this value on Account page layout. I have tried using Roll-Up summary but Activity object is not available. I know it ...
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1answer
91 views

How to use Rolllup summary field when there are two child objects with one master

Custom object Plan is master on two objects, Class and Plan Product. Both class and plan product has estimated value as fields. I want something like...Plan(master's estimated value)=Class's ...
2
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1answer
2k views

Count # of related lookup records with rollup helper

I have a use case where I need to count the number of records with a specific "status" that lookup to the opportunity. I thought rollup helper would be able to handle this, but there is no unquie ID ...
2
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3answers
91 views

Editing or cloning a trigger?

I have an opportunity trigger that rolls up the amounts of all the opportunities that have a lookup relationship to a custom object. All opportunities have a lookup field to our custom object: ...
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1answer
277 views

How to calculate no of opportunitycontactroles on opportunity

I am trying to calculate no of opportunitycontactroles on opportunity object but it is not working. Below is the trigger - trigger fulfillmentcontactcreatedopp on Opportunity (after update) { ...
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1answer
1k views

Update Trigger on Parent record on Roll-up summary field when child records are inserted or deleted?

I want to build an update trigger on a rollup summary field. Say I have a parent record A, A have 1000 children records linked with a Master-Detail relationship. 1.First Operation: delete 1000 ...
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1answer
1k views

Roll up from contract to Account using Process Builder

I have a requirement in which I need to roll up (SUM) a field called Score from Contract to Account. Account & Contract object shares lookup. I know very well this can be achieved using trigger ...
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1answer
359 views

How to get the Sum of Length of Body Documents

How can I get the sum of all the length of select Options document I only want the value of the Selected Documents. docNames = new List<SelectOption>(); for (Document d : [ SELECT Id, ...
2
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1answer
682 views

Do roll up summary calculations count against the CPU limit?

Hopefully a straightforward question - if I insert/update/delete records into an object that is a detail of another object, does the server performing the roll up summaries count against the platform ...
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1answer
83 views

Unable to map the currency field with the Rollup Summary

I am unable to map/link my currency filed with the roll-up summary in my Sandbox and Dev environment. But all the thing is working fine in my test account (created new SF account with my gmail).
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1answer
1k views

Field with Count of Records in Related List

My Opportunities have a lookup field (Lookup__c) to specific Accounts. I have a related list of these Opportunities on these Accounts. Now, I need a custom field (Qty_of_Opportunities__c) on my ...
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1answer
1k views

filter the rollup summary within the month

how can I filter the rollup summary that will only get the sum of those which date is within the month only. Thanks
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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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3answers
244 views

How to mark an Account based on a product that was sold in an opportunity?

I need to mark a field on account (can be roll-up), based on if an item exists or not in any of it's closed-won opportunities. I want to have that for all historical data as well (I can use a WFR, ...