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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2answers
548 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, ...
1
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3answers
907 views

What are the different possible ways through which we could achieve Rollup summary fields?

What are the different possible ways through which we could achieve Rollup summary fields? We could have it when we have Master-Detail relationship, what if we don't have one and how else could we ...
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1answer
489 views

Opportunities concatenate on Contact

I need a field on my contacts that will have the name of all of the opportunities concatenated. Rollups do not seem to work, because they only do numbers. Formula fields do not work.
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0answers
41 views

Custom Objects Reports and Custom Fields

We have a custom object called 'Buildings' we already are using the declaritive tool for rollup fields bc of the M-D relationship issue to Accounts and Opportunities. We are looking to build a ...
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1answer
29 views

Create a field base on the lookup field data

Good day everyone, Suppose I have an object "SAMPLE_OBJECT__c" which has a lookup field to "Accounts" object and it also has a another field which is "Value__c". Now what I want to accomplished is ...
3
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2answers
1k views

Updating Opportunity Product field when Roll-Up Opportunity field is changed

Can anyone please help with a possible solution? I have a Workflow on the Opportunity Products (Opportunity LineItems) that has one significant issue, which I can't workout how to solve. The ...
2
votes
1answer
3k views

Self Reference From Trigger error - Recursive Trigger

I have two before Triggers, one on my Project object & the other on Opportunities. The Project Trigger takes the value from the Project record's field MPM4_BASE__Deadline__c and copies it into ...
2
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1answer
42 views

how to create a salesforce rollup field thats not on a master record in pro edtion

I have a object called key account with all the accounts that belong to this key account connected - the connected accounts have a sales total field which i what to add into a total on the Key account,...
2
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3answers
291 views

Rollup Field on Custom object from Standard Object

We currently have a custom object called 'Buildings' then under that we have our Accounts (Standard object) & Opportunities (Standard). We are trying to calculate the total 'Closed MRC' (Monthly ...
2
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2answers
242 views

Account with most Won opportunities

I am trying to find the Account with most Opportunities in Closed/Won state. Is there any way to achieve this functionality using configuration, without code?
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1answer
2k views

Roll up Summary via trigger for lookup relationship

I am trying to get this trigger to work but it is giving me an error and I am not able to figure out why. The error I am getting is "attempt to de-reference a null object) Why trigger? We have a ...
0
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1answer
401 views

LREngine rollup trigger filter by field ischanged (oldMap vs. newMap)

I'm working with AbhinavGupta's LREngine trigger & class to get around summary roll-up field limits, and having some trouble modifying his trigger (I'm learning Apex, but slowly, as coding is ...
1
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0answers
110 views

Is there an option to prevent an Opportunity update on OpportunityLineItem update?

I have triggers on both, Opportunity and OpportunityLineItem (OLI). On a specific update to an Opportunity, there's a big process started at the end of which I need to update all OLIs related to the ...
1
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2answers
117 views

Validation Rule criteria

I have two custom objects Event & it's child Event_Attendee. Now I have a Mobile ID field on Event_Attendee based on which I need below validation Rule. OR(AND(Event_Attendee_Count__c > 1 , ...
1
vote
1answer
50 views

SOQL: Differing results when adding a relationship field

I'm experiencing something strange with my SOQL results. Our salesforce has a custom sObject named Deals__c and an intermediary object, contact_deals__c which solves the m2m relationship between ...
3
votes
1answer
217 views

Number of Events in last 3 months

I log events against my accounts, and would like to display a field on which I count the number of closed events in the last 6 months. I tried doing that using a roll up field, but that won't work, as ...
0
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1answer
751 views

Trigger for Sum Of Fees of Contacts on Account [closed]

I wish to write a trigger for to sum up Fees (Custom Field) on the Contact object. The sum needs to be displayed on the account object as a Total Fee. For Example - I have an Account A1 that has 3 ...
0
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2answers
677 views

Rollup Summary field value does not get changed on the code written

Can any one help me on this ?RollUp Summary field can be multiplied in a visual force page.Based on the condition ,I need the value of the RollUp summary to get multipled (0.01) in wrapper class . "...
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0answers
398 views

Currency Conversion Issue

I am working on a OptyLineItem trigger that does a rollup summary on the Opty header of a custom currency field on the OptyLineItem. The default currency is USD and Advanced Multi-currency is enabled....
5
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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 ...
-2
votes
1answer
747 views

How do I delete a Rollup custom objects

I would like to know how to delete a Rollup custom field from Salesforce. These fields use the Rollup helper installed package.
1
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1answer
949 views

rollup summary field lookup relationship

I need to create rollup summary type of field on Object A by summing specific field from Object B where Object A is master, Object B is child and there exists a lookup relationship between the two. ...
1
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3answers
907 views

1:1 relationship

What is the best way to create 1:1 relationship in Force.com. I have an Object A. What i need to create is another object B, which will be like an extension to this object. Since there are already ...
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0answers
128 views

Can a Value of an object filter be edited by apex code?

I have a Roll-up summary field on an object, it has a filter by year number. I want instead of manually change that number, create a batchable that i can execute to change this value. Is that possible?...
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0answers
167 views

Design Advise Needed for Lookup Roll Up Summary Without a Trigger

I have a custom object called Sales Leaders which contains a field called total AGP (Allocated Gross Profit). This needs to be the sum of all Sales Leader AGP values on the Opportunity. It's not ...
2
votes
1answer
87 views

Formula field on the Account Page

I'm looking to create a formula field on the Accounts Page. I'm not sure how to go about setting this up. It needs to calculate the Account's lead conversion rate for that Account, which would take in ...
2
votes
1answer
3k views

Having trouble with a roll-up summary field that is trying to use a formula(date) child field

What I want to happen: Each opportunity has a custom formula field, with a return type Date, called "CASL Implied Consent Expiry date". If the OPP is Stage=Closed LOST, the Expiry date will be the ...
0
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1answer
143 views

Rollup via Lookup Issue

I put together a trigger that will perform a rollup summary (SUM) on a record that is associated via lookup. The trigger works perfectly if I want to include all the lookup records in the calculation. ...
2
votes
0answers
68 views

Unable to change the target field of a managed rollup summary. What's the reason behind that?

I just found out that I reference the wrong field in my SUM Rollup Summary field. It is managed and was already released. And it seems I cannot change this anymore. 1) Why is this not allowed while ...
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2answers
1k views

Need Help on Roll up Summary Fields

I have two objects Test Plan ( Master ) and Test Plan Script ( Detail). Test Plan has 2 roll up summary fields - "Scripts passed" and "Scripts failed" where summary type = count and filter condition =...
1
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1answer
522 views

How to create Rollup summary between standard and custom objects where the detail object displays the total amount of opportunities.

I have two objects 'Opportunity' and 'Project'. I want to create a Roll-up summary where the sum of all opportunities raised to a particular project can be displayed in that Project object. The ...
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2answers
3k views

rollup summary fields filter criteria

I am trying to create a rollup summary field on master object. I can create it fine.But when i try to impose a filter on child records for rolling up, i cannot see all fields listed there.Say for ...
1
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1answer
185 views

Updating master record with contents of detail record

I have a master detail relationship between accounts and a custom object, memberships. The membership object contains fields for start date, end date, membership package (picklist) and subscription ...
0
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2answers
755 views

Rollup Opportunity fields on Custom object

I have custom object that is between Account and Opportunity. I need it to roll up some of the field from the opportunity, but I can't because the opportunity cannot have another master, and rollups ...
1
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1answer
168 views

I need to create a field on the Accounts object of projections this quarter from opportunities with multiple invoice dates

My company's opportunities have custom fields on opportunities with up to 5 different invoice dates/amounts. I would like to create a field on the accounts object that will sum any of the amounts ...
0
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2answers
2k views

Calculating the number of related contacts

Can anyone assist me in coming up with a formula/roll up summary for the Account object that will give a numerical value from calculating the number of related contacts
12
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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 ...
1
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4answers
140 views

Add rollup Field on Account

I have two object one is "Account"(Parent) and second one is "Information"(Child). in that "Information" object have two field "balance" and "duedate" now at account level i want the total of all ...
1
vote
3answers
92 views

Can interdependent Rollups, Formulas and Triggers cause hard to reproduce bugs?

Let me try to ask this with out explaining my overly complicated case in detail. I have custom objects that heavily use formulas, rollup summaries and triggers. For the last days I am chasing hard to ...
0
votes
1answer
70 views

Roll up summary with Contact specific

I have a custom object Test__c with a formula field "Marks__c" and master detail relationship on Contact. I need to create a field on Contact which should give me sum of 'Marks__c field but should be ...
2
votes
1answer
274 views

Slow delete operation via integration

Integration Process taking much longer than normal. We have an integration process which deletes a few hundred thousand records in salesforce per day. Since last few days the process has got too much ...
1
vote
1answer
221 views

Opportunity Amount field rollup lifecycle

I recently experienced odd behavior where a trigger depending on the the Opportunity.amount field was not picking up the correct values from the amount field even though the context was after update. ...
5
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2answers
1k views

Can you force a recalc of fields via Apex?

Is there a way via code to do what this button does?
2
votes
1answer
708 views

Roll-up Summary fields not Recalc on import

We use DBAmp to import records from another system. Everything works fine except for when creating a new record. The record does not roll-up via the summary field on it's parent. Any ideas or other ...
1
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0answers
313 views

How to create a summary field on Opportunity to sum records on custom child object

Invoice line items are pushed against opportunities and I am trying to sum the total. I have tried a rollup summary field, which will not work due to relationship Has anyone done anything similar ...
1
vote
1answer
1k views

How do we calculate the average value of a field in a lookup relationship?

We have a lookup relationship between a meter (parent) and an index (child). We would like to calculate the average of all indexes, and then validate if the entered value of the index is not greater ...
2
votes
0answers
500 views

Negative COUNT Roll-up Summary Field

I have a declarative COUNT roll-up summary field that is returning Negative values after upsert operations. The roll-up summary COUNTS all fields where Checkbox = TRUE The roll-up summary's child ...
3
votes
1answer
510 views

Summarizing a joined report by an uncommon field

I am working on a joined report in which I want to summarize by a field that is available to one report block only. I have two blocks, i.e. two reports that I join. Help appreciated.
6
votes
1answer
4k views

Rollup summary of currency field using Apex Trigger

I have written an Apex Trigger to perform the rollup summary(sum ) operation..In the image "Total order Item value" field will be populated using trigger. And "Total Order Items" populates the value ...