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Saariko
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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, but that will only update new/updated opptys)
  • Rollup summary can not work, neither from account, nor from oppty (can't iterate the product line items)
  • Simple formula - again, can't iterate, nor does it see lineitems.

** I can't filter the roll up by name.

The first tackle will be to mark the Oppty based on the product (from there I can do the Account-Oppty rollup.

But how do I do that? (not using WFR)

Saariko
  • 5.7k
  • 14
  • 81
  • 169