Roll-summary field on Opportunities related to Campaign

Question

Hello,

I need to create a roll-up summary field on Campaign object which sums up the related opportunities in a specific stage.

When i try to create the field the only option I have for summarized object is Campaign members.

Any advice?

Bhagyashri Khanapure · Accepted Answer

For this approach you need to build custom development.

Ankush Agarwal · Answer

Roll-Up Summary field can be added on Master object for Detail object summary. For Campain(Master) object, Campaign Members(Details) is the only object which have master detail relationship. All other standard object are attached through look-up relationship.   You may need to add numeric field on Campaign Object and your requirement can be achived by Trigger. Please refer below link for more details:   https://developer.salesforce.com/forums/ForumsMain?id=9060G000000UZq8QAG

Roll-summary field on Opportunities related to Campaign

Data Management

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