Hi guys,
Hope you're well.
Im creating this DLRS that rolls up the latest meeting (Event) logged against this Opportunity rollup field called 'Fundraising'.
This lookup field 'Fundraising' (Opportunity) could only be added to the Activity object as you can't manually add fields to the Event object.
For the DLRS, my Parent Object is 'Opportunity' and Child Object 'Activity'. However when I try to Save, I'm met with this error message: "Child Object: Object does not exist.".
I then switched the Child Object from 'Activity' to 'Event', but because my Relationship Field 'Fundraising' is on the Activity object, upon saving I'm met with this error message: "Relationship Field: Field does not exist."
Any ideas on how I could make this work?
#DLRS Field #Sales Cloud #Declarative Lookup Rollup Summaries
@Steffen Michael Brinkmann I'm not entirely sure that would work for our instance.
This is because I want the rollup field to reside on the Opportunity.
The Opportunity is referenced as a lookup on the Event, but is a field listed in Activity called Fundraising (Opportunity lookup).
If I use the WhatId, it would reference the Account name instead of the Opportunity as per the Fundraising (Opportunity lookup) field.
In our org, for the same account you could have multiple Opportunities. So if a user logs an Event, they can choose specifically which Opportunity the meeting relates to in the Fundraising (Opportunity lookup) field.
It seems like DLRS doesn't account for the Activity object, which is a shame.
