I would like to create custom amount fields in opportunities to roll up amounts at the product family level. I haven't found a way to do this. I do very simple admin and am looking for simple solutions. Anyone?

Question

Brian Runyan · Answer

Rosario,

You can do this with Process Builder and Rollup Summary fields.

First, create a field on the Opportunity Product called Product_Family__c.

Second, create a Process Builder to populate that field. (see image below).

Third, create a Rollup Summary filed to sum (I assume the Sales Price?) and create a filter to only sum the Opp Products of the families you want. (see image below).

Remember only 10 rollup summaries per object. This solution will work for a couple of Product Families, but not scale too far.

Let me know if this works for you.

-Brian

Rosario, You can do this with Process Builder and Rollup Summary fields. First, create a field on the Opportunity Product called Product_Family__c.

I would like to create custom amount fields in opportunities to roll up amounts at the product family level. I haven't found a way to do this. I do very simple admin and am looking for simple solutions. Anyone?

Sales And Marketing

Aprendizaje relacionado

Más ayuda