We are a non-profit and use Donor Search to find a person’s giving capacity. The Donor Search object is a related list on a contact record. I am trying to figure out how to write a process builder or formula that would look at the DS rating and put it in a separate field on the contact record.
Once I get the DS rating into a separate field, I would like to write a formula that would assign a value based on the rating. For example,
5: DS 1-1
4: DS 1-2
3: DS 1-3
2: DS 1-4
1: DS 1-5
I am having trouble figuring out how to get the DS rating from the related list to a field on the contact record so then I can create a formula that would give me a number 1-5 that I can put on a household record. Any help is appreciated.
@Johanna Ciezczak , As @Terry Cole points out, you cannot use standard SF formulas to roll up from many objects to a Parent object (1:many relationhip) . We have found Declarative Lookup Rollup Summary (DLRS) very useful to do this kind of thing, it is a free app available on Salesforce. Here is a good article on installing and using it: https://dandonin.com/2017/03/16/how-to-dlrs/.
You can rollup the "DS Rating" field to the contact; you can use the Last Value, Average Value, or even the Sum. We have multiple similar use cases in our org, it works quite well. I hope this helps.
