4 respuestas
Hi Nithya,
You could create rollup summary fields on Account object, that will rollup the Opportunity Amounts based on the Stage of the Opportunity
Navigate to setup - customize - Accounts - fields - new field
select rollup summary as field data type and give a name to your field under field label something like "Amount of Open Opportunities", click Next
Summarized Object: Opportunities
Select Sum as Rollup Type
Field to Aggregate: Amount
Select only records meeting certian criteria should be included in the calculation
and your filter is
Closed equlas True
and follow the Next Steps
For Closed Won Opportunities
follow the same steps as above but the filter criteria will be
Won equals True
