#Rollup Summary Field0 debatiendo

Hey Trailblazers!! 

I am hoping that you are able to

 help me, as I am trying to create a custom MRR field to show this months MRR using opportunity product line items. 

Using the Date & Term fields of the opportunity line item to say "IF the period between Date and Date + Term is equal to THIS YEAR and THIS MONTH then complete the following formula =QTY * Sales Price.

But it needs to also take into account that only line items with Y1, Y2, or Y3 in the Line Description into account when running this as these identify subscriptions. 

I am not sure if I am shooting for the stars here or if it just seems more complicated than it is. 

Would appreciate any direction or help with ways of achieving this!! 

  #Sales Cloud

Hello,

I added a lookup field on our Lead object to associate an Account. I want to create a field on the Account that is the count of all leads associated with that account. We have Professional version, so can't use cross filters. I'm at my flow limit. Any ideas? 

#Rollup Summary Field

I have a report that buckets opportunity stages into 2 categories. Show and No Show. I would like to display the Show Rate on our dashboard (Show / Total of Show and No Shows). 

Any ideas how to do this? 

I'm thinking a summary formula, but since the stages are in a picklist I can't create a formula. 

I also tried putting a dependent field on the opp based on the stage to get a number that I could then total and divide in a report, but that didn't seem to work as I hoped either. 

Quick video of the report and current columns / graph

#Reports & Dashboards #Summary Level Formula #Rollup Summary Field

• The Prior Donations is a checkbox already on the Campaign Member object.

I tried to add a Rollup field to the Campaign Object which Counts Campaign Memeber records but when attempting to Filter the results based on Prior Donations = TRUE, the Prior Donations field is not not available in the Filter Criteria Fields. 

• Is there something I need to do to make the field available so I can use it as a Filter in the Rollup?
• If this can't be done, any suggestions on another solution?

#Campaigns  #Campaign Members  #Campaign Member Statuses  #Campaign Member  #Campaign  #Rollup Summary Field  #Roll-up Summary Fields  #Filter Criteria  #Sales Cloud

Thanks You, Glenn

Hi everyone, while creating a roll up summary field on the Account object, I wanted to create SUM of the values of the Expected Revenue field from the Opportunity object on account object(parent), but I can't find the Expected revenue field after selecting the SUM radio button nor am I getting Amount field.  All I can see are the Discount Percentage, Quantity, and Probability fields.

We created an account with one opportunity. We expected the account's 'Potential_Value' field to show the amount of that one opportunity, but it didn't.

What am I doing wrong? Thanks for sharing your ideas.

#Rollup Summary Field

https://trailhead.salesforce.com/content/learn/modules/point_click_business_logic/roll_up_summary_fields?trail_id=force_com_admin_intermediate&trailmix_creator_id=strailhead&trailmix_slug=build-your-admin-career-on-salesforce

Hello,

I know that Roll up summary field cannot create filter based on formula field, it doesn't appear on the list.

I want to filter the roll up summary based on a product.

The field type is COUNT, The filter needs to filter by name or even the product id.

What is the best way to achieve it?

Thanks!

#Rollup Summary Field #Roll-up Summary Fields