Hello,
is there someone who can help finding a workaround to create a roll-up summary field in Account based on number of Assets?
Why, when I create a roll-up summary field I only have Entitlements and Opportunities as options?
I just need to count how many specific assets an Account has...
2 réponses
Hi Mimma,
It is becuase you can only created roll-up fields where there is a 'Master-Detail' relastionship (there are some exceptions for standard objects).
'Declarative Rollups for Lookups' is a fantastic free installed package which will let you do this relitively easily.
The documentation and install links are here:
https://github.com/afawcett/declarative-lookup-rollup-summaries
And I recomend testing it in a Sandbox!