Hello Community, I have a user case I am looking help for.
Opportunity object has a look-up relationship with a Custom object 'Feature'. And so this feature object's record has an opportunity related list, where it shows in How many opportunities this Feature was selected.
I want to create a custom field on feature object, that populates the number of the open opportunities where a Feature record was selected. Can I do it with Formula field ? I am unable to create a Roll Up summary because the Feature object has no lookup relationship with Opportunity but the other way round.
Any approach formula field/flow would be appreciated.
Thank you!
Why not use DLRS. if i understand correctly the Opportunity has a lookup field where a user can select a feature. If that is the case DLRS should work to count all of the times that it is used on an open opp...