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Akash K a posé une question dans #Sales Cloud

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!

3 réponses
  1. 20 avr. 2022, 10:23

    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... 

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