The NPO that I'm working with asked if their is a way to display the total volunteer hours on the account record page. I know that Volunteer Hours is not associated with the Account Object so this a head scratcher for me. Is their a way to have that display on the account object? Thank you for your help.
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Hey @Lisa Pazienza Please mark this as "BEST ANSWER" if it helps:
Yes, it is possible to display the total volunteer hours on the account record page. Here are the steps to accomplish this:
- Create a Roll-Up Summary Field on the Account object that calculates the total volunteer hours.
- To create a roll-up summary field, navigate to the Account object in Setup, and click on "Fields & Relationships".
- Click on "New" to create a new field.
- Select "Roll-Up Summary" as the data type, and give the field a name (e.g. Total Volunteer Hours).
- Choose the "Volunteer Hours" field as the field to summarize.
- Set the "Summarized Object" to the Volunteer Hours object.
- Set the "Summary Type" to "SUM".
- Set the "Filter Criteria" as needed to only include volunteer hours related to the specific account.
- Save the roll-up summary field.
- Add the roll-up summary field to the Account page layout.
- Navigate to the Account page layout in Setup, and add the Total Volunteer Hours field to the appropriate section on the page layout.
Once these steps are completed, the Total Volunteer Hours field will be displayed on the Account record page, showing the total number of volunteer hours associated with that account.
