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Dipil Jain (Sapient) ha fatto una domanda in #Flow
Hi,

I need to create Opportunity (opty) Roll up Summaries on Campaign object to track how many opportunities are created from each campaigns. Campaigns already have standard rollups to  opty count and total amount but my requirement is to update different roll ups for different opty record types - so i need a custom solution. 

I tried creating a process builder but that does not seem to work out because while creating the update action, i'm not seeing any campaign fields to update (see pic 1) .

Process Builder not showing any fields on campaign object for update action.

The strange part is, if i choose to "select which record to update" i can see all the campaign fields there to add a filter... but not where the update action needs to be performed. 

PIC 2

any idea why this is happening? and how can i achieve these rollups without writing triiger? 

P.S. I also tried visual workflows but seems like they are going away sonner or later, so I don't want to build this using that.  i'm only looking for declarative way of doing this without installing any third party app or API. 
1 risposta
  1. 20 giu 2017, 16:30
    Make sure that you have the Marketing User enabled under your user record.
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