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Topics#CollaborationMichael Dely の質問
Michael Dely が「#Collaboration」で質問
2018年10月15日 22:42

Summarize Currency Accounts into One Field

I would like to summarize all accounts that are under a contact record as one value.  The Roll-Up Summary is not available and the contact is not a Master-Detail Relationship.  With that said, how do I add all the account values as an aggregate number? 

 

Example would be: 

 

** Acct #1 - $200,000

 

** Acct #2 - $275,000

 

** Acct #3 - $125,000

 

** Acct #4 - $100,000

 

The field I want to create would summarize them all and in this case, the value would be $700,000.  Please let me know the best course of action.  

 

Thanks, 

 

Mike 
1 件の回答
  1. Tim Johnson-Reynolds (Henry Schein)
    2018年10月16日 7:24
    Have a look  at Rollup Helper on the App Exchange. It allows for rollup summaries on lookups
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