The use case is I'm want to build a view for our prospecting team to identify if they have contacted a prospect or not.
If anyone can help me with the roll up summary field or perhaps suggest another or better option that would be great.
답변 4개
Currently you can't do rollup-summary fields when there isn't a master-detail relationship there, as I'm sure you've found out. There's an idea you can vote on here https://success.salesforce.com/ideaView?id=08730000000BrqsAAC to add that functionality.
You could probably use a workflow rule to update a field when activities are created or edited, essentially trying to duplicate the functionality of a rollup-summary only in a lookup relationship, but that would depend on your edition and use case. Although, this is really more of a workaround and may not work in your use case.
