How do I calculate what's the maximum year on any account's subscriptions? In order to achieve the above I'm trying to create a roll up field(MAX) but I'm unable to find the option 'Subscription' under the summarized object to select under contract object. Can somebody suggest a work around?
The problem statement here is, Upon clicking the import subscriptions we're trying to bring in 2020(last year's) subscriptions onto the renewal quote. What if because of the pandemic any account didn't order in 2020 but they did in 2019 or 2018. So we're planning to find that maximum year's subscriptions that exist in the system and get them on to the renewal quote. Thanks!
I agree with @Christina Nava but want to add a note of caution.
Many people go overboard with Rollup Helper and inadvertently cause significant performance issues in their org as a result. It is important to understand how Rollup Helper works and affects system performance before using it for everything.
Products that are easy to use are often overused. When in doubt, simplify and do less. Follow the rule "as much as needed, as little as possible" to keep yourself out of trouble.
