Declarative Roll-Up Summary Help

Question

I am trying to do the following:

Get a total Number count of a contact field (Field 1) onto the Account record
Can be multiple contacts with that field populated
- Ex. Contact 1 = 15 / Contact 2 - 20
Account field should have a totla of 35

Trying to use Declarative Roll-Up Summary but can't use the SUM Operation (Picture shows a different Operation because I cant pick and save wit SUM)

What am I doing wrong?

Declarative Roll-Up Summary Help

Eric Praud · Accepted Answer

@Commons Project: DLRS https://trailhead.salesforce.com/trailblazer-community/groups/0F9300000009O5pCAE  may be able to help here.   Otherwsie you coudl create your own flows, similar to this: https://blog.certifycrm.com/create-a-roll-up-summary-with-flow/   The difference is that, instead of using "Equal Count", you'd need to use the ADD operator: Number field on Account - ADD - Number field on Contact

Dan Donin · Answer

You are trying to aggregate a custom field called Contact_ID_18__c my guess is this is the Contact SFDC ID.  This is more or less a String field (Really it is an ID field that isnt a string but in SFDC its own primitive data yada yada yada).  Anyway you can Sum string thats why it wont let you use Sum.  You can only Sum Numeric values like Number or Currency.

Declarative Roll-Up Summary Help

CRM Configuration

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