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Brook Bailey (UCAS) 님이 #Sales Cloud에 질문했습니다

Ive created a rollup summary field on the Account Object which is set as - Roll-Up Summary (SUM Sales Opportunity) and also created a Formula Checkbox on the Opportunity Object which is set as NOW() - CreatedDate < 365. I was hoping to be able to filter the roll up summary on on the Account Object by the Formula Checkbox and Opp Stage of Closed-Won but its not possible to reference the Formula field.  Im now a little stuck on how to achieve this, any ideas on another way? Thanks.

답변 8개
  1. 2022년 5월 31일 오후 2:31
    I did in the above image. Do you wanna hop on a call and I’ll show you?
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