Hello @all.
I have the following request and could use a little help from the experts around here :)
On an opportunity there are different products. I already have a roll-up-summary-field which counts the quantity of the opportunity products (like 18,00 or 65,00 etc).
And here comes the fun part: I need this number auto populated in a dedicated custom field without the dezimal format and only if the products have a dedicated productnumber.
If the selected products have a diffrent product code then ignore the rule. It screams validation rule but I´m fairly unexperienced when it comes to this kind of logic.
Is there a good samaritan who knows how to write that?
Kind regards.
Alex
That helps a bit. Still not sure on the "dedicated product number" part.
If there is only one dedicated product numbers then you should be able to add it to Filter Criteria section. I don't think you'll be able to do multiple as filter criteria is AND operator only
If you use roll-up summary you cannot remove the decimals. https://ideas.salesforce.com/s/idea/a0B8W00000GdcUQUAZ/control-decimal-places-on-rollup-summary-fields
I think you need to create this with flow or a different rollup tool (DLRS, rollup helper).
Flow instructions: https://www.salesforceben.com/create-roll-up-summary-fields-using-salesforce-flow/
