#Trailhead Challenges토론 중인 항목 2,490개

Hi, @melissa vaughn

You are absolutely right: in Salesforce, you cannot directly use a Roll-Up Summary Field on the Case object to count Quotes, as Case is a child object of Opportunity (through a lookup relationship), and Roll-Up Summary only works for master-detail relationships. However, we can solve this using Record-Triggered Flow or Apex Trigger. 

1. Create a field Quote_Count__c on Opportunity (Number). 

2. Write a trigger on the Quote object:  

(example of Apex Trigger):

trigger QuoteCountTrigger on Quote (after insert, after update, after delete) {
    Set<Id> oppIds = new Set<Id>();
    if (Trigger.isInsert || Trigger.isUpdate) {
        for (Quote q : Trigger.new) {
            if (q.OpportunityId != null) {
                oppIds.add(q.OpportunityId);
            }
        }
    }
    if (Trigger.isDelete) {
        for (Quote q : Trigger.old) {
            if (q.OpportunityId != null) {
                oppIds.add(q.OpportunityId);
            }
        }
    }
    if (!oppIds.isEmpty()) {
        List<Opportunity> oppsToUpdate = new List<Opportunity>();
        for (AggregateResult ar : [SELECT OpportunityId, COUNT(Id) quoteCount 
                                   FROM Quote 
                                   WHERE OpportunityId IN :oppIds 
                                   GROUP BY OpportunityId]) {
            oppsToUpdate.add(new Opportunity(
                Id = (Id)ar.get('OpportunityId'),
                Quote_Count__c = (Decimal)ar.get('quoteCount')
            ));
        }
        if (!oppsToUpdate.isEmpty()) {
            update oppsToUpdate;
        }
    }
}

Sincerely, 

Mykhailo Vdovychenko 

Bringing Cloud Excellence with IBVCLOUD OÜ

Thanks for the tips so far - but somehow, i'm still not getting anywhere.

I am currently working on a Superbadge and the task: SolarBot High-Case Candidates. The requirement is:

Gabriela has asked for a SolarBot High-Case Candidates report showing the account phone number, case subject, and open or closed status, organized by account, for all accounts that don’t have any SolarBots.

• Simplify the report by showing the phone only once for each account.

• To help the Sales team see which customers are the best candidates for a SolarBot sale, prioritize the list by the highest number of cases.

• Maria added the roll-up summary field Number of SolarBots on the Account object which shows how many SolarBots each account has.

I have created a report and tried to sort it according to the requirement - not via the Subject or Subject ID field as the Summarize - Count option is not displayed here, but via the account name.

Unfortunately, I always get an error message and simply cannot find my error. The error message always reads:

The 'SolarBot High-Case Candidates' report isn't lumped correctly or doesn't prioritize the list correctly.

Can someone help me here. Where could my error be?

Please find attached an excel sheet of my generated report

Many thanks in advance.