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I have an object which appears in customer accounts which lists payments. I want the total of these payments to appear in a separte custom field also within customer accounts. here is the object with the list of payments:

 

Formula for calculating amounts from within an object and showing total in a separate field

 

Thanks
3 respostas
  1. 4 de ago. de 2016, 13:45
    Ramsay, how are the Account and Payment object related?

     

    If it's a Master Detail relationship between the two, you can simply create a Roll Up Summary field on the Account object.

     

    If it's a lookup relationship, a native Roll Up Summary won't be possible and you have a few other options here:

    Choose the one that you are most comfortable with.

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