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Topics#Salesforce CPQ & BillingPergunta de Logan Yarmo
Logan Yarmo perguntou em #Salesforce CPQ & Billing
11 de jul. de 2018, 15:24

CPQ - Master/Parent Quote?

I'm trying to create roll up summary fields to the parent account from the primary quotes related to child accounts, so that when we create a quote from the parent, I can reference those fields in a new quote on the Parent Opportunity...thus creating a parent quote.

 

I would use record types/page layouts to display only the roll up/related fields on the parent account quote. However, I cannot create a master detail relationship with the quote object and as a result, cannot create the required roll up summary fields. 

 

Basically, I need to be able to create a parent quote with totals from child quote...based on account hierarchy. 

 

Any suggestions?
1 resposta
  1. Chris Laughlin (Salesforce)
    11 de jul. de 2018, 20:54
    Hi Logan, I believe you can use a Roll-up Summary to sum values from the Child Account's Opportunities / Primary Quotes. However, you cannot use a Roll-up Summary field to map those values to the Parent Account. Unfortunately, it looks like the only way to do this might be through a Flow or by using the Roll Up Helper App on the AppExchange. Check out the posts below as it seems like the main issue you will run into is how to get the data rolled up from the Child Accounts to the Parent Account:

     

    - Can you rollup child rollup summary field to the parent account? (https://success.salesforce.com/answers?id=9063000000044TaAAI)

     

    - Roll-up summary parent-child account (https://success.salesforce.com/answers?id=90630000000hV1sAAE)

     

    - Revenue rollup summary fields of child accounts on parent accounts? (https://success.salesforce.com/answers?id=9063A000000Dmg6QAC)
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