NB* I can't code at all.
Use Case:
I have a custom object "Credit_Application__C" where I want to prevent requesting agents from being able to complete an application fully where there is no email from the customer attached to prove that the customer wants to apply for credit.
After much internet searching, the solution seems to be create a lookup summary using DLRS to create a count of how many emails are related to the custom object. I would then use lightning to hide fields from the agents if count = 0. Is this or is this not a viable solution?
I can't get the DLRS app to complete the lookup creation. I created a field to hold the aggregate result, but the setup on DLRS keeps returning the error "Error:Aggregate Result Field: Field does not exist"
I have attached the wizard, and the field on my custom object that I want to collect the result in.
Please help!
#Sales Cloud #DLRS #Salesforce Admin #Salesforce #Custom Fields #New Administrator
@Manoj Nambirajan Thanks for the response.
I mistakenly believed that the DLRS app would create the relationship. I've now attempted to create the relationship but Task is not given as an option to select as the the child.
How do I assign this?
