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Topics#Sales And MarketingGreg Annunziata's Question
Greg Annunziata asked in #Sales And Marketing
Sep 24, 2012, 6:56 PM

Roll-Up Summary Field Question

I have an opportunity formula text field that is either "Yes" or "No", and I want to create a roll-up account field that specifies if there is at least one opportunity with a "Yes".

 

How can I do this?
6 answers
  1. Kelsey Brown (Passage Technology)
    Aug 19, 2016, 9:42 PM
    Have you checked out Rollup Helper Free Edition? It allows you to roll up any child object to a parent and supports min/max, sum, count, text and checkbox rollups. It's a great way to aggregate your Salesforce data without using complicated code. You can download it here: https://goo.gl/qevfCN
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