Summarize Currency Accounts into One Field

Question

I would like to summarize all accounts that are under a contact record as one value. The Roll-Up Summary is not available and the contact is not a Master-Detail Relationship. With that said, how do I add all the account values as an aggregate number?

Example would be:

** Acct #1 - $200,000

** Acct #2 - $275,000

** Acct #3 - $125,000

** Acct #4 - $100,000

The field I want to create would summarize them all and in this case, the value would be $700,000. Please let me know the best course of action.

Thanks,

Mike

Tim Johnson-Reynolds · Answer

Have a look  at Rollup Helper on the App Exchange. It allows for rollup summaries on lookups

Summarize Currency Accounts into One Field

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