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LEAH Gus (Gus) asked in #Data Management
Dec 20, 2017, 2:06 PM

How do I write this Relationship criteria in the Declarative rollup summary tool

How do I write this as a relationship criteria in the Declarative rollup summary tool?

 

(Product Family contains SaaS) or (Product family = cloud Usage bundles AND Total Price (ACV) = 0.00) AND IsClosed = TRUE AND ACV Start Date LESS OR EQUAL 1/31/2018
13 answers
  1. Saurabh Dua (SALESFORCE INC)
    Dec 20, 2017, 7:54 PM
    Hi Leah ,

     

    use this formula

    IF(
    OR( AND(CONTAINS(TEXT(PricebookEntry.Product2.Family),'SAAS'), ACV_Start_Date__c  <= DATE(2018,1,1))  , 
    AND(TEXT(PricebookEntry.Product2.Family)='Cloud Usage bundles',TotalPrice  = 0.00,ACV_Start_Date__c <= DATE(2018,1,1))),true,false)

     

     
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