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Topics#Sales And MarketingShweta Bhambhu's Question
Shweta Bhambhu asked in #Sales And Marketing
Jul 17, 2018, 4:53 PM

Hello, I am trying to create a formula field on Amount. for Object A there are multiple records type but for Object A - Record Type A I want to create a formula field that can sum amount field but only for Record type A. How to do that? Any suggestions?

Object A - has a lookup relationship with itself and has multiple record types so I want that on Record type B it should show sum of amount field on Record type A.
4 answers
  1. Narender Singh (-)
    Jul 17, 2018, 5:26 PM
    Hi,

     

    If you want to have a sum of 'amount' field for all the related records whose record type is A then I suggest you do it using Rollup helper(an appexchange app). It's free.

     

    Link: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000009i3UpEAI

     

    You cannot do this by simply creating a formula field.

     

    If you don't want to use the app then the other way to do this involves a combination a process builder and a flow( a bit complicated). 

     

    You can refer to this link for help: https://www.linkedin.com/pulse/how-create-custom-roll-up-summaries-using-combination-mohammed-hassan/
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