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Topics#Data ManagementChristopher Yeoh's Question
Christopher Yeoh (Secure Code Warrior) asked in #Data Management
Oct 26, 2020, 7:20 AM

Roll up of ARR (Annual Recurring Revenue) currency formula field from opportunities to Account

I have a formula field on the opportunity field which calculates the ARR for the opportunity in currency. 

 

I would like to roll these up to the account level, summing them up. Only for opportunities where Active (checkbox) = TRUE.

 

Is it possible to rollup currency fields that are a formula field?

 

Thanks in advance

 

Chris.
2 answers
  1. Ankush Agarwal (Questel)
    Oct 26, 2020, 7:28 AM
    H Chris,

     

    If Formula field is referring to fields from other objects(Cross-object formula field) then it cannot be used for Rollup summary field.

     

    Formula field is not referring to fields from other objects(parent/child) then it can be used.

     

    Please refer below article for more details about valid fields for rollup summary:

     

    https://help.salesforce.com/articleView?id=fields_about_roll_up_summary_fields.htm&type=5 (https://help.salesforce.com/articleView?id=fields_about_roll_up_summary_fields.htm&type=5)
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