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Topics#Data ManagementAbe Gladstone's Question
Abe Gladstone asked in #Data Management
Sep 19, 2016, 7:50 PM

Mapping the sum of two contact fields to one Account field

I have two fields that represent two sums of actions a lead/contact could take. The fields are mapped from leads to contact. I would like to have a field under the account that sums the two contact fields for all contacts under the account and adds them to the account field (Total). I can't seem to find a way to link contact fields with the account let alone sum all the account associated contacts.

 

Thanks!
1 answer
  1. Steve Molis (You Owe Me a Beer, Inc.)
    Sep 19, 2016, 8:30 PM
    For that you'd need to use a tool like Roll-Up Helper or Declarative Roll-Up by Any Fawcett (it's free!) 

     

    https://andyinthecloud.com/2016/06/19/declarative-rollup-tool-summer-release/  

     

    If you don't need to have the value stored in a Field on the Account you could create a Report with a Chart and use Embedded Analytics to display the information 

     

    Embedded Report Charts​

     

    https://help.salesforce.com/apex/HTViewHelpDoc?id=reports_embed_showcharts_pages.htm&language=en_US

     

     
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