- The Prior Donations is a checkbox already on the Campaign Member object.
I tried to add a Rollup field to the Campaign Object which Counts Campaign Memeber records but when attempting to Filter the results based on Prior Donations = TRUE, the Prior Donations field is not not available in the Filter Criteria Fields.
- Is there something I need to do to make the field available so I can use it as a Filter in the Rollup?
- If this can't be done, any suggestions on another solution?
#Campaigns #Campaign Members #Campaign Member Statuses #Campaign Member #Campaign #Rollup Summary Field #Roll-up Summary Fields #Filter Criteria #Sales Cloud
Thanks You, Glenn
2 answers
The Checkbox field is actually a formula field (should have specified that) which I forgot can't be used in a Rollup. That being the case, what's the best way to update the field value so I can use it in the Rollup? I'll also need to go back and update all the existing records.