I'm looking to rollup donation Amounts to the Account of the Primary Contact for opps where a specific Fund__c was selected. I thought I could use DLRS for this....but now I'm stumped and think I can only rollup to Contact and there's not a way to recourse back to the PC's AccountID.
Any ideas on a simple way to do this or if I'm missing something with DLRS options? I'm pretty confident Customizable Rollups also won't work for this.
2 answers
@John Smith You should test in a Sandbox but I'm pretty sure you can get this result with Customizable Rollups.
When enabled, you can create a custom filter to restrict the fund. You'd want to create a custom field and custom filter you so don't restrict the general Hard Credit roll ups that are created when you convert.
https://powerofus.force.com/articles/Resource/NPSP-Cust-Rollups-Overview
