Thanks
3 个回答
Ramsay, how are the Account and Payment object related?
If it's a Master Detail relationship between the two, you can simply create a Roll Up Summary field on the Account object.If it's a lookup relationship, a native Roll Up Summary won't be possible and you have a few other options here:
- Declarative Lookup Rollup Summaries (https://github.com/afawcett/declarative-lookup-rollup-summaries)
- Rollup Helper (https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009i3UpEAI)
- Process Builder + Flow (http://www.salesforceweek.ly/2015/02/how-to-create-roll-up-summaries-using-flow-part-2.html)
Choose the one that you are most comfortable with.
