I need to capture Orders from Contacts and store on the Account
Account field (Total Order) / Contact field (Orders Placed)
Each time a Contact (all related contacts) has that field populated/updated - I want the Account field to continue to add them as a SUM
Ex. Contact 1 has 5 Orders / Contact 2 has 10 Order / Account should read 15 Orders
What is the best way to do this?
3 个回答
Hi there,
Check declarative roll up summary:
https://www.m4b.co.uk/resources/declarative-lookup-rollup-summaries-in-salesforce/
Thanks