Objects: Scenario 1 Solution

[ScenarioSolutionIntro ]

[sc:ScenarioSolution ]

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[RCAdmin]

In order to summarize the related opportunity data, create a roll-up summary field on the account.

[sc:ScenarioSolutionSteps ]

  1. Navigate to Setup –> Customize –> Accounts –> Fields.
  2. Click New (to create a new field).
  3. Select Roll-Up Summary.
    Click Next .
  4. Enter Label “Lifetime Sales”.
    Click Next.
  5. Select Summarized Object “Opportunities”.
    Select Roll-Up Type “Sum” and Field to Aggregate “Amount”.
    Select “Only records meeting certain criteria should be included in the calculation”
    Select field “Won”, operator “equals”, value “True” (using Won=True will include all stages marked Closed/Won).

    Click Next.
  6. Click Next.
  7. Click Save.

Within a few moments, the data should be calculated and displayed on account records.

[box type=”note” style=”rounded” border=”full”]There are limitations around what data can be summarized with a roll-up summary field (such as dynamic date criteria, formula fields, etc.).[/box]

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27 thoughts on “Objects: Scenario 1 Solution”

  2. hi john,
    I also want to know for roll up summary that how many more standard objects can we couple to-gather , why account and opportunity only mentioned here…there are more standard objects…but as new learner ,how can i get idea that i don’t need master detail on here,:(

    understood this scenario after having mostly same kind of doubts as others have … but getting in to fear that what else could b more hidden or i m missing in here.
    if some more related standard objects are possible, like this unique way , can you please list out them…just for a reference. some exceptional case.

  3. It was un clear what sales were to be summarized in the problem description. It was vague. I did lifetime sales and by default got it right. So say something like total sales won for the lifetime of the account.

  4. Hi John,

    At step 5, for odd reason I can’t see “Amount field”. There are other fields but not amount. What can be the reason for that?

    Select Summarized Object “Opportunities”.
    Select Roll-Up Type “Sum” and Field to Aggregate “Amount”. <>

    Thanks

    1. Check that you have access to the field (via field level security) and that you haven’t renamed the field… and that you are logged in as a system administrator.

      Will post if I can think of anything else… odd.

    2. Hi John,
      I am having this same problem. I can’t see ‘Amount’ in the picklist. I am logged in as System Admin and FLS is ‘Editable’. Did you ever figure out what was happening?
      Thanks!
      Dona

        1. Okay, to do the Scenarios I have been using my free 30 day trial org that I used for the Admin 201 class. For some reason I could not see the Amount field. I just ordered up a new training org and tried it and the Amount field is there! So I’m not sure what happened to it in the “used” org. Some exercise we did? It doesn’t really matter. I’m just glad I was finally able to get the Scenario completed.

  5. Hi,
    Can you give us a bit more information on the field “won”?
    Get into Setup–>Customize–>Opportunity, do not see this field “won”. Where is this field defined?
    How does this field get set to True/False?
    Thanks.

  6. How is this selection of “Summarized Object” determined. In this case the Master object is Accounts and the only Summarized object available is “Opportunities”.. Any other objects cannot be selected as a “Summarized Object’? where do we set this up ?

    1. Objects can be summarized if they have a master-detail relationship to the parent object (e.g. add a master-detail field from venue custom object to account – this will allow you to summarize on the venue object), or a specific standard lookup relationships (e.g. opportunity to account is a lookup, but is a ‘special’ lookup that allows summarization).

      1. I think what Anand was asking (and what I would like to know as well) is whether there are any other “special” relationships among the standard objects which would all RSF creation?

  7. I am confused about RSFs. In this scenario, we use a RSF to establish a relationship between Accounts and Opportunities. Elsewhere, you state that only Master-Detail relationships can support RSFs, and that Standard Objects cannot be the detail side of a relationship. But both Accounts and Opportunities are standard. Is there an exception due to the tight coupling of Accounts with Opportunities?

    I must be missing something very fundamental about RSFs and Master-Detail.

    1. Correct – good point Grant. A RSF will work with some standard relationships that are not M/D, but will require M/D to work within a custom relationship.

      You’ll notice that Account/Opp works, but Account/Contact does not, for example.

  8. @JohnCoppedge,

    I’ve gone an extra mile and tried setting up a separate Roll-up Summary field that aggregates current Quarter’s Sales total, leveraging the similar idea used for the Scenario you introduced.

    In doing this, I tried to use the dynamic date value (i.e. This Quarter, This Year, etc that were introduced in creating List Views topic) on the Closed Date field. However, it seems that the dynamic date value is not supported in the context of creating a Roll-Up Summary field.

    Can you advise how this can be achieved, if possible?

    K

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