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Order total amt for this year and last year on account object. Trigger?
Hi there,
I have been tasked with creating two fields on the Account object that pull the currency field total "EBS header total_c" on the EBS Order custom object. Currently lookup relationship is from EBS Order to the Account Object.
I Need two fields on Account Objects:
EBS Order Total (Current year)
EBS Order Total (Last Year)
Any idea how to achieve this? Here is the schema:
I cannot create any new field on custom order object as it is directly integrated with Oracle.
Trigger woud be helpful. Not a coder :(
Thank you.
I have been tasked with creating two fields on the Account object that pull the currency field total "EBS header total_c" on the EBS Order custom object. Currently lookup relationship is from EBS Order to the Account Object.
I Need two fields on Account Objects:
EBS Order Total (Current year)
EBS Order Total (Last Year)
Any idea how to achieve this? Here is the schema:
Trigger woud be helpful. Not a coder :(
Thank you.
If you have a master-detail relationship, then you could do a rollup summary.
If not a master-detail, If you wish you could investigate some appexchange packages - search for rollup.
Here is a stackexchange article that should give some direction to your query where you could do it as a Trigger, with an additional link on how to do it with a flow.
https://salesforce.stackexchange.com/questions/33650/how-to-write-a-rollup-summary-trigger-for-a-lookup-relationship
Regards
Andrew