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Book_Guy Rolling Up Data - without a master-detail relationship
Hi All,
We have a custom object called “Shipment” which we want to push data to the Account object. Specifically:
On Shipment Object there is a formula field called
Cartons Picked Up - Last 60 Days: If( TODAY() - 60 > PickupDate__c , 0, Expected_Cartons__c )
On the Account Object we have the same field: Cartons Picked Up - Last 60 Days Ideally want this field to be a Roll-up Summary of the above field on the Shipment Object. However since there is no Master-Detail relationship this is not possible, though using formulas one can connect the Shipment to the Account.
Is there a way to accomplish this?
--David
Can't do it in declarative - you're going to have to go the trigger route.