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SalesforceSally Summary of the Amount of Opportunities at the Contact Level
I am looking for the best suggestion to accomplish a summary of the amount of opportunities at the contact level.
I know that it's easy to get a summary of the amount of opportunities at the account level. But, I need to get a summary at the contact level. I tried creating a report summary field but I can't filter the field. Any ideas??
Thanks!
You could create a Roll-Up Summary field on the Account that aggregates this value. Then create a cross-object formula field on the Contact that pulls the value from the Roll-Up Summary field.
Hope that helps,
Sati