function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
textualtextual 

getting Opportunity amounts to Roll Up to Account

I'm trying to get the amount of Opportunities that are Won to roll up to the accounts to be used for additional segregation

Looks like the Opportunity Products will roll up to the Opportunity, but those amounts will not roll up to the Account

Is there a way around this, am i going to need a class rather than a formula?

abhishektandon2abhishektandon2

try to create roll summary on opportunity on Amount, 

 

Master Object: Account

Summarized Object: Opportunity

Select Roll-Up Type: Sum

Field to Aggregate: Amount

Filter Criteria: Stage equals Closed Won
textualtextual

Amount is not an available field for Roll Up in my Enterprise Edition

Thats why im thinking id need a class to get at this 

 

Unless theres a reason why I cannot access Amount that Im not aware of
textualtextual

i think i know why now...

 

Advanced Multi Currency is Enabled

 

http://success.salesforce.com/questiondetail?qId=a1X30000000HZGzEAO

 

:(