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MichaelE I am new to Salesforce and would greatly appreciate any help. I am attempting to make a roll up summary between Accounts and Campaigns.
I already made a lookup relationship between the two and am trying to calculate total account revenue based on the sum of all campaigns.
Can anyone help?
Thank you!
I don't think you can get there with Roll-Up Summary fields because I don't think that Accounts and Campaigns have the necessary relationship(even with the Lookup field).
You might want to try using a standard Opportunity Report and roll-up the Opportunity Revenue grouped by Opportunity.Primary Campaign Source