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jujubejujube 

How to sum (count) Member Status for Campaigns

Anyone know of a way to count (summarize) the total number of times a Member Status is selected for a particular Campaign?

 

Scenario:

- In Advanced Setup for "Campaign A" I added a new status called "Appointment".

- I want to create a new field within the "Campaign Statistics" section to show the total number of Members who have the "Appointment" status.

 

I looked at creating a roll-up summary formula but didn't see any options to roll up "Appointment".

 

Any guidance on this would be appreciated.

 

Ge

rohitsfdcrohitsfdc

If the two objects are related to each other through master-detail or lookup, you can use workflows. Else, you can use triggers.