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jvolkov
Roll-Up Child Account Data
What are some methods to roll up child account data to the parent account level?
A parent account has three child accounts, want the maximum value of a field of all four accounts.
For example:
ChildRecord1.Field1 = 5
ChildRecord2.Field1 = 2
ChildRecord3.Field1 = 9
ParentRecord.Field1 = 7
ParentRecord.Field1Max = 9
Out of the four accounts themaximum field value is 9. How can this be returned to the parent level?
-Thanks
You could create a trigger to populate the value on the parent Account when a child Account is updated, inserted or deleted. You'd have to populate the values initially via a data load of some sort but then you could activate a trigger to essentially compare the existing parent Account value to the child Account value. If child value is greater than parent, overwrite parent value.
-greg