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Eric Blaxton
How do I add a Summary Rollup field on Account from Custom Object (Invoice)
Goal : Add a Rollup Summary field on the Account that shows the Total of Invoices (Custom field)
I would like to use Apex code if possible.
Thanks for advice, tips and comments
Regards.
I would like to use Apex code if possible.
Thanks for advice, tips and comments
Regards.
All Answers
You need to have master detail relationship between Account and Invoice.
You can create new rollup field as :
Setup>> Customise>> Accounts >> Fields>> New Custom Field>> Roll up summary.
Thanks,
N.J