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Static Dev Help to know how to achieve this calculation through a formulea field
Hi,
Please help me on this. What i am looking is i wanted to have a formula field named as result on a acct.
I want to Result field to calculate the acct team member records i.e. when a acc has a team member role of (India) the Result field should show the name of the team memb in result field as India. If there are more india team mem roles on that acct it should that it exists as Many in Result field .
If none exists then it should show null in Result field.
Please let me know.
Thanks in Advance.
Please help me on this. What i am looking is i wanted to have a formula field named as result on a acct.
I want to Result field to calculate the acct team member records i.e. when a acc has a team member role of (India) the Result field should show the name of the team memb in result field as India. If there are more india team mem roles on that acct it should that it exists as Many in Result field .
If none exists then it should show null in Result field.
Please let me know.
Thanks in Advance.
Unfortunately you can't do this through a roll up summary field. You would likely need to implement a trigger or a flow to count the number of members in each role, and then set a custom field on the Account accordingly. Here's a related idea on the Idea Exchange if you'd like to vote for it: https://success.salesforce.com/ideaView?id=087300000007S6lAAE