The field needing to be rolled up is the list of items purchased on the opportunity products page therefore it cannot be summed.
I am trying to roll up the Product Name from the Opportunity Product page to the Opportunity page. I've been told this is only possible via apex trigger or coding. Has anyone accomplished this? If so, please share screen shots or anything you can to help me!
ps. i've never created apex triggers or done coding.
I'd want to track the current value, the previous value and the date changed.
I have read that you can create a custom object that can have all this info, but I need some guidance in creating this. Do I need to create triggers as well? I am not sure if this is possible in PE.
I'd like to create a custom link on the account page, which will link to a report. However, I want the report to only show values for that particular account. For instance, it would show all the activities for that account categorized by type of activity. I'm not sure how to use a link to dynamically customize a report like that.
I can't figure out how to do this, and SF support sent me here...