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Rohini Sirigiri 5
@Hi All,
I am new to Salesforce Ecosystem.Can anybody help me solving this :
Contact has a multi select custom field called Role__c which can have values (Surgeon;Nurse;First Assist;Admin;CSR).
Account has a custom field called Total_Score__c which is a number field.
Mapping table Role_Score__c looks like this
Role__c Score__c
Surgeon 10
Nurse 5
First Assist 10
Admin 0
CSR 20
When a contact is created/updated, get total score of all the UNIQUE roles that exist on all the contacts of the account.
Ex: Account 1
Contact 1 with roles Surgeon;Admin
Contact 2 with roles CSR:Admin
On Account 1 we should store the value as (10 + 0 + 20 = 30) because we only have 3 unique roles
I need with proper explanation :
Contact has a multi select custom field called Role__c which can have values (Surgeon;Nurse;First Assist;Admin;CSR).
Account has a custom field called Total_Score__c which is a number field.
Mapping table Role_Score__c looks like this
Role__c Score__c
Surgeon 10
Nurse 5
First Assist 10
Admin 0
CSR 20
When a contact is created/updated, get total score of all the UNIQUE roles that exist on all the contacts of the account.
Ex: Account 1
Contact 1 with roles Surgeon;Admin
Contact 2 with roles CSR:Admin
On Account 1 we should store the value as (10 + 0 + 20 = 30) because we only have 3 unique roles
I need with proper explanation :
And to Role-Up. you can use this App-Exchange App which is giving us the role up solution.
Roll-Up Helper (https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009i3UpEAI)
please let me if this is helpful or not.
Sorry for getting back late, I am now working on this. I will update you soon.