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HaydenMuhl
Roll-up contact roles
We have a custom object (Plan) which has an Account lookup field. I'd like to code business owners using contacts or contact roles, then have a roll-up of that appear on a Plan.
I thought I would be able to do a roll-up of contacts in the Account object, then use a formula field to pull that into the plan, but I couldn't find a way to do a roll-up of contacts. Any idea how do do this?