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Roll-Up under Accounts tab, need Opportunity Product field
I am trying to make a Roll-Up field under the Accounts tab that sum a Opportunity Products field, but I only see an option for Opportunity fields. An example of what I'd like to is show a Roll-Up field that shows the total number of widgets sold (Opportunity Products - Quantity ) that fall under a certain catergory ( Opportunity Products - Opportunity Product Category (custom field)). How can I do this?
You'd have to make 2 rollups, one from Opportunity Product to Opportunity, and the second from Opportunity to Account. I'm not entirely sure you can do that actually, but that's how you would do it.
I tried it and using 2 Roll-ups does work. It's a shame though that this seems to be the only way to do it given that you get a limited amount of roll-ups. The standard Opportunity Quantity field which is like a built-in Roll-up field would almost work if I could apply filters from the Opportunity Product level to it.
If anyone knows of another way to do this without burning 2 Roll-ups I'd love to hear it.
Well you could do it with an Apex trigger also, but rollups are probably more manageable. If you think about it, though, it really does warrent 2 rollups -- you are rolling up data from a grandchild object to its grandparent.