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WilhiteWilhite 

Total transaction amount last 12 months?

Working with the non-profit Salesforce account, I need a formula field that will give me the sum of all donations (opportunities) over the past year. I also need a formula field that will give me the largest donation given in a donor's lifetime. The logic is just not coming to me though. Has anyone created these before?

Steve :-/Steve :-/

You can do this at the Account level using a Roll-Up Summary field, but not at the Contact level.
WilhiteWilhite

Right. I forgot about that. But what would the syntax look like?
Steve :-/Steve :-/

Okay, there's one caveat...  Roll-Up Summary fields do not support "Advanced Date Formulas" like:

THIS YEAR

LAST 180 DAYS

NEXT MONTH

TODAY

 

So you have to manually code them, like:

 

Close Date [Greater Than] 12/31/2009 (if you only want to count Opportunities from this year)

 

here's some more info on setting up a Roll-Up Summary field

https://na3.salesforce.com/help/doc/en/fields_defining_summary_fields.htm
Steve :-/Steve :-/

Okay, I have a fix for you>

https://sites.secure.force.com/answers/apex/ideaview?id=08730000000IDnsAAG
Steve :-/Steve :-/

Are you all set or do you need help with anything?