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Create Roll-up Summary on Campaign Object

I want to create a roll-up summary field on the campaign object that totals opportunity values that meet certain criteria (date range of close date & Record Type).

 

I am at a loss. Any ideas? 

champ_vimalchamp_vimal

I simulated your case in my org and tested it, it works fine.

 

Solution: 

 

Assumptions:

 

1)You have created master-detail relationship between Campaign(master) and Opportunity(detail).

2)You have a field something like 'Amount' in Opportunity object to be operated for summarising its values.

3) You have defined Record Types.

 

Define a roll-up summary field in Campaign say 'Total Opportunity Amount', follow the steps and for the situation that you want, use this criteria:

 

Opportunity Close date greater than 6/1/2009(in my case, I gave this) AND

Opportunity Close dateless than 6/30/2009 AND

Record Type equals rec_type1

 

Hope this may give you the idea to start going.

 

-Vimal