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Debbie Chrysochou
How to get an Opportunity field (Total_Price__c) into Account
Hello,
I am looking to create a custom formula field in Accounts to read the custom field I have created in Opportunities. While trying to insert the field in advanced formula creator, it seems that I am not able to find Opportunities and link the appropriate field. Any suggestions?
I am looking to create a custom formula field in Accounts to read the custom field I have created in Opportunities. While trying to insert the field in advanced formula creator, it seems that I am not able to find Opportunities and link the appropriate field. Any suggestions?
You cannot use a cross object formula on Parent object to fetch child's field, but vice versa is possible. e.g you can use a cross object formula field in opportunity object if you want to fetch the account field BUT you cannot use cross object formula to fetch account object's field.
Instead of that Create new custom fields on the Account and select Rollup Summary as the datatype.
Hope this helps you!
Best Regards,
Jyothsna
All Answers
You cannot use a cross object formula on Parent object to fetch child's field, but vice versa is possible. e.g you can use a cross object formula field in opportunity object if you want to fetch the account field BUT you cannot use cross object formula to fetch account object's field.
Instead of that Create new custom fields on the Account and select Rollup Summary as the datatype.
Hope this helps you!
Best Regards,
Jyothsna
One Account will have multiple Opportunities.
Do you want to sum of Total_Proce__c from all the related Opportunities?
As it is a Lookup relationship, you can't use the rollup summary field. Hence you have to create a trigger to calculate it.
Below is the sample code:
Please do let me know if it helps you.
Regards,
Mahesh
Thanks again
Roll-up Summary feature is working properly between Account and Opportunity objects. I tried this one and it is working properly.
The recently announced Winter 08 feature - Roll-up Summary Fields for Standard Objects (Opp-Opp Line in Winter 08) - is another great step forward. While this will extend the Roll-Up Summary Field functionality to work with Opportunities and their Line Items.
Please check the below link for more information.
https://success.salesforce.com/ideaview?id=08730000000BraSAAS
Please check the below screenshot.
Let me know if it helps you!
Best Regards,
Jyothsna