-
I have an opportunity formula text field that is either "Yes" or "No", and I want to create a roll-up account field that specifies if there is at least one oppo
I have an opportunity formula text field that is either "Yes" or "No", and I want to create a roll-up account field that specifies if there is at least one opportunity with a "Yes".
How can I do this?
-
1 Reply
-
Hi Suraj
Do you have access to workflows in your edition? Perhaps the WFR could update the value in a field when it matches the criteria (ex: "1"). Since the field would be an actual value and not a formula, you could then use that field in the roll up?Would this work
Let me know if this helps
Log In to reply.
Popular Salesforce Blogs
What is Essential to Setup When you are Implementing Salesforce Pardot for the First Time?
Pardot is a solution for B2B Marketing Automation and comes with powerful tools to generate more leads to enable your sales team to close more…
Migrate Salesforce Lightning Successfully in 4 steps
Salesforce Lightning- The blazing new version of Salesforce that had taken the entire world by storm. Why? Because of it's easy to use interface coupled…
FAQs to Understand Salesforce Chatter Better
Salesforce Chatter is a social tool that helps professionals and companies work BETTER. The platform allows you to get brainstorm ideas, share loaded files, sites,…
Popular Salesforce Videos
Getting Started with Salesforce Lightning Process Builder
Process Builder is a point and click tool that makes it easy to automate many common Salesforce tasks. Learn how to design and build effective…
Translation Workbench | Salesforce Tutorial
One of the most common questions new Salesforce admins ask us is how can they translate custom terms when their org is in multiple languges?…
The Rising Demand for Salesforce Experts | Salesforce Careers
With more than 500,000 organizations using Salesforce to drive key business results, the market is brimming with opportunities for Salesforce certified professionals. A quick job…