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    Activity › Forums › Salesforce® Discussions › How can I create rollup Summary field in Account Object with Opportunity Amount using Triggers?

    Tagged: Account, Account Object, Rollup, Rollup Summary, Salesforce Objects, Salesforce Opportunity, Salesforce Trigger

    • Salesforce® Discussions

      How can I create rollup Summary field in Account Object with Opportunity Amount using Triggers?

      Posted by Aman on July 13, 2017 at 1:21 PM

      I want to create a rollup summary field using triggers?

      Aileen Kim replied 3 years, 4 months ago 4 Members · 3 Replies
      • Account
      • Account Object
      • Rollup
      • Rollup Summary
      • Salesforce Objects
      • Salesforce Opportunity
      • Salesforce Trigger
    • 3 Replies
    • Shaharyar

      Member
      August 25, 2017 at 9:37 AM

       

      Hi Aman,

      First make a field on account object with name "OppAmount" and then use this code:

      #Trigger
      trigger calAmount on Opportunity (after insert, after update, after delete) {
      Map<Id, List<Opportunity>> acctIdOpptyListMap = new Map<Id, List<Opportunity>>();
      Set<Id> acctIds = new Set<Id>();
      List<Opportunity> opptyList = new List<Opportunity>();
      if(trigger.isUpdate || trigger.isInsert){
      for(Opportunity oppty : trigger.New){
      if(oppty.AccountId != null){
      acctIds.add(oppty.AccountId);
      }
      }
      }
      if(trigger.isDelete){
      for(Opportunity oppty : trigger.old){
      if(oppty.AccountId != null){
      acctIds.add(oppty.AccountId);
      }
      }
      }
      if(acctIds.size() > 0){
      opptyList = [SELECT Amount, AccountId FROM Opportunity WHERE AccountId IN : acctIds];
      for(Opportunity oppty : opptyList){
      if(!acctIdOpptyListMap.containsKey(oppty.AccountId)){
      acctIdOpptyListMap.put(oppty.AccountId, new List<Opportunity>());
      }
      acctIdOpptyListMap.get(oppty.AccountId).add(oppty);
      }
      List<Account> acctList = new List<Account>();
      acctList = [SELECT OppAmount__c FROM Account WHERE Id IN: acctIds];
      for(Account acct : acctList){
      List<Opportunity> tempOpptyList = new List<Opportunity>();
      tempOpptyList = acctIdOpptyListMap.get(acct.Id);
      Double OppAmount = 0;
      for(Opportunity oppty : tempOpptyList){
      if(oppty.Amount != null){
      OppAmount += oppty.Amount;
      }
      }
      acct.OppAmount__c = OppAmount;
      }
      update acctList;
      }
      }

       

      Hope this may help u.

    • [adinserter block='9']
    • Parul

      Member
      September 6, 2018 at 12:36 PM

      Hello Aman,

      First make a field on account object with name “OppAmount” and then use this code:

      I have written a sample trigger for you:

      #Trigger
      trigger totalAmount on Opportunity (after insert, after update, after delete) {
      Map<Id, List<Opportunity>> acctIdOppoListMap = new Map<Id, List<Opportunity>>();
      Set<Id> acctIds = new Set<Id>();
      List<Opportunity> oppoList = new List<Opportunity>();
      if(trigger.isUpdate || trigger.isInsert){
      for(Opportunity oppo : trigger.New){
      if(oppo.AccountId != null){
      acctIds.add(oppo.AccountId);
      }
      }
      }
      if(trigger.isDelete){
      for(Opportunity oppo : trigger.old){
      if(oppo.AccountId != null){
      acctIds.add(oppo.AccountId);
      }
      }
      }
      if(acctIds.size() > 0){
      oppoList = [SELECT Amount, AccountId FROM Opportunity WHERE AccountId IN : acctIds];
      for(Opportunity oppo : oppoList){
      if(!acctIdOppoListMap.containsKey(oppo.AccountId)){
      acctIdOppoListMap.put(oppo.AccountId, new List<Opportunity>());
      }
      acctIdOppoListMap.get(oppo.AccountId).add(oppo);
      }
      List<Account> acctList = new List<Account>();
      acctList = [SELECT Amount__c FROM Account WHERE Id IN: acctIds];
      for(Account acct : acctList){
      List<Opportunity> tempOppoList = new List<Opportunity>();
      tempOppoList = acctIdOppoListMap.get(acct.Id);
      Double OpportunityAmount = 0;
      for(Opportunity oppo : tempOppoList){
      if(oppo.Amount != null){
      OpportunityAmount += oppo.Amount;
      }
      }
      acct.Amount__c = OpportunityAmount;
      }
      update acctList;
      }
      }

      Hope, this will solve your problem.

      Thanks!!

    • Aileen Kim

      Member
      June 22, 2023 at 1:01 PM

      Hi @shaharyar and @parul-2 the code is very helpful however, it also calculates Closed Lost Opportunities. How do I filter it and only calculate the Opportunities that are in Closed Won and Invoice Sent? Thank you.

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