Activity Forums Salesforce® Discussions 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 oppo

    Posted by Suraj on April 3, 2017 at 2:01 pm

    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?

    Saurabh replied 6 years, 10 months ago 2 Members · 1 Reply
  • 1 Reply
  • Saurabh

    Member
    May 31, 2017 at 6:40 am

    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

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