-
Is it possible to aggregate data from contacts to accounts?
Is it possible to aggregate data from contacts to accounts?
-
1 Reply
-
Hi Ravi,
All standard activities do roll up from the Contact to the Account.
For custom objects you can create a hidden Account look up on the custom object and workflow the account the contact is associated to. This will create the related list on the Account and you will be able to see all of the contact related list information.
Log In to reply.
Popular Salesforce Blogs
Display Custom Roll-up Summary on Account | Salesforce Developer Guide
In this blog, I would like you to share, how to display a custom roll-up summary on the account. Before moving to code first create…
Leveraging Salesforce Technology to Improve Location-Based Funding Efficiency
It's no coincidence that community financing models centered on specific locations have become more prevalent in the past decade. Rising public service demands, increasing complexity…
4 Major Advantages of Salesforce Einstein Analytics for Sales Managers
For many years, most of the Salesforce users were using reports and dashboards to quickly look up their data, perceive performance, and communicate results. But…
Popular Salesforce Videos
How Much I Earn as a Salesforce Consultant!
In this video, Adam Foyston gives a detailed look at the earnings of Salesforce consultants, how they compare to the earnings of Salesforce admins, and…
What are Custom Settings in Salesforce?
Custom settings are similar to custom objects in that they let you customize org data. Unlike custom objects, which have records based on them, custom…
Is It Easy To Get A Job At Salesforce?
Wondering if it is easy to get a job at Salesforce. Well, watch this video to get some tips and tricks. Join this useful group…
