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Roll up summary to count attachments on Salesforce Opportunity
Hi everyone,
Is it possible to create a roll-up summary field on an Opportunity record that counts the attachments on the record?
What I need is to see all the Opportunity records that have or haven't got an attachment at the 'closed' stage.
Thanks
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2 Replies
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Hi Kumar,
I don't think without writing apex trigger it is not possible. You can't create workflow or validation rules on Attachments and you can't do a roll-up summary field either. So You can write a trigger that will count the no. of attachments and write the same into a custom field on Opportunity object.
Hope this helps you.
Thanks
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Thanks for helping ! I will try to create a trigger.
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