Roll up summary to count attachments on Salesforce Opportunity - Forcetalks

Tagged: Opportunity Record, Rollup Summary, Salesforce Opportunity, Summary Report

Salesforce® Discussions

Roll up summary to count attachments on Salesforce Opportunity

Posted by Kumar on December 19, 2016 at 1:57 PM

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

Kumar replied 9 years, 4 months ago 2 Members · 2 Replies
2 Replies

PRANAV

Member
December 20, 2016 at 1:13 PM

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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Kumar

Member
December 20, 2016 at 2:11 PM

Thanks for helping ! I will try to create a trigger.

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