Roll-up Summary from Child Accounts to Parent Account Standard Salesforce Roll-Up summary is work for Master Detail’s relationships such as Opportunity Amount to Account. But the Total Opportunity Amount will not roll-up to the parent accounts. So here I archive that through following to methods. There two methods Using Apex Trigger Using Flows and process builder Using Apex Triggers Salesforce Developers can code and archive this. Whenever the opportunity is created the amount is roll-up to account using standard Roll-Up Summary field. Step1: Create Roll-up Summary custom field in Account field named as 'Total Opportunity Amount'. Total Opportunity Amount roll-ups to all accounts level. In our case we want to roll-up Total Opportunity amount to the parent accounts. Step2: Create new custom currency field on account with read only accessibility. Step3: Write a trigger on Account to calculate the Roll-up summary all child accounts of Total Opp
Introduction Salesforce Lightning for outlook helps Salesforce users get more work done without switching between Outlook and Salesforce. The Salesforce users can perform apps specific actions more effectively. The Salesforce users can create Salesforce records using global actions—directly in their email applications. Specifications As per Salesforce implementation guide, it works on outlook 2013 and 2016, but not specified about the version of Operating System. During our implementation, we absorbed that it works on windows 10 Operating System. It's required TLS 1.1 or higher version. Present Features · Lightning for outlook will work on outlook web app and MS office outlook client · Can search for Salesforce records inside Outlook · Automatically sync contacts and calendar events between Outlook and Salesforce · Open Salesforce records in read mode inside Outlook · Using Email recipient