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Showing posts from October, 2017

Roll-up Summary from Child Accounts to Parent Account

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