Comments on: Roll-Up Summary Fields with Lookup Relationships – Part 1

By: Sachin Agarwal

Sachin Agarwal — Wed, 12 Oct 2011 14:31:19 +0000

HI @Jeff ! I see both blog on “Roll-Up Summary” (part1 & Part 2).

But i think when we create a trigger to maintain value as like roll-up summary field,
then trigger on “UNDELETE” is also required
otherwise it update the wrong value when we undelete the child record.

By: Jeff Douglas

Jeff Douglas — Sat, 24 Sep 2011 11:59:11 +0000

Abe, you can simply create a rollup summary field that counts the number of opportunities for an account. It’s pretty standard functionality. Check the help docs for more info.

By: Abe

Abe — Tue, 20 Sep 2011 08:12:26 +0000

Hi Jeff, I am fairly new to Salesforce and have the following issue. My client has been using Salesforce for over 2 years and has over 100,000 account records. Now, I need to create a roll-up/count of the opportunity records attached to the account. Will this roll-up field be dynamically populated for my existing records?
Any information in this regard will be greatly appreciated. Thanks!

By: Salesforce Roll-Up Summary Trigger Revised

Salesforce Roll-Up Summary Trigger Revised — Tue, 07 Jun 2011 17:17:23 +0000

[...] Roll-Up Summary Fields with Lookup Relationships Part 1 – Jeff Douglas [...]

By: Jeff Douglas

Jeff Douglas — Mon, 14 Feb 2011 11:34:10 +0000

@Dave, I think you will need to have a trigger for this to calculate the totals at runtime.

By: Dave

Dave — Wed, 09 Feb 2011 18:04:51 +0000

Hi Jeff, i have a very simple application of what you are speaking of but i am not a coder.

I currently use SF Objects to track commissions for my Sales Reps and Managers.

When 1 or more mangers has earned an override, I select the manager(s) through a Lookup Relationship. Since this is not always done at the time i create the commission, it is not possible for me to make this a Master/Detail Relationship.

So basically I am wanting to simply have a field on the Manager’s Object that will calculate the SUM of a Currency Field from any override commissions that were attached.

By: Jeff Douglas

Jeff Douglas — Wed, 26 Jan 2011 21:27:27 +0000

@Manoj, each shipment belongs to an “aid case” so the Aid_Case__c field is a relationship lookup to the Aid_Case__c object. HTH

By: Manoj

Manoj — Wed, 26 Jan 2011 17:04:09 +0000

Hi Jeff ,

I have a similar requirement and was writing a test class for it .I was wondering what does the ” Aid_Case__c ” field refer to in your test class?

Thanks and Regards

By: Roll-Up Summary Fields With Lookup Relationships – Part 2 | Jeff Douglas - Technology, Coding and Bears... OH MY!

Tue, 13 Jul 2010 11:11:16 +0000

[...] the first part of this post I outlined the issues involved with creating a trigger to do roll-up summaries with a lookup [...]

By: Onur

Onur — Tue, 20 Apr 2010 21:36:46 +0000

Hi Jeff,
I am having some problems with aggregate function, it does not seem to sum items__c. If you do not mind would you post a little demonstration for roll up with aggregate functions.
I understand if you say I ask too much.
Thanks again and sorry for the bother.