Comments on: Opportunity Roll-Up Summary Recommendations

By: Tom C

Tom C — Wed, 12 Nov 2008 18:38:46 +0000

I think I figured out the problem. Our organization has Advanced Currency Management enabled, and buried in salesforce’s help pages, I found that opportunity amount roll up sums will not work when this is enabled. So it’s not Winter ’09’s fault, it’s that we enabled Advanced Currency Management at some point in the past month or so, and it broke our roll up summary field.

By: Tom C

Tom C — Wed, 12 Nov 2008 18:10:03 +0000

We use PE, and had a “sum of all opps” working splendidly in our accounts. Then one day, the little sand timer icon showed up and never went away, and now when I try to recreate the same roll up summary I have the same issue — in Field to Aggregate, Amount is not a choice. We do use multiple currencies here. My only guess is that when Winter ‘09 was released it broke our implementation.

By: Scott Hemmeter

Scott Hemmeter — Tue, 11 Nov 2008 02:06:00 +0000

@George, I wonder if there is an issue if multi-currency is enabled. Do you use multiple currencies?

By: Georgie Rebane

Georgie Rebane — Mon, 10 Nov 2008 18:44:31 +0000

I also use PE and cannot see the Amount field or any of my custom fields that are currency fields.

By: Scott Hemmeter

Scott Hemmeter — Sat, 05 Jul 2008 15:13:27 +0000

I tried it in PE and I can see the Amount field available. Not sure why you can’t. Make sure you are selecting Opportunities as the object to roll up and then the SUM/MAX/MIN option.

By: CRMZepher

CRMZepher — Fri, 04 Jul 2008 18:53:12 +0000

Hello,

Great advice and tutorial . . just one question . . is there a difference between PE and EE with this feature? I can´t get the AMOUNT field to appear in the Field to Aggregate column. I have the PE edition

By: Scott Hemmeter

Scott Hemmeter — Mon, 17 Mar 2008 15:15:38 +0000

@Stefan:

Ugh. That stinks.

I guess my lesson learned here is to not assume something will work just because it works in other places of Salesforce.

By: Stefan

Stefan — Mon, 17 Mar 2008 15:12:57 +0000

Unfortunately the workaround does not seem to work either

Roll-up summary fields can calculate the values of formula fields if they do not contain functions that automatically derive values on the fly, such as NOW or TODAY.

By: Scott Hemmeter

Scott Hemmeter — Tue, 11 Mar 2008 18:07:45 +0000

@Joe:

D’oh! I added those date recommendations without testing them. I took for granted that they’d work. As it turns out, Salesforce doesn’t re-use the filtering functionality everywhere, so there is different functionality in different places.

Sorry about that.

The workaround to this would be to create some formula fields that result in TRUE or FALSE to calculate whether the Close Date is in the current year, current quarter, etc. Then use those formula fields in the Roll-Up Summary fields.

Hey Salesforce, how about making those date filters available in Roll-Up summary fields? I’ll post an idea.

By: Joe

Joe — Tue, 11 Mar 2008 15:30:37 +0000

This guide is great. However, the date filters like THIS YEAR, THIS MONTH etc do not work in Account – Opportunity roll up summary fields. The error message Error: Invalid date (Valid date format 11/03/2008) is received in our PE instance.
Thanks
Joe