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ロールアップサマリーフィールド : Rollupsummary field

Last updated at Posted at 2022-04-10

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まとめN~Z

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高度な通貨管理を有効にした場合など、他の課題にもこの遊び場を使用したことがあるでしょう。

通貨フィールドは、2つの高度な通貨管理オブジェクト間で高度な通貨管理が有効になっている場合にのみ集計できます。

You have probably used this playground for other challenges, including one where you enabled advanced currency management.

Currency fields can only be aggregated if advanced currency management is enabled between two advanced currency management objects. Opps to Account is not one of them:

https://help.salesforce.com/s/articleView?id=sf.administration_about_advanced_currency_management.htm&type=5

Either you disable it, or restart the challenge with a new playground

数式フィールドは使えません

It seems that you are having cross object formula field. The cross object formula fields cannot be used for Rollup summary field.

Please refer below URL, it is mentioned here clearly:
http://login.salesforce.com/help/doc/en/fields_about_roll_up_summary_fields.htm

https://developer.salesforce.com/forums/?id=906F000000091T0IAI

相対的な日付は使えません

It just depends on what Formula the Formula(Checkbox) field is using.

If it uses Relative Dates like TODAY() or NOW(0 and stuff like that, it can't be used as a Roll-Up Filter

https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8nrhSAB

OR 条件は使えません

Looks like this is still an idea:

https://ideas.salesforce.com/s/idea/a0B8W00000GdnCCUAZ/rollup-summary-fields-or-filter-logic

For those looking for interim solutions, there are non-Salesforce-built tools available that provide some of the requested functionality. Please review and use these tools at your own discretion:

Declarative Lookup Rollup Summaries (DLRS), an open-source app
Rollup Helper, a free-to-try and paid AppExchange app

https://ideas.salesforce.com/s/idea/a0B8W00000Gde5QUAR/rollup-summary-fields-formulas-rather-than-static-criteria

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