Paweł Gumiela - 7 months ago
+1, because we can't change Relationshipe Type between Asset and Account, when we want to simply calculate sum of Assets and present it on Account level we need to go for Apex Trigger or solutions like https://github.com/afawcett/declarative-lookup-rollup-summaries
For the very basic stuff it should be available out-of-the-box as this is a very common requirement from our customers
Aaron Kamakawiwoole - 1 year ago
Ran into a case where we are trying to automate Do Not Mail updates by checking to see if everyone in the household is deceased, which would be a lot easier if we could look at how many contacts are in the household, verify that the only person in it is deceased, and then mark the account Do Not Mail, but we can't do that (even though I can do this on a custom object just fine). I know that there are reasons for not wanting to adjust the architecture of Salesforce, but we want to serve our supporters well, and this would be a big step in moving in that direction. Please implement.
Juni Kumari - 1 year ago
Implemented the above use case using configuration (Lightning flow ) . Please see the details in the below link https://techexcellence09.blogspot.com/2020/07/roll-up-summary-fields-for-lookup-field.html
Tim Smith - 1 year ago
This is a passionate idea because it has been in high demand for ten years, and is higher now with the expansion of Salesforce functionality across CPQ, Marketing Cloud, Communities, etc. Having to rely on 3rd party applications is not ideal.
If performance concerns are holding this back, perhaps consider that not every object will require rollup fields and perhaps expand the functionality to all child objects but place limits on the objects available for rollups to 3 or 5. So while there may be a myriad of child objects to the account, perhaps give users the ability to select a "catalogue" of 3-5 objects allowed for a roll-up (Contacts, Assets, Cases, Opportunities).
CPQ: We need to be able to see what assets a client has on the Account.
Marketing Cloud: we should be able to roll-up activity and engagement from our contacts to the account, or assess contact data on the account (how many mailable contacts, etc).
Community: our clients should be able to easily see a summarized view of the products they have with us and # of users, transactions, etc.