Allow Roll Up Summaries on Account Teams, Contact Roles, Sales Team - Ideas - Salesforce Trailblazer Community
Trailblazer Community

All Ideas

Idea Details

Post an Idea
4,140  Points
Idea has been posted. Give it an upvote or downvote.

Allow Roll Up Summaries on Account Teams, Contact Roles, Sales Team

Operational Reporting

If we had roll up summaries at the account or opportunity level for Account Teams, Contact Roles, or Sales Teams, we could do use that field to enforce some buisness processes that are difficult to do currently.  For example, we'd like to make sure that every account has someone in a particular contact role, or check to see if certain accounts have account team roles.   If we could do roll up summaries, we could easily report & set up validation rules or workflow based on those activities.

Merge Idea · Flag

  • Upvotes
  • Downvotes



from AppExchange

Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.