Joan Jackson - 1 year ago
This is really needed. The AppExchange tools available just don't do the trick. I have tried a couple of different ones and found I could create better functionality for the "roll-up" field if I did the development myself. I really don't want to have to write custom code whose only function is to count the number of related records that meet a certain criteria. There's got to be a better way.
Olivier Wiener - 1 year ago
I fully agee with Karen Ciubotariu's comment...
Rollup Helper is a great tool to achieve this. It allows you to do a lot of stats that can be used in reports... Also, in conjunction with formulas and process builder, you can send emails at a given date (a bit tricky, but no code is requiered...)
Scott Molinari - 1 year ago
Adding toSnaebjörn's reply, the functionality here is also a "platform" feature and not one of any kind of process or application. In other words, it SHOULD be Salesforce platform functionality.
And Salesforce hasn't worried about stepping on ISV feet in the past, so that can't be the reason for not doing it. Just look at CPQ and Field Service. They've stepped badly on ISV feet with those processes.
Snæbjörn Ólafsson - 1 year ago
Salesforce really should have a rule that effects when the user's voices outweighs that of app vendors. I understand that vendors need incentive to create apps for Salesforce and they shouldn't have to worry that their app's function will be impemented as standard in salesforce right aftir they launch their app. But 9+ years and +3.500 votes should really make a difference. I love the 3rd party app that delivers the ability that is described in this idea, but isn't enough, enough?
Michca Morris - 2 years ago
This is a big limitation in Salesforce. If we use an app then that process has to be scheduled to run so the rollups are out of date by a day. It is so core to our use of Salesforce as a development platform and key system for business processing, not just a CRM. PLEASE reconsider