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James SJames S 

Roll up helper help

Trying to find a solution to this problem on roll up helper: 

I want to be able to count contacts who have certain checkboxes as true. For example:

Account has 5 contacts. Have a field which tells me how many of those are active (have the checkbox as true in their record) 
Best Answer chosen by James S
Alan Mc CarthyAlan Mc Carthy
Hi James,

Yes you would have to use the Roll-Up Helper. In Out-of-the-Box Salesforce, you can only create Roll-Up Summary Fields on objects which are masters of a m-d relationship.

The field type to store your roll-up result would be Number.

The child object is contact.

When you select COUNT, you will not be asked for a field to aggregate. COUNT counts up the number of records, and doesn't care what the values of the fields are.

For custom filter, select PDC = TRUE. This will ensure that you only count records which have the box checked.


Hopefully this clarifies things for you!

All Answers

Alan Mc CarthyAlan Mc Carthy
Hi James, the way to do this is as follows:

Create a roll-up summary field on Account and select Roll-Up type 'COUNT'. This counts up every Contact record attached to the Account record. Then in the Filter Criteria choose Contact.Checkbox = TRUE. This will only include in the calculation those Contacts which have the checkbox ticked.

If you have multiple Contact checkboxes to account for, then what you should do is make a new roll up summary field on the Account object for each checkbox, and in each one filter by the chosen checkbox.

This should be enough to solve your use case. I hope this helps!
James SJames S

Hi Alan,

Can this only be done on the roll up helper? I appreciate your help but there are steps i cannot complete 

if so i need to know what do I put for the field type? Number, text? 

Then child object is contact?

Then I select my checkbox I want to see - in this case PDC. 

Then select type to count? 

Then do i select a custom filter? I am stuck on these steps

 

Alan Mc CarthyAlan Mc Carthy
Hi James,

Yes you would have to use the Roll-Up Helper. In Out-of-the-Box Salesforce, you can only create Roll-Up Summary Fields on objects which are masters of a m-d relationship.

The field type to store your roll-up result would be Number.

The child object is contact.

When you select COUNT, you will not be asked for a field to aggregate. COUNT counts up the number of records, and doesn't care what the values of the fields are.

For custom filter, select PDC = TRUE. This will ensure that you only count records which have the box checked.


Hopefully this clarifies things for you!
This was selected as the best answer
James SJames S
Thanks - only some records have loaded though. Do I have to wait a while for all to load?
Alan Mc CarthyAlan Mc Carthy
Hi James,

I am a little confused by what you mean. When you say "loaded" I am confused because the App runs on your Salesforce org and has access to your database. So there is no "loading" of records occurring. Maybe the filters you selected just reduced the list of relevant records down quite a bit?
James SJames S
No I mean when does it finish running? It said 15 mins, to go through all records and populate the new field
Alan Mc CarthyAlan Mc Carthy
Really? That's a very long time actually. You must have a large quantity of records in the org. I have not actually used that App before, I am just familiar with how these roll up summary apps work (I have used others). Maybe the App is coded inefficiently or something like that. Personally, I cannot explain why it takes that long.