All Ideas

Idea Details

Post an Idea
54,740  Points
Open - Not Planned
Open - Not Planned

Roll-Up Summary Fields: Formulas Rather than Static Criteria

Custom Schema

Currently, the Roll-Up Summary Field functionality only supports the use of static criteria for evaluating which records to COUNT, SUM, etc. Certainly, that works in many situations and this has been a great feature. However, there are so many more situations where a Roll-Up Summary field is needed but the necessary logic cannot be defined without the use of a formula. Hence, this idea... Add the ability to use formulas when creating Roll-Up Summary fields. Below are some examples of Roll-Up Summary fields that can and cannot be created today, for comparison. Scenario: a custom object called Project has a Mater-Detail relationship with the Opportunity object. In effect, one opportunity can have on or many related projects. Each project has fields for Start Date, Estimated End Date and Actual End Date. Example 1 - CAN be accomplished today Create a Roll-Up Summary field on Opportunity which provides a COUNT of all related Projects where Actual End Date is NULL (blank). In effect, a COUNT of all OPEN projects (though a bit suspect as it doesn't account for Projects that might not have started yet). Example 2 - CANNOT be accomplished today Create a Roll-Up Summary field on Opportunity which provides a COUNT of all related Projects where Start Date is less than or equal to TODAY and Actual End Date is NULL (blank). In effect, a more accurate COUNT of all open projects (excluding any that have not yet begun). Example 3 - CANNOT be accomplished today Create a Roll-Up Summary field on Opportunity which provides a COUNT of all related projects where Estimated End Date equals THIS MONTH and Actual End Date is NULL (blank). In effect, a COUNT of all projects expected to end in the current month but have not yet ended. I'm sure that there are many other great examples of formula-based Roll-Up sumarry field logic. Many of which likely have nothing to do with date comparisons. Please provide comments with your other examples.

Merge Idea · Flag

Latest Comment from Salesforce

  • Vladimir Gerasimov - 10 days ago

    Hello,

    While I don't have any good news for the community, I would like to provide an update for this idea. Unfortunately, this is not on our roadmap for at least 2-3 releases at this point. While we understand the importance and the need for this idea, due to the performance concerns, this might require a complete re-achritecture of rollup summary fields and might take us several releases to deliver. At this point, my team is prioritizing some other projects, and I hope you already enjoying some of them such as "Where is this field used?" (going GA in Winter '20) and all new Dependency API (going Beta in Winter '20).

    I would like to keep this idea open, so we can come back to this in the future.

    Thanks!
  • Upvotes
  • Downvotes

Ideas

Apps

from AppExchange

Questions

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.