Enable rollup summary field to add up formula fields - Ideas - Salesforce Trailblazer Community

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Enable rollup summary field to add up formula fields

Globalization & Custom Schema

It would be much easier if roll up summary field can work on formula fields, will eliminate use of some of the workflow rules. And make admin job much easier.

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  • Vladimir Gerasimov - 2 years ago

    Hello,

    My team is planning to address multiple RSF issues in the next few releases and we are currently reviewing all ideas related to it. This idea has been created long time ago and might not describe the actual ask here.

    As for today, formula fields are partially supported in RSFs. Few limitation I'm aware of are:
    • Cross-object formulas are not supported
    • Campaign member custom formula fields that reference fields derived from leads or contacts are not supported. (https://help.salesforce.com/articleView?id=fields_about_roll_up_summary_fields.htm&type=0)
    Are those limitation the only things that idea intended to cover?

    From the comments I see a request for using functions like TODAY or LAST MONTH in the filters for RSFs. I believe this is covered by this idea: https://success.salesforce.com/ideaView?id=08730000000BrUAAA0

    I would appreciate more detailed use cases for this idea from the community!

    Thanks fro your feedback and comments!
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