🧩 Salesforce Puzzle:
The client wants a new rollup field on Accounts to sum won opportunities. You navigate to the Account and start creating a new rollup field.
⁉️ When you get to select which Opportunity field you want to sum, you don't see the Amount. Why?
You check permissions (you are sys admin), look left and right. Go to your dev org to see if the ability to create rollups on opportunity amount have changed: you are able to create the rollup with no issues.
Why would the amount field not be available to rollup?
🤔 Pause to think.
The root cause below:
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While researching you find this Idea requested in *2007* still pending: 🫠 ⏳ 🫠 ⏳ 🫠 ⌛
"Allow both Advanced Currency Management and Summary Roll-ups
Currently, Advanced Currency Management and Summary Roll-ups are mutually exclusive functionalities. If we use one, we can't use the other. I've been waiting 4 years for these two capabilities. Please don't make me choose. We rely heavily on opportunity products and line item schedules so roll-ups will be a great way to present information to the user on parent objects. With the current volatility in the currency markets, advanced currency management is a must. Let me use both. Thanks."
🔗 LINK: https://lnkd.in/gryBhKKp
https://archive.ph/iia6K
The solutions so far:
Declarative Lookup Rollup Summaries (DLRS) by Salesforce Labs
🔗 https://lnkd.in/gTGh5GkT
Apex Rollup by James Simone
🔗 https://lnkd.in/ghGR8JFK
🔗 https://lnkd.in/g77Hx-2X
Create a report/dashboard to roll it up (Thanks to Darrell Gallegos!)
