Published On Premiered Jul 20, 2023
Formulas and Validations | Implement Roll Up Summary Fields | Trailhead/Salesforce
Trailmix 2 - Customize Salesforce with Clicks
Create a Rollup Summary Field
Add a custom field to the standard account object to provide a rollup summary of the total expected revenue from all related opportunities.
Create a roll-up summary field on the Account object:
Field Label: Potential Value
Field Name: Potential_Value
Calculate the total expected revenue of all the opportunities related to the account
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Disclaimer -
This Video for education purposes