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In this business scenario you have a requirement to set & continually update a custom field on the Account entity called ‘Total Open Opportunities’. This field is the sum of the estimated revenue field from all the opportunity records associated to the Account.
A key part of this requirement is that roll-up must run in real-time.
Note: This scenario is also outlined in other articles using Decision Tables and the FindSum and FindSumFD (Fetch-Xml) methods.
N52 Formula Manager Solution
The Formula Manager solution works like this,
- We create a formula of type ‘Save To Parent’ for the Opportunity entity
- Each time an Opportunity is Created, Updated (only when ’Est. Revenue’ field changes) or Deleted the formula will execute
- The execution consists of summing up all the related opportunities that are currently set to Open
- The result of the sum will be stored in the custom field of the parent Account record