A new knowledge base article has been published on our support portal.
In this business scenario you have a requirement to set and 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 open Opportunity records associated to the Account.
A key part of this requirement is that roll-up must run in real-time.
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