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Scenario Overview

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.

Note: This scenario is also outlined in other articles using the Classic editor 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

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