MENU
Universal Containers utilizes opportunities and a custom object called Detaited.Sales__c. The company would like to roll sales metrics up to an opportunity for only Detailed.Sales__c records that have their picklist status set to Active.
What is the recommended method for the app builder to achieve this request?
Create a master-detail relationship between the parent and child object with a roll-up summary field that filters on the status field is the recommended method for the app builder to achieve the request of rolling up sales metrics to an opportunity for only Detailed.Sales__c records that have their picklist status set to Active. According to theSalesforce documentation, ''Roll-up summary fields calculate values from related records, such as those in a master-detail relationship.'' A roll-up summary field can filter on a field value of the child records and sum up only those records that match the criteria. Utilize the AppExchange to download a third-party application that can roll up the sales dollars with the appropriate filter, create a lookup relationship between the parent and child object with a roll-up summary field that filters on the status field, and utilize Apex code to roll up the desired amounts are not valid or necessary methods for this request.