How to roll-up Custom Object field values onto Standard Campaign Object?

The name of the pictureThe name of the pictureThe name of the pictureClash Royale CLAN TAG#URR8PPP





.everyoneloves__top-leaderboard:empty,.everyoneloves__mid-leaderboard:empty margin-bottom:0;







up vote
1
down vote

favorite












I want to create custom roll-up summary fields on the Campaign object from a custom object/field like Appointment__c.Price__c or Invoice__c.Amount__c.



But roll-up summary doesn't give me access to any object other than Campaign Members.



Do I need to write a Trigger or Batch Job do achieve this, or is there another way?






campaign roll-up-summary







share|improve this question

















  • 1




    You can create Roll-Up Summary field only when you have Master-Detail relationship b/w objects. So here you can achieve this via Workflow or Trigger.
    – Pragati Jain
    10 mins ago
















up vote
1
down vote

favorite












I want to create custom roll-up summary fields on the Campaign object from a custom object/field like Appointment__c.Price__c or Invoice__c.Amount__c.



But roll-up summary doesn't give me access to any object other than Campaign Members.



Do I need to write a Trigger or Batch Job do achieve this, or is there another way?






campaign roll-up-summary







share|improve this question

















  • 1




    You can create Roll-Up Summary field only when you have Master-Detail relationship b/w objects. So here you can achieve this via Workflow or Trigger.
    – Pragati Jain
    10 mins ago












up vote
1
down vote

favorite









up vote
1
down vote

favorite











I want to create custom roll-up summary fields on the Campaign object from a custom object/field like Appointment__c.Price__c or Invoice__c.Amount__c.



But roll-up summary doesn't give me access to any object other than Campaign Members.



Do I need to write a Trigger or Batch Job do achieve this, or is there another way?






campaign roll-up-summary







share|improve this question













I want to create custom roll-up summary fields on the Campaign object from a custom object/field like Appointment__c.Price__c or Invoice__c.Amount__c.



But roll-up summary doesn't give me access to any object other than Campaign Members.



Do I need to write a Trigger or Batch Job do achieve this, or is there another way?






campaign roll-up-summary




campaign roll-up-summary






share|improve this question













share|improve this question











share|improve this question




share|improve this question










asked 16 mins ago









Robs

1,262424




1,262424







  • 1




    You can create Roll-Up Summary field only when you have Master-Detail relationship b/w objects. So here you can achieve this via Workflow or Trigger.
    – Pragati Jain
    10 mins ago












  • 1




    You can create Roll-Up Summary field only when you have Master-Detail relationship b/w objects. So here you can achieve this via Workflow or Trigger.
    – Pragati Jain
    10 mins ago







1




1




You can create Roll-Up Summary field only when you have Master-Detail relationship b/w objects. So here you can achieve this via Workflow or Trigger.
– Pragati Jain
10 mins ago




You can create Roll-Up Summary field only when you have Master-Detail relationship b/w objects. So here you can achieve this via Workflow or Trigger.
– Pragati Jain
10 mins ago










1 Answer
1






active

oldest

votes

















up vote
2
down vote













Declarative Lookup Rollup Summaries is your friend any time you're seeking to roll up information that's any of



  • Not aggregated under a Master-Detail relationship

  • Requires filtering more complex than achievable with a native Roll-Up Summary field.

  • Uses aggregation operations like Concatenate.

  • Uses a standard object as the child.

  • Involves objects that don't support triggers (using Scheduled mode).

It's open source and well-tested in many, many orgs. You can achieve this objective without writing a line of Apex.






share|improve this answer




















    Your Answer







    StackExchange.ready(function()
    var channelOptions =
    tags: "".split(" "),
    id: "459"
    ;
    initTagRenderer("".split(" "), "".split(" "), channelOptions);

    StackExchange.using("externalEditor", function()
    // Have to fire editor after snippets, if snippets enabled
    if (StackExchange.settings.snippets.snippetsEnabled)
    StackExchange.using("snippets", function()
    createEditor();
    );

    else
    createEditor();

    );

    function createEditor()
    StackExchange.prepareEditor(
    heartbeatType: 'answer',
    convertImagesToLinks: false,
    noModals: false,
    showLowRepImageUploadWarning: true,
    reputationToPostImages: null,
    bindNavPrevention: true,
    postfix: "",
    onDemand: true,
    discardSelector: ".discard-answer"
    ,immediatelyShowMarkdownHelp:true
    );



    );













     

    draft saved


    draft discarded


















    StackExchange.ready(
    function ()
    StackExchange.openid.initPostLogin('.new-post-login', 'https%3a%2f%2fsalesforce.stackexchange.com%2fquestions%2f235876%2fhow-to-roll-up-custom-object-field-values-onto-standard-campaign-object%23new-answer', 'question_page');

    );

    Post as a guest

















    1 Answer
    1






    active

    oldest

    votes








    1 Answer
    1






    active

    oldest

    votes









    active

    oldest

    votes






    active

    oldest

    votes








    up vote
    2
    down vote













    Declarative Lookup Rollup Summaries is your friend any time you're seeking to roll up information that's any of



    • Not aggregated under a Master-Detail relationship

    • Requires filtering more complex than achievable with a native Roll-Up Summary field.

    • Uses aggregation operations like Concatenate.

    • Uses a standard object as the child.

    • Involves objects that don't support triggers (using Scheduled mode).

    It's open source and well-tested in many, many orgs. You can achieve this objective without writing a line of Apex.






    share|improve this answer
























      up vote
      2
      down vote













      Declarative Lookup Rollup Summaries is your friend any time you're seeking to roll up information that's any of



      • Not aggregated under a Master-Detail relationship

      • Requires filtering more complex than achievable with a native Roll-Up Summary field.

      • Uses aggregation operations like Concatenate.

      • Uses a standard object as the child.

      • Involves objects that don't support triggers (using Scheduled mode).

      It's open source and well-tested in many, many orgs. You can achieve this objective without writing a line of Apex.






      share|improve this answer






















        up vote
        2
        down vote










        up vote
        2
        down vote









        Declarative Lookup Rollup Summaries is your friend any time you're seeking to roll up information that's any of



        • Not aggregated under a Master-Detail relationship

        • Requires filtering more complex than achievable with a native Roll-Up Summary field.

        • Uses aggregation operations like Concatenate.

        • Uses a standard object as the child.

        • Involves objects that don't support triggers (using Scheduled mode).

        It's open source and well-tested in many, many orgs. You can achieve this objective without writing a line of Apex.






        share|improve this answer












        Declarative Lookup Rollup Summaries is your friend any time you're seeking to roll up information that's any of



        • Not aggregated under a Master-Detail relationship

        • Requires filtering more complex than achievable with a native Roll-Up Summary field.

        • Uses aggregation operations like Concatenate.

        • Uses a standard object as the child.

        • Involves objects that don't support triggers (using Scheduled mode).

        It's open source and well-tested in many, many orgs. You can achieve this objective without writing a line of Apex.







        share|improve this answer












        share|improve this answer



        share|improve this answer










        answered 10 mins ago









        David Reed

        21.6k31640




        21.6k31640



























             

            draft saved


            draft discarded















































             


            draft saved


            draft discarded














            StackExchange.ready(
            function ()
            StackExchange.openid.initPostLogin('.new-post-login', 'https%3a%2f%2fsalesforce.stackexchange.com%2fquestions%2f235876%2fhow-to-roll-up-custom-object-field-values-onto-standard-campaign-object%23new-answer', 'question_page');

            );

            Post as a guest
































































            Comments

            Post a Comment

            Popular posts from this blog

            Long meetings (6-7 hours a day): Being “babysat” by supervisor

            Image
            Clash Royale CLAN TAG #URR8PPP .everyoneloves__top-leaderboard:empty,.everyoneloves__mid-leaderboard:empty margin-bottom:0; up vote 31 down vote favorite 4 I hold a PhD in mechanical engineering with a 7 year background in self-guided, self-paced research including 2 years as a graduate level course instructor and a subject matter expert for various engineering projects in a university setting in the United States. For the last 10-11 months, I am working in a research industry in France where my task is to debug C++ spaghetti code written over a period of several years by my current supervisor. It is a team of 2: just I and my supervisor. Diurnally, I am posed with a "bug of the day" to get out of this C++ code. My supervisor generally gives me about 15-30 minutes to solve it and then accosts me about whether or not the task is completed and then rinses and repeats this until the end of the day. Off-late, my supervisor has been holding 6-7 hour long "meetin
            Read more

            Is the Concept of Multiple Fantasy Races Scientifically Flawed? [closed]

            Image
            Clash Royale CLAN TAG #URR8PPP up vote 2 down vote favorite Many fantasy worlds have multiple humanoid species (elves, orcs, humans, etc) living in the same world, in addition to that, they often have the ability to interbreed. And I can't help but question their believability... fantasy-races reproduction interspecies-relations share | improve this question edited Aug 9 at 14:46 Michael Kjörling ♦ 21.1k 10 85 161 asked Aug 9 at 13:13 Chlodio 118 6 closed as unclear what you're asking by MichaelK, Gryphon, John, Vincent, Frostfyre Aug 9 at 15:25 Please clarify your specific problem or add additional details to highlight exactly what you need. As it's currently written, it’s hard to tell exactly what you're asking. See the How to Ask page for help clarifying this question. If this question can be reworded to fit the rules in the help center, please edit the question. 3 Stack Exchange exist to
            Read more

            Confectionery

            Image
            Prepared foods made with a lot of sugar or other cabohydrates "Sweetmeat" redirects here. For the racehorse, see Sweetmeat (horse). Not to be confused with Sweetbread. This Kransekake is a traditional Scandinavian baker's confection. Confectionery is the art of making confections , which are food items that are rich in sugar and carbohydrates. Exact definitions are difficult. [1] In general, though, confectionery is divided into two broad and somewhat overlapping categories, bakers' confections and sugar confections. [2] Bakers' confectionery, also called flour confections , includes principally sweet pastries, cakes, and similar baked goods. Sugar confectionery includes candies ( sweets in British English), candied nuts, chocolates, chewing gum, bubble gum, pastillage, and other confections that are made primarily of sugar. In some cases, chocolate confections (confections made of chocolate) are treated as a separate category, as are sugar-free versions of
            Read more