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

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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







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  • 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











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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






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2
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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.






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    1 Answer
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    active

    oldest

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    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

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