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Which solutions prevent a formula field from being referenced by a Roll-Up Summary Field?

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Asked by Akashagarwal, Last updated: Jan 14, 2021

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4 Answers

C. Hughes

C. Hughes

Learning new things along with my music

C. Hughes
C. Hughes, Musician, MA, Bradford

Answered Sep 25, 2020

If you want to find a solution to prevent a formula field from being referenced by a Roll-Up summary field, check this out. For example, you are considering a situation whereby you record the cost of a product by adding a custom field to the product object.

You want the sum of all the costs added to be displayed on an opportunity. If you want the product cost to be displayed, then you will have to add the product to an opportunity. Here comes the solution! The cost field has to be copied to a custom currency field located on the opportunity product record so as to rollup the value.

This solution, however, may not really work in all situations. When we are talking about Roll-Up summary fields, they are very useful features in the Salesforce. But sometimes in some situations, you may need to rollup the formula field value.

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EzioDalBo

EzioDalBo

EzioDalBo
EzioDalBo

Answered Jul 03, 2020

The correct answer is 1) NOW() 2) A Cross-object field reference in the formula field.

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sf developer

sf developer

sf developer
Sf developer

Answered Sep 20, 2019

The answer is: NOW() & Formula field having cross object field reference.

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akashagarwal172

akashagarwal

akashagarwal172
Akashagarwal

Answered Sep 16, 2019

A cross-object workflow updating a field referenced by the formula field
The CASE() function in the formula field
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