Using Roll-Up Summary field formula

By | December 29, 2016

While working with one of our recruitment based clients, we had a requirement to incorporate their business process for the updating the Account fields, based on a roll-up summary field. The process required certain fields to be updated, emails to be fired for the same criteria, etc.

Roll Up Summary field in Account

Roll Up Summary field in Account

Workflows in Salesforce are a fantastic way to automate certain business processes and was obviously our choice. We tried to use this field as the “Rule criteria” for the flow to fire based on if it’s value changes to zero. And there, we encountered an error that said, “ISCHANGED” cannot be used in this type of formula.

Workflow Rule- Created and any time its edited to subsequently meet the criteria

Workflow Rule- Created and any time its edited to subsequently meet the criteria

This could be easily resolved if you choose the “Evaluation criteria” to “created and any time it’s edited”. ISCHANGED function is available only in
-> Assignment rules
-> Validation rules
-> Field updates
-> Workflow rules if the evaluation criteria is set to Evaluate the rule when a record is: created, and every time it’s edited.

Workflow Rule -created, and every time it's edited

Workflow Rule -created, and every time it’s edited

Please refer the link for more information about workflow rule uses. – Mapping custom lead fields to standard contact fields

About Us
Greytrix as a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners across the globe. We offers Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that requires apex code incorporation into the Salesforce platform.

Greytrix has some unique solutions for Cloud CRM such as Salesforce integration with Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support to business partners and end users.

Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star app listed on Salesforce AppExchange.

For more information, please contact us at salesforce@greytrix.com. We will be glad to assist you.

Related Posts

One thought on “Using Roll-Up Summary field formula

  1. Pingback: Applying Filters to Dashboard Reports through Parameters in URL - Salesforce.com-Tips and Tricks by Greytrix

Comments are closed.