{"id":2272,"date":"2016-12-29T09:20:10","date_gmt":"2016-12-29T09:20:10","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/salesforce\/?p=2272"},"modified":"2025-06-23T09:46:04","modified_gmt":"2025-06-23T09:46:04","slug":"using-roll-up-summary-field-formula","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2016\/12\/29\/using-roll-up-summary-field-formula\/","title":{"rendered":"Using Roll-Up Summary field formula"},"content":{"rendered":"<p>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.<\/p>\n<div id=\"attachment_2273\" style=\"width: 605px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2016\/12\/1.Roll-Up-Summary-field-in-Account.png\" target=\"_blank\" rel=\"noopener\"><img fetchpriority=\"high\" decoding=\"async\" aria-describedby=\"caption-attachment-2273\" class=\"size-large wp-image-2273\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2016\/12\/1.Roll-Up-Summary-field-in-Account-1024x426.png\" alt=\"Roll Up Summary field in Account\" width=\"595\" height=\"248\" \/><\/a><p id=\"caption-attachment-2273\" class=\"wp-caption-text\">Roll Up Summary field formula, <span style=\"font-size: revert; color: initial;\">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 \u201cRule criteria\u201d for the flow to fire based on if it\u2019s value changes to zero. And there, we encountered an error that said, \u201cISCHANGED\u201d cannot be used in this type of formula.<\/span><\/p><\/div>\n<div id=\"attachment_2275\" style=\"width: 909px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2016\/12\/2.-Workflow-Rule.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" aria-describedby=\"caption-attachment-2275\" class=\"size-full wp-image-2275\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2016\/12\/2.-Workflow-Rule.png\" alt=\"Workflow Rule- Created and any time its edited to subsequently meet the criteria\" width=\"899\" height=\"621\" \/><\/a><p id=\"caption-attachment-2275\" class=\"wp-caption-text\">Workflow Rule- Created and any time its edited to subsequently meet the criteria<\/p><\/div>\n<p>This could be easily resolved if you choose the \u201cEvaluation criteria\u201d to \u201ccreated and any time it\u2019s edited\u201d. ISCHANGED function is available only in<br \/>\n-&gt; Assignment rules<br \/>\n-&gt; Validation rules<br \/>\n-&gt; Field updates<br \/>\n-&gt; Workflow rules if the evaluation criteria is set to Evaluate the rule when a record is: created, and every time it\u2019s edited.<\/p>\n<div id=\"attachment_2277\" style=\"width: 605px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2016\/12\/3.-Workflow-Rule-created-and-every-time-its-edited.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" aria-describedby=\"caption-attachment-2277\" class=\"size-large wp-image-2277\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2016\/12\/3.-Workflow-Rule-created-and-every-time-its-edited-1024x593.png\" alt=\"Workflow Rule -created, and every time it's edited\" width=\"595\" height=\"345\" \/><\/a><p id=\"caption-attachment-2277\" class=\"wp-caption-text\">Workflow Rule -created, and every time it&#8217;s edited<\/p><\/div>\n<p>Please refer the link for more information about workflow rule uses. &#8211; <a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2013\/11\/01\/mapping-custom-lead-fields-to-standard-contact-fields\/\">Mapping custom lead fields to standard contact fields<\/a><\/p>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0as 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.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0has some unique solutions for Cloud CRM such as Salesforce integration with\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\">Sage Enterprise Management (Sage X3<\/a>),\u00a0Sage Intacct, <a href=\"https:\/\/www.greytrix.com\/product\/sage-100-erp\/gumu-100-salesforce-integration\">Sage 100\u00a0<\/a>and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/gumu-300-salesforce-integration\">Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/crm-development\/salesforce-com\">Salesforce customization and development services<\/a> along with services such as Salesforce <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/data-migration-services\">Data Migration<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/integrated-application-development\">Integrated App development<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/custom-development\">Custom App development<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/maintenance-support\">Technical Support<\/a> to business partners and end users.<\/p>\n<p>Greytrix GUMU&#x2122; integration for Sage ERP \u2013 Salesforce is a 5-star app listed on <a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a>.<\/p>\n<p>For more information, please contact us at\u00a0<a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n<p><strong><span style=\"font-size: Medium;\">Related Posts<\/span><\/strong><\/p>\n<ul>\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2016\/12\/29\/new-debug-log-features\/\" target=\"_blank\" rel=\"noopener\">New Debug Log Features<\/a><\/li>\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2016\/12\/29\/addingcreating-fieldset-in-salesforce\/\" target=\"_blank\" rel=\"noopener\">Adding\/Creating FieldSet in Salesforce<\/a><\/li>\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2016\/12\/29\/creating-a-lightning-component\/\" target=\"_blank\" rel=\"noopener\">Creating a Lightning Component<\/a><\/li>\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2016\/11\/30\/gumu-for-salesforce-integration-with-sage-erp\/\" target=\"_blank\" rel=\"noopener\">Get GUMU&#x2122; for Salesforce integration with Sage ERP<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>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. This could be easily resolved if you choose\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2016\/12\/29\/using-roll-up-summary-field-formula\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[193,315,318],"class_list":["post-2272","post","type-post","status-publish","format-standard","hentry","category-salesforce-srv","tag-ischanged-availability","tag-rollup-summary-fields-in-formula","tag-rule-criterias-in-salesforce"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/2272","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/comments?post=2272"}],"version-history":[{"count":6,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/2272\/revisions"}],"predecessor-version":[{"id":11037,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/2272\/revisions\/11037"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=2272"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=2272"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=2272"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}