Objects: Scenario 1 Solution

The solution section provides an overview of how to solve this scenario, and why that solution was chosen.  The Solution Steps section immediately following outlines the exact steps used to replicate the solution.

Solution:

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27 Responses to “Objects: Scenario 1 Solution”

  1. mapo882 February 1, 2016 at 7:55 pm #

    This is neither a master-detail nor a lookup relationship, I see.

  2. tejalr8@gmail.com December 1, 2015 at 2:43 am #

    hi john,
    I also want to know for roll up summary that how many more standard objects can we couple to-gather , why account and opportunity only mentioned here…there are more standard objects…but as new learner ,how can i get idea that i don’t need master detail on here,:(

    understood this scenario after having mostly same kind of doubts as others have … but getting in to fear that what else could b more hidden or i m missing in here.
    if some more related standard objects are possible, like this unique way , can you please list out them…just for a reference. some exceptional case.

  3. Phil Sallaway October 28, 2014 at 7:09 pm #

    It was un clear what sales were to be summarized in the problem description. It was vague. I did lifetime sales and by default got it right. So say something like total sales won for the lifetime of the account.

  4. Afzal Asif October 17, 2014 at 1:38 am #

    Hi John,

    At step 5, for odd reason I can’t see “Amount field”. There are other fields but not amount. What can be the reason for that?

    Select Summarized Object “Opportunities”.
    Select Roll-Up Type “Sum” and Field to Aggregate “Amount”. <>

    Thanks

    • JohnCoppedge October 19, 2014 at 3:05 am #

      Check that you have access to the field (via field level security) and that you haven’t renamed the field… and that you are logged in as a system administrator.

      Will post if I can think of anything else… odd.

      • Jeanne Busch October 22, 2014 at 3:05 pm #

        The other possibility is, you have to scroll UP inside the box. I did.

    • donalee@cinci.rr.com June 19, 2015 at 6:28 pm #

      Hi John,
      I am having this same problem. I can’t see ‘Amount’ in the picklist. I am logged in as System Admin and FLS is ‘Editable’. Did you ever figure out what was happening?
      Thanks!
      Dona

      • JohnCoppedge June 19, 2015 at 8:20 pm #

        Hi Dona,

        Are you creating the rollup summary field on the account object? When you create the field, your screen should mirror the sreenshot in the steps above.

        • donalee@cinci.rr.com June 20, 2015 at 1:42 am #

          Okay, to do the Scenarios I have been using my free 30 day trial org that I used for the Admin 201 class. For some reason I could not see the Amount field. I just ordered up a new training org and tried it and the Amount field is there! So I’m not sure what happened to it in the “used” org. Some exercise we did? It doesn’t really matter. I’m just glad I was finally able to get the Scenario completed.

          • JohnCoppedge June 23, 2015 at 5:00 pm #

            That’s really weird. You might check the limits section for that object- maybe the rollup summary fields were already used?

  5. Renato Chookolingo October 4, 2014 at 7:15 pm #

    Hi,
    Can you give us a bit more information on the field “won”?
    Get into Setup–>Customize–>Opportunity, do not see this field “won”. Where is this field defined?
    How does this field get set to True/False?
    Thanks.

  6. Anand Viswanathan August 15, 2014 at 5:27 pm #

    How is this selection of “Summarized Object” determined. In this case the Master object is Accounts and the only Summarized object available is “Opportunities”.. Any other objects cannot be selected as a “Summarized Object’? where do we set this up ?

    • JohnCoppedge August 19, 2014 at 2:52 pm #

      Objects can be summarized if they have a master-detail relationship to the parent object (e.g. add a master-detail field from venue custom object to account – this will allow you to summarize on the venue object), or a specific standard lookup relationships (e.g. opportunity to account is a lookup, but is a ‘special’ lookup that allows summarization).

      • Lee Sauer February 9, 2015 at 10:15 pm #

        I think what Anand was asking (and what I would like to know as well) is whether there are any other “special” relationships among the standard objects which would all RSF creation?

        • JohnCoppedge February 11, 2015 at 3:07 am #

          I have never seen a documented list of this nature – the two I know of are Opp –> Account and Opp Product (opportunity line item) –> Opportunity

  7. Grant Garrigan May 16, 2014 at 5:08 pm #

    I am confused about RSFs. In this scenario, we use a RSF to establish a relationship between Accounts and Opportunities. Elsewhere, you state that only Master-Detail relationships can support RSFs, and that Standard Objects cannot be the detail side of a relationship. But both Accounts and Opportunities are standard. Is there an exception due to the tight coupling of Accounts with Opportunities?

    I must be missing something very fundamental about RSFs and Master-Detail.

    • JohnCoppedge May 16, 2014 at 7:18 pm #

      Correct – good point Grant. A RSF will work with some standard relationships that are not M/D, but will require M/D to work within a custom relationship.

      You’ll notice that Account/Opp works, but Account/Contact does not, for example.

  8. Kaira Bergstra February 15, 2014 at 9:01 pm #

    @JohnCoppedge,

    I’ve gone an extra mile and tried setting up a separate Roll-up Summary field that aggregates current Quarter’s Sales total, leveraging the similar idea used for the Scenario you introduced.

    In doing this, I tried to use the dynamic date value (i.e. This Quarter, This Year, etc that were introduced in creating List Views topic) on the Closed Date field. However, it seems that the dynamic date value is not supported in the context of creating a Roll-Up Summary field.

    Can you advise how this can be achieved, if possible?

    K

  9. Sue Monk February 1, 2014 at 5:45 am #

    Hi John
    Formula also works if Stage = Closed/Won.

    Regards
    Sue

    • JohnCoppedge February 1, 2014 at 9:11 pm #

      Yep very true – if you have more than one closed/won stage then you would want to adjust accordingly!

      Thanks Sue

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