Although, Account and Opportunity is standard Salesforce object, but we can set Roll-Up summary for many purposes.
Date of last won deal
We can easily know and display when closed won opportunity in Account page layout without complex triggers.
Create roll-up summary field in Account with
- Summarized Object = Opportunity
- Field to Aggregate = Opportunity: Close Date
- Filter Criteria = Won EQUALS True
- Summary Type = MAX
Number of Opportunities
Display number of opportunities in Account page layout
Create roll-up summary field in Account with
- Summarized Object = Opportunity
- Filter Criteria =
- Summary Type = COUNT
- Summarized Object = Opportunity
- Filter Criteria =
- Summary Type = COUNT
Number of Won Opportunities
Display number of won opportunities in Account page layout
Create roll-up summary field in Account with
- Summarized Object = Opportunity
- Filter Criteria = Won EQUALS True
- Summary Type = COUNT
Total Amount of Won Opportunities
Display total amount of won opportunities in Account page layout
- Summarized Object = Opportunity
- Filter Criteria = Won EQUALS True
- Summary Type = COUNT
Total Amount of Won Opportunities
Display total amount of won opportunities in Account page layout
Create roll-up summary field in Account with
- Summarized Object = Opportunity
- Field to Aggregate = Opportunity: Amount
- Filter Criteria = Won EQUALS True
- Summary Type = SUM
Win Percentage
Display percentage of closed won opportunity for account
Create formula field with return type = Percent, with 2 decimal place
Formula = IF(Count_of_Opportunities__c > 0, Count_Won_Opportunities__c / Count_of_Opportunities__c,0)
For more information on Roll-Up Summary, click here for Salesforce documentation.
- Summarized Object = Opportunity
- Field to Aggregate = Opportunity: Amount
- Filter Criteria = Won EQUALS True
- Summary Type = SUM
Win Percentage
Display percentage of closed won opportunity for account
Create formula field with return type = Percent, with 2 decimal place
Formula = IF(Count_of_Opportunities__c > 0, Count_Won_Opportunities__c / Count_of_Opportunities__c,0)
For more information on Roll-Up Summary, click here for Salesforce documentation.
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