How to roll-up in lookup relationship – Rollup Helper AppExchange product?

How to roll-up in lookup relationship – Rollup Helper AppExchange product?

1. Go to the below linkhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000009i3UpEAI

2. Click “Get It Now”.

3. Click “Login in to the AppExchange”.

4. Click “Install in Production”.

5. Click “Confirm and Install”.

6. Click “Install”.

Let’s see how to create roll-up fields in Lookup relationship. I have two object Employee and Hobby which are related by Lookup relationship.

1. Go to “Enable Real Time” tab.

2. Click “ALL ROLLUP SETTINGS”.

3. Click “Create Rollup”.

4. Select the object for Rollup. This should be the parent object.

5. Select the field to store the value.

6. Select the child object and its field for roll-up. Click “Save and Run”.

Leave a Reply