Add Roll-Up Fields to All Object Types
V
Victor Oben
Add support for roll-up fields, allowing users to automatically summarize data from associated records — across Contacts, Companies, Opportunities, and Custom Objects.
Many businesses associate multiple records to a parent object — like Contacts to a Company, Opportunities to a Property, or Opportunity to a Project. Currently, there’s no native way to calculate rollups (like totals or counts) based on those associations.
Examples of what we want to do:
Show the total deal value on a Company from all associated Opportunities
Display the number of Contacts associated with a Property
Sum the payouts of all related Custom Object records
Determine the max opportunity value associated with a Custom Object
Roll-up types:
Count
Sum
Average, Min, Max
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