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Customer experience | Sales, Customer Insights,...
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Synchronize dependent rollup fields

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Posted on by 55

I want to display some summary information about quotes on the account form (e.g.). Fortunately this is easily possible with rollup fields. Therefore I defined QuoteCountDraft, QuouteCountActive, ... fields and use the quote's statecode as filter for the aggregates. Works like a charm.

rollup_5F00_fields.png

Unfortunately with this solution the fields are calculated independently and therefore I have e.g. multiple Recalculate buttons. I really would like to "group" the dependent calculations and perform them together.

Is this somehow possible? Are there other/better solutions? I guess I could use synchronous flows instead and recalculate the fields whenever a quote is created/modified. Not sure about the performance impact...

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