Hi there,
I want to create different roll-up fields to count how many products we sold per account. At the moment there is no option when I create the roll-up field to link it to opportunity products and choose the one I want (the only option I see is Existing product contains/not contain data) to count and the aggregation is also not there..
Is there any way to do this? What I ideally want to do is the following:
If opportunity actual close date is between x and y and the opportunity is won
Count Z (specific opportunity product)
and I want this to be per account (so I start the roll-up field on the account entity).
Is there any way to do this without a plugin?
Thanks,
Tina
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