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Why can you not reference the product line in the parent table on a calculated field?
For example, I want to calculate a total amount for software on the opportunity based on unit group of the product line being Software :
Products Lines:
| Product | Unit Group | Extended Amount |
| Product 1 | Software | 10 |
| Product 2 | Service | 20 |
| Product 3 | Software | 30 |
| Product 4 | Software | 40 |
| Product 5 | Service | 50 |
Opportunity Field:
Software Total: 80
I want to do this using OOB configuration rather than code. I wanted to use a calculated field but I can't select the related product line entity! Any ideas?
A Roll-Up field is not a viable option as it has to be instantaneous.
Hi Gavlar,
The best option is to use Roll-Up job.
Since you need to calculate the data immediately, we need to leverage Plugin/Code to achieve it.
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