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Roll-up Summary Fields for Standard Objects (Opp-Opp Line in Winter 08)

The recently announced Summer 07 feature for Roll-up Summary fields is a great step forward. However, it only allows roll-up summaries to be created when a custom, master-detail relationship exists. It would be tremendously useful to extend that same functionality to standard objects and the existing relationships. For example...

Example 1
Create a Roll-up Summary field on the Account object that calculates the SUM of all related Opportunities where Stage = "Closed/Won." This is an obvious win for organizations that wish to easily identify the value of a particular customer in terms of sold business.

Example 2
Create a Roll-up Summary field on the Account object that calculates the COUNT of all related Cases where Type or Status = X. Use your imagination but this could be an easy way for support organizations to identify how many cases a customer has submitted versus their paid support agreement.

Example 3
Create a Roll-up Summary field on the Opportunity Product (line item) object that calculates the COUNT of all related Schedule Entries or the MIN/MAX date for related Schedule Entries. This would be an easy way to show - directly on the Opportunity related list for Products - how many monthly installments have been planned for a product or the first/last month that payment is expected.

WrogWrog 07/19/07	I had not read the small print when this enhancement was announced. I am amazed that I STILL can't roll up anything but the sales price of products on an opportunity. Surely most managers trying to monitor their team need to total list price as well as the total sales price. We've also added a cost field to the line items too, in the hope that either Summer 07 or Apex would allow us to roll up the costs too to calculate a margin for the whole opportunity. Surely this is the sort of thing many people need. Seems Salesforce have wasted my time again. Why would the roll up summary fields not be available for standard object relationships? Half baked! And don't get me going on how my friends read that "Apex is now available" in the media, but don't know the truth that it's only for businesses with bug purses.
AmandaFoord 07/19/07	We would like to be able to rollup all the products in the OpportunityProductLine to the Opportunity Header in order to do some exception reporting ie where it contains one service and the other is not present.
Jon_Atchison 07/19/07	I also read it wrong initially and saw many of my problems vanishing on August 10th. When I posted a Case inquiring into why, the reply was simply: "At this time it is only planned on having this for Master Detail relationships. If you would like this to be enhanced you will need to log a feature request in idea exchange." Yep I think I was already under that impression, so thanks for the reminder of how useless the enhancement really is. This idea is what we really need. I am developing many custom objects that I can not have master-detail relationships for due to one already in its object hierarchy. I think it would very powerful to have the ability to see summed data in basic lookup relationships on a parent object. Lets make this happen.
NPM 07/20/07	Should this not be combined with http://ideas.salesforce.com/article/show/71840/Crossobject_Formulas_Completel...
CThompson 07/20/07	NPM, It should NOT be combined with the Cross-Object formula request as they are two different features. SFDC combined the ideas prior to Summer 07 and that led to the confusion you've seen acknowledged in these comments. Cross-object formulas would allow a reference from one object UP to its parent or other related object. Roll-Up Summary fields look from a parent object DOWN to child object records and summarize the results. It's a subtle distinction but a very important one.
jhbenter 07/20/07	This is completely stupid. Releasing such features and not make them available for standard objects just moves people to build their own workarounds for the same problems. I like to be able to customize our CRM, but if we wanted to completely develop it ourselves we would not spend the money on Salesforce licensing, but on our developers. If the feature is there for custom objects, enable it also for standard objects. It would finally allow to tackle such (should be simple) issues: - Sum of Opportunities per Account - Count of Activities per Lead
EW 07/20/07	Hello all - it's your friendly salesforce.com Product Manager here. I wanted to let you all know that supporting Roll-Up Summary fields on standard master detail relationships is extremely high on our product roadmap. In fact, we're working on it right now! If all goes according to plan, I will have good news for you on this front in just a couple of months. (Now to make our legal department happy, please visit our corporate Web site and read our safe harbor statement which states you should not purchase our product for upcoming features discussed in this forum - only on features available today.) www.salesforce.com/company/investor For the Summer '07 release, we identified during the development phase that we weren't going to be able to offer support for everything, so the question came up, "Do we release this feature with support for only a subset of the relationships we want to eventually cover, or do we hold everything back until we're 100% covered on every customer use case?" I opted for the former, since - and hopefully you'll agree - this feature is incredibly beneficial for any customer who's created at least one custom master/detail relationship. Not surprisingly, that encompasses a huge majority of Salesforce customers. I understand your frustration, WrogWrog and jhbenter (believe me, I do), and I realize that lack of support for standard master/detail relationships is not ideal. But please keep in mind... To get great, solid, dependable features out the door and in your hands as quickly as possible, not everything will be perfect on Day 1. Rest assured we are working very hard to support the use cases stated above to enable your continued success. (And if anyone has any more use cases, please post them here!) I will do anything within my power to make sure that Salesforce does not waste your time, so tell me what I can do to help. Email me here: ewilson@salesforce.com In the meantime, anyone who has created at least one custom master/detail relationship for their organization can use the Roll-Up Summary field functionality included in Summer '07, so give it a try and let us know how you like it! -- Eric
FR33man 07/20/07	Couldn't agree more. Make this happen.
GR3ATONE 07/20/07	We need a COUNT of activities on Leads and Contacts as well as the Case COUNT that is mentioned in the original idea post.
AMartin 07/21/07	Hi Eric, One of our key metrics is how much of an opportunity's revenue stream occurs within the year that it is won. I would love to be able to roll up opportunity line item schedule data to the opportunity so I could show current year revenue as a opportunity field. As an extension of this idea, being able to roll up that opportunity current year revenue field to the account would be fantastic. This of course would require 3 features not available in the new functionality. Roll-up summary fields for standard objects , roll up of existing roll ups, and improved filtering capabilty (ex. using report-like filters such as "Current FY"). Thanks. Aiden
EW 07/22/07	Aiden - all great suggestions. Thanks for the use case!
NPM 07/23/07	CThompson - thanks for the clarification.
NPM 07/23/07	EW - I think what might have helped here was better, straight forward and up-front visibility into the fact that this feature was going to be limited in the intitial release. The hype level was very high and you need to really dig in to the release notes to find out the limitations. A lot of the frustration is the over promise/hype and under deliver approach taken. No doubt this is a valuable feature in it's own right in certain limited cases and your team should be proud of what can and has been accomplished but it would have been better to announce this as a limited functionality release with plans to expand in the (hopefully) near future.
WrogWrog 07/23/07	EW offers some light at the end of the tunnel! I've realised that I have submitted a related idea (http://ideas.salesforce.com/article/show/70622/Allow_data_in_related_lists_to...) although this does not propose a roll up field on the opportunity record, but just a total field on the form. That said, the roll up might look better next to the related field it relates to...
brailm 07/25/07	I expected that I would be able to roll-up the number of active opportunities. I am amazed that I can't. Please fix this!
EW 07/27/07	NPM: Great feedback about messaging. We included the disclaimer of supporting only custom master/detail relationships in the release notes, admin preview, successforce feature detail pages, and idea posting, but perhaps we can find a way to make it more prominent in future communications. If anyone has any suggtestions for how we can make stuff like this more transparent, please let me know. Thanks everyone and have a great weekend.
MarilynV 08/07/07	Can't wait for this feature - the frustration it would have/will save!
Peter_Yao 08/10/07	The initial release has already been useful, and I can't wait for the improvements! I'd love to create a summary on Opportunity Contact Role to see how many roles of the "billing contact" person exist to validate that each Opportunity has a billing contact. Similarly, as others have mentioned, being able to count how many activities, etc. will be extremely useful.
amymurray 08/16/07	We could really use this on Leads & Contacts to count/sum how many times touched by a campaign and/or how may times a Lead/Contact responded to a campaign.
CThompson 08/16/07	amymurray, That's another good use case. Keep 'em coming.
hemm 08/31/07	EW, when you release this, please make sure that formula fields on the parent object can use the results from the rollup field. For example, suppose I have a rollup field on Accounts that is the SUM of Open Opportunities. What I'd also like to be able to do is then create a formula field called Current Sales Priority on the Account that looks at that SUM value and says if it's >= $100,000 then say "High", if it's ">$20,000 AND < $100,000 then say "Medium", else say "Low". Alternatively, I might be using images as the formula result to paint a clear picture of the Accounts that need to be attacked right now. I don't think this is a separate idea. I think it's something that is expected and will be a very popular idea if it's not delivered. So please nip it in the bud. I am able to do this with regular formula fields now (use a formula field in another formula field) and I'd expect I could use the result of a Rollup Summary Field in a formula too. Thanks and looking forward to this entire idea being delivered!
Drawloop 08/31/07	Just wanted to make sure this case gets added. We have a custom object with a contact as the Master relationship which means we have a roll-up summary field on the contact with the count of the custom object records. When this feature gets added for standard objects, we will want to be able to add a roll-up summary field to accounts that will sum the roll-up field on the contact for all of the contacts under an account or get a count on the custom obj records where the contact related to that record is a child of that account.
hemm 09/07/07	Please make sure these formulas can roll up Task and Event objects too. Those objects are oftentimes left out in this kind of requirement (probably for performance reasons). Try and support them out the gate, please.
EW 09/10/07	Changed status to Coming in Winter 08.
EW 09/10/07	Winter '08 will include support for aggregating Opportunity Line Item information at the Opportunity level. More relationship support coming!
CThompson 09/11/07	EW, That's great news about Account Opportunities and Opportunity Line Items but Accounts and Opportunities aren't the only standard objects in SFDC. Your teaser at the end begs the question: will the Winter '08 feature evolve in the months prior to release and can we expect it to ultimately include some of the other use cases suggested in this thread? Or, will "more relationship support" be provided in the Spring 08 release?
EvanC 09/12/07	EW, Adding up opportunities for accounts will be a big step forward, thanks. Another important use case for the groups I work with is to aggregate opportunity information for contacts based on their contact roles. For example, for each contact, we want a formula field showing the count and sum of opps for which they were the primary rep, or an influencer.
EvanC 09/12/07	Also, rolling up campaign memberships to contact would be super.
sparky 09/12/07	I very much second both of EvanC's suggestions here. For those of us working in the individual-centric non-profit sector, rolling up to contacts in addition to accounts is very important. If you do support rollups via contact roles, it would be important to be able to consider the role (set a particular roll-up field to only use the primary contact role, or all roles, etc.) If that's too much for this release, using primary contact role only would be way better than nothing. And a more general question: for winter 08, are you only adding rollup support for Opps, or for all standard objects?
EW 09/14/07	CThompson: I realize that there are many more standard relationships in salesforce.com other than the ones discussed here. We will be rolling out support for additional standard relationships in the coming months, but for Winter '08, we will only be supporting opportunity to opportunity line item (see amended post). Stay tuned for more information. EvanC: Thanks for the use cases! sparky: Great use case! To answer your question, we are only supporting opportunity to opportunity line item roll-up summary fields for the Winter '08 release. All: We're working diligently to make sure you have the features you need as quickly as possible, but sometimes it's not as easy as it may seem to get those features out the door. Our entire R&D organization is committed to giving you the highest quality product available (afterall, your businesses depend on it!), so keep those use cases coming, and thanks for your continued support. Also, if you haven't done so already, make sure you check out our annual Dreamforce user's conference. Time is running out for online registration, so get the discount while you still can! www.dreamforce.com< Cheers
CThompson 09/14/07	EW: Thanks for the clarification. Keep up the good work.
CThompson 09/17/07	For those of you that have already promoted this idea or have thought "Hey, that's a great idea. I'm glad it's rolling out with Winter 08," please promote the following idea as well. New Idea Link --> http://ideas.salesforce.com/article/show/80538 The Roll-Up Summary Field improvements planned for the Winter 08 release will be another step in the right direction but only add support for Opportunities and Line Items. The new idea (see link above) provides further emphasis on extending the Roll-Up Summary Field functionality to support all existing objects and relationships.
srobinson 09/26/07	I too need to roll up a custom cost field for each product to a total cost for the opportunity. This is one of two seemingly simple enhancements keeping me from buying 60 more seats on Salesforce. Hope that provides some motivation :)
delete_me 09/28/07	My organization just moved from Raiser's Edge to Salesforce for our non-profit fundraising needs. It is my understanding that Salesforce is very interested in expanding it's non-profit customer base. Not having the ability to report on our donors by their total giving, giving this year, etc, is a major hinderance to our fundraising operation. It has also seriously impaired my credibility in the organization, since I've been telling them what a powerful tool salesforce is. From their perspective, if it can't do something this basic, what other problems will we encounter? Do we invest in expensive work-arounds, or is this truly coming in Winter '08?
wobsoft 10/25/07	There's no mention of this in the Winter 08 release notes, is it still definitely included?
AMartin 10/26/07	Hi Eric, I've been testing the Winter 08 prerelease and was, at first, very excited to see the ability to roll-up opportunity product info to an opportunity field. I have discovered however, that I can't filter by product fields like "Product Family". I can't even filter by the product name! I know that this is the first iteration of this functionality but rolling up product revenues is only good to me if I can reference product fields that allow me to categorize and breakout the products. For example, I would like to have 3 opportunity level fields that show how much product line revenue comes from Services, Product Sales and Consulting. I would also like another field to show how much of these 3 revenue streams comes from our Legacy offerings. Not being able to reference ANY product level fields makes this impossible. In fact, being able to filter on Line Item ID, Modified Dates, Created Dates and Line Description is almost like not being able to filter at all. I hate to rant but after waiting for so long to see this, I am disappointed that another new piece of functionality works in theory but not in reality. Thanks for listening. Aiden
mscotton 10/29/07	Reply to wobsoft: It is included in Winter '08. It is a bit buried in the Release Notes, in the Additional Force.com Platform Enhancements section: Roll-Up Summary Fields Expanded to Opportunities The custom field type introduced in the Summer ‘07 release, roll-up summary field, has been extended to include support for a standard relationship: opportunity to opportunity products. This provides easier access to aggregated opportunity information directly from an opportunity record without running a report. All existing roll-up summary field behavior remains the same. For information on roll-up summary field behavior, see "About Roll-Up Summary Fields" in the Salesforce online help.
ghallett 11/02/07	Thanks for the notice there AMartin, you just saved me from looking a fool. Was just about to email my boss and let him know I could fullfil the VP of Sales request to break down license, mtc and services revenue in the opportunity.... Now, anyone know of a way I can get around this in the meantime?
SiliconCRM 11/02/07	Limiting this functionality to an Opportunity and it's line items is one thing, but further limiting to not allow filtering by product fields makes it useless.
Daniel_G-P 11/12/07	It would be rather useful if the criteria fields weren't so incredibly limited. It's useful to roll up total revenue for an opp (something which we already had, by the way), but it would be far more useful to be able to slice and dice the data--roll up only revenue in this FY, for example.
Daniel_G-P 11/12/07	It would be rather useful if the criteria fields weren't so incredibly limited. It's useful to roll up total revenue for an opp (something which we already had, by the way), but it would be far more useful to be able to slice and dice the data--roll up only revenue in this FY, for example.
falkdal 12/12/07	Changed status to Delivered.
RennieNEvol Jan 4	In the criteria also enable close date to be used as well as Stage, so that we can show the value for current FY etc.
mish Feb 3	I would like to create a rollup summary field on Account, and use 'Amount' as the aggregate field. But only probability and quantity are there? Am I doing something wrong or is this a limitation of the new feature?
Drawloop Mar 7	What about an Account Roll-Up field to sum up a numeric (including numeric formula) field in Contacts? Please add Summarized Object: Contact to Master Object: Account.
brandanalyst Aug 11	I tried for a few hours to make this work too, thwarted by the master object limitations. Will be a huge hit when they make this work.
mscotton Aug 20	Re: mish's comment, if your org has Advanced Currency Management enabled, then you will not be able to create currency roll-up summary fields from Account to Opportunity. That might be what's happening. re: Drawloop and brandanalyst's comments, there is a separate idea for supporting Account-Contact roll-up summary fields, please vote on that: http://ideas.salesforce.com/article/show/100015

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