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Roll-up Fields

Is it possible to create a roll-up field for non-numeric values?

Example: A project request is submitted for multiple application areas: Lead area: Finance, Supporting areas: Marketing, Operations.

As the fields for Lead and Supporting areas already exists, I'd like to roll the data from both fields into one reportable field.

Hana Leyco Answered

Official comment


Hi Hana,

You can definitely create a custom roll up field. All you need to do is select Custom from the roll up options and use the filter to determine the roll up criteria (leverage TargetObject).

Please let me know if that makes sense.

Good luck and happy holidays!

Tamir Avital
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