We Did: Custom Roll Up with Relative Date Criteria

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Challenges:

For marketing purposes, the customer would like to consolidate the sum of successful deals made during the previous financial year and the current financial year. This data needs to be rolled up and tracked against the parent record where the marketing application being used can access it directly – as opposed to presenting it in a report only.

Solution:

A custom roll-up mechanism is being implemented which allows the business to sum the transaction amount based on the specific financial year then propagate the sum value to the parent record. The calculation work is being scheduled daily.

Related Objects Account (Parent record) and Transaction (Custom Object)
Components Apex Class and Apex Schedule
Complexity Moderate

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