USE CASE: Viewing the Largest Quote on an Account

Problem

As an Account Manager, I need to see the amount of the largest quote on an Account so that I can prioritize follow ups.

• Create a custom currency field on Account in Salesforce through the Object Manager from the Setup page. The name of the field can be: Largest Quoted Amount

• Go to Rollup Helper and Create a new Rollup Helper Setting

  • The first choice will be to select the target object, the object you will Rollup to, this will be Account.

  • Next will be to select the Target field, which will be the Largest Quoted Amount field which was just created.

  • On the Step 3 page of the Rollup Creation Process 

    • Select Quote as the child Object and use default relationship field: Account ID - Quote.AccountId 

    • Select Rollup Type:  Maximum

    • Select Total Price as the field to use as a source for your rollup.
      

• As long as there are not any quotes you would like to have excluded from the calculation, you do not need to create a filter.

• After the filter has been created, or if you do not need one you can use the Save and Run to complete the rollup!