---
title: Viewing the Largest Quote on an Account | Rollup Helper Salesforce App
description: With Rollup Helper, see the amount of the biggest quote associated with an Account in Salesforce, in order to prioritize follow ups.
---

[Rollup Helper Use Case Library | Passage Technology ](https://www.passagetechnology.com/rollup-helper-use-cases)

# [Viewing the Largest Quote on an Account | Rollup Helper Salesforce App](https://www.passagetechnology.com/rollup-helper-use-cases/largest-quote-on-an-account)

 Written by [Susan Harris](https://www.passagetechnology.com/rollup-helper-use-cases/author/susan-harris) | Jul 05, 2016

## 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.

**Solution: **Create a custom currency field on Account in Salesforce.**  
**

- 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!

 

[View full post](https://www.passagetechnology.com/rollup-helper-use-cases/largest-quote-on-an-account)

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