Problem
You want to be able to run a report to see what Accounts donated, and what its individual Employees donated, separately or together.
Solution
This is going to be a two part rollup: Rollup Opportunities to Contacts. Then, rollup Contact amounts up to Account.
First, create a custom Currency field on Contacts. It can be named something like Total_Closed_Won_Opportunities__c. Then create a currency field on Account called Total_Closed_Won_Opportunities_from_Contacts__c.
- Create a rollup in Rollup Helper that totals the amount of closed won Opportunities on a Contact.
- Select Contact as the Target object
- Select the new Total_Closed_Won_Opportunities__c as the Target field
- Select Opportunity as the Source object
- Use the default relationship field Contact ID
- Select Sum as the Rollup Type
- Select Amount as the Source field
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- Create a filter where Stage equals Closed Won Opportunities
- Create another rollup to sum the Opportunities from Contact to Account.
- Select Account as the Target object
- Select the new Total_Closed_Won_Opportunities_from_Contacts__c as the Target field
- Select Contact as the Source object
- Use the default relationship field Account ID
- Select Sum as the Rollup Type
- Select Total_Closed_Won_Opportunities__c as the Source field
If you want a total of both Contact and Account donations, then create a formula field on the Account level called Total_Account_Closed_Won_Opportunities. You would add Total_Closed_Won_Opportunities_from_Contacts__c with the field that holds your Account-only donations.
With all of your donation information in one place, it makes it easier to talk with your donors while knowing the whole picture.
This use case came from our one our customers! We love to hear how you're using our apps to solve different needs. Let us know if you have a success story you want to share with us.
