Problem: Creating top partner reports or rollup fields for how many times someone or an organization has referred business to you is not straightforward in Salesforce.
Solution: Start by doing a count of the referred items, then do a SUM (Count) rollup.
Count the number of referred items (e.g. leads, custom objects, contacts, etc.), and do a SUM (Count) rollup. For example, one of our clients wanted to to track how many times they got a medical referral (Custom object) and rolled up the count of these to the Physician (Contact) that submitted the referral.
- Create a new Number field on the Account object. Also create a checkbox on Opportunities to show if this is a referred Opportunity.
- Create a rollup in Rollup Helper
- Set destination object as Account
- Select the new Number field you just created
- Set child object as the object you want to count. For this example, we'll use Opportunities.
- Relationship field is Account ID - Opportunity.AccountID
- The type of rollup is Sum, based on Amount
- Create a filter
- Filter criteria is where Stage equals Closed Won
- Also include the new Referral checkbox being checked
- Save filter. Save and run the rollup
- Create a report to show partner accounts, along with the new number field and sort in descending order
