--- title: Roll-ups Using Formulas Rather than Static Criteria | Rollup Helper Use Case Library description: Salesforce Roll-up Summary fields can't use formula fields. Rollup Helper is the solution--it lets you roll-up info with any criteria in formula fields. image: https://www.passagetechnology.com/hubfs/2021/RH-use-case_formulas-v-static.png --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) # Roll-ups Using Formulas Rather than Static Criteria [![Free Salesforce business guides to help admins/developers, project managers, sales managers, and decision makers. Download the free PDF series now: Reinventing Your Business, Reimagining Your Salesforce®.](https://www.passagetechnology.com/hubfs/2021/Essential-Salesforce-Guide_Helper-Suite.png) ](https://www.passagetechnology.com/en/essential-guide-for-salesforce-admins-developers) ## Problem: There are many scenarios in Salesforce where formula fields are required. Having to create Roll-up Summary fields without the ability to also use formula fields in your criteria presents a challenge.   One of the big limitations with the native Roll-up Summary fields is that they can only be created with certain types of formula fields applied in the roll-up criteria. If there are any formula fields that contain a reference to date functions within them, they'll automatically be filtered out of the available list of fields to use in your roll-up summary criteria.   For example, date-based criteria such as Today, Last N Days, or This Year help pinpoint specific results but can not currently be used in Roll-up Summary field criteria. According to this Idea, “[Roll-Up Summary Fields: Formulas Rather than Static Criteria,](https://trailblazer.salesforce.com/ideaView?id=08730000000BrUAAA0)” the status is “No Plans to Implement,” so you'll need to find an alternative solution to get past this limitation.  ## Solution Fortunately, Salesforce gave us the AppExchange, where you can find pre-built solutions. Rollup Helper can be used to roll-up information using date-based criteria, included any criteria already applied in an existing formula field. One of the use cases in the Idea mentioned above is to “Create a Roll-Up Summary field on Opportunity which provides a COUNT of all related Projects where Start Date is less than or equal to TODAY and Actual End Date is NULL (blank).” Let’s walk through setting up this use case with Rollup Helper. If you have not already done so, [install Rollup Helper](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000009i3UpEAI) from the AppExchange. First, create a custom number field on Opportunity, “Number of Open Projects”. This can either be done in Setup or from within the Rollup Helper app. On the Rollup Helper tab, click “Create a New Rollup” 1. Select the object where you would like to see the results of the roll-up: Opportunity 2. Select the field you created on Opportunity: Number of Open Projects 3. Define the roll-up 4. Click “Create New Filter” 5. Save the filter![For Draft Images (14)](https://www.passagetechnology.com/hs-fs/hubfs/For%20Draft%20Images%20(14).png?width=960&name=For%20Draft%20Images%20(14).png) 6. Apply a schedule to run the rollup daily since the criteria is based on “Today” and your newer projects in the future may eventually be in the past. This will ensure that all Project records will still be accurately included or excluded in the rollup results. 7. Give the roll-up a meaningful name: Number of Open Projects on Opportunity and enter a description. 8. Save and Run the rollup. 9. Enable Real Time Need assistance with this, or any other use case? We are happy to help. Schedule a free one-on-one work session. [![Get Help](https://no-cache.hubspot.com/cta/default/4130736/b0f0aa54-146e-41a5-9312-6e48e19d63e4.png)](https://cta-redirect.hubspot.com/cta/redirect/4130736/b0f0aa54-146e-41a5-9312-6e48e19d63e4)  Tags: [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/topic/opportunity), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/topic/rollup-helper), [Project](https://www.passagetechnology.com/rollup-helper-use-cases/topic/project) | [** Number of Open Projects on an Opportunity ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-open-projects-on-an-opportunity-counting-a-custom-object-with-a-dynamic-filter) | [Rollup Helper Use Case Library](https://www.passagetechnology.com/rollup-helper-use-cases) | [ Previous Year to Date Won Opportunity Total ** ](https://www.passagetechnology.com/rollup-helper-use-cases/previous-year-to-date-won-opportunity-total) | | --- | --- | --- | [ Optimize Sales Rep Reporting and Leaderboards in Salesforce ](https://www.passagetechnology.com/rollup-helper-use-cases/sales-rep-reporting) [ Rolling Up Marketing Cloud Account Engagement (Pardot) Activity ](https://www.passagetechnology.com/rollup-helper-use-cases/rolling-up-marketing-cloud-account-engagement-pardot-activity) [ Streamline Sales Pipeline ](https://www.passagetechnology.com/rollup-helper-use-cases/streamline-sales-pipeline) [ Creating Grandchild Rollups ](https://www.passagetechnology.com/rollup-helper-use-cases/creating-grandchild-rollups) [ Calculate the Number of Cases on a Salesforce Contact Record ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-cases-on-a-contact) [ Creating Account Hierarchy Rollups without Coding ](https://www.passagetechnology.com/rollup-helper-use-cases/account-hierarchy-rollup-without-code) [ Easily Create a Custom Last Activity (Task/Event) Date ](https://www.passagetechnology.com/rollup-helper-use-cases/last-activity-task-event-date) [ Roll-ups Using Formulas Rather than Static Criteria ](https://www.passagetechnology.com/rollup-helper-use-cases/roll-ups-using-formulas-rather-than-static-criteria) [ Identify The Primary Contact On An Account ](https://www.passagetechnology.com/rollup-helper-use-cases/identify-the-primary-contact-on-an-account) [ Opportunity Line Item Schedule Rollups ](https://www.passagetechnology.com/rollup-helper-use-cases/opportunity-line-item-schedule-rollups) © 2026 Passage Technology LLC All Rights Reserved. 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