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Configure Custom Rollups for No Equivalent Pre-defined OOTB Aggregates

edited May 10, 2024 8:25PM in Sales 9 comments

Summary: Move from Classic Aggregates to Rollups before 24B Update

Configure Custom Rollups for No Equivalent Pre-defined OOTB Aggregates. Need clarification on a solution
following Standard Aggregated Fields found in Workspace / Configure Adaptive Search that do not have equivalent pre-defined/ Standard Rollup Fields to be used as attributes for Rollup configuration.
(Some of these are Potentially Non-convertible as rollup, especially the Sales Lead Standard Aggregated Fields)

Sales Lead: (Display Name | API Name)
-Last Automatic Assignment Date | LastAssignmentDate
-Total Revenue | Deal Amount

Opportunity: (Display Name)
-Number of Competitors
-Number of Contacts ( Cannot use Contacts as Related Object in Opportunity)
-Number of Revenue Lines

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