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Calculated Value for related modules not working as expected.

Question asked by Anna Osanmaz on Apr 1, 2016
Latest reply on May 3, 2016 by Patrick McQueen



I wanted to set up the following:

    1. We have the same check boxes for some products in Opportunities and Accounts

    2. Information entered (checked/unchecked boxes) in Opportunities should be copied over the Accounts automatically

    3. I used the following formula 'equal(related($opportunities,"product_c"),true)' in the respective check boxes for Accounts to make that work


This formula works only for the lastly saved record - meaning check box values of opp2 override values of opp1 in the Accounts. Is there any way of setting this up so that the product values for multipe Opportunities get summed up in the Accounts with the above formula?


Many thanks,