I'd like some help with creating custom rollups in Salesforce. I've created one to calculate total donations 3 years ago (2017), but it isn't working for me. Thanks for your interest and help!
Our goal is to do rollups for each year starting in 2012 (8 years ago). I've been using this: https://powerofus.force.com/s/article/NPSP-Custom-Rllps-Recipes#ariaid-title9 for help.
I have over 25 year of administration and development experience with various CRMs and databases, including 2 years working with Salesforce. I hold 6 Salesforce certifications including Advanced Administrator and Platform Developer I. I currently work for a small nonprofit as an IT administrator doing everything and anything IT including network, server, PC, and CRM administration, training, and support.
This is the 12th project posted by Together We Bake.
Shawn B has matched on 14 projects with 14 organizations so far!