We have a very small salesforce implementation (7 enterprise seats) and there are occasionally things that are beyond my skillset that I'm wondering if you can help with. Currently, I would like to create a roll-up summary for the following:
- We have a custom object (Object A) that link to an account
- I would like to have a field on the account that shows:
- how many Object A's are linked to the Account
- how many Object A's that have field x checked are linked to the account
I believe the declarative roll-up summary tool (3rd party) is required, but I have not been able to figure it out.