You can now set data filters on rollup fields to limit what values are in the rollup. Choose a filter to decide what records are counted, summed, averaged, etc. on the rollup field.
Examples of filter rollup use cases:
  • Sum up the value of only the Leads in Stage Closed won
42 (1)
  • Calculate the average Revenue for leads in a particular year
43 (1)
  • Count how many accounts are over $15k revenue
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