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- Custom Rollups for Salesperson and Team Targets | Product Schedule by GSP
Custom Rollups for Salesperson and Team Targets | Product Schedule by GSP
The app rolls the Schedule Amount or Quantity from the Product Schedule to the Salesperson and Team Target records.
However, you might have a custom field on the Product Schedule that you want to roll up to the target records instead.
Here’s how you do that.
- Create the Custom Currency/Number Field on the Product Schedule object.
- Create an equivalent field on the Salesperson Target and/or Team Target objects. Ensure that the API Names of the fields on the Product Schedule and Target objects are identical.
- Finally, add the fields you created on the Product Schedule to the Salesperson Target Rollup Fields field set and/or the Team Target Rollup Fields field set.
Remember, you access both fieldsets by navigating to the Product Schedules object in Setup and scrolling down to the Field Sets section.