Adding Custom Rollups to Salesperson Targets and Team Targets

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.

1. Create the Custom Currency/Number Field on the Product Schedule object.
2. 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.
3. 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.