Use a roll-up summary field to calculate the total number of Opportunities associated with a given Account.
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If you'd like to implement other logic into the roll-up summary, for instance, the # of Active Opportunities, or the # of Closed Won Opportunities, submit a SlackBot Request outlining the logic you want implemented into your summary field.
Get a quick and easy view of how many Opportunities are associated with an Account
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Written by Engineering Swantide
Updated over 2 years ago