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Roll Up a Currency Field on Each Product Instance Record Onto a Related Object Record
Roll Up a Currency Field on Each Product Instance Record Onto a Related Object Record
Andrew Tzikas avatar
Written by Andrew Tzikas
Updated over a week ago

With this Swantide Workflow when you create or update a Product Instance record and if its related to another object (Account, Lead, Contact Etc) and if there is a Currency Field in Scope, it will aggregate all the total values from All Product Instances and add that value to the Related Object/Record in Scope. Additionally, if a Product Instance record is deleted, it will recalculate this amount.

  1. Object Relationship: In your CRM system (e.g., Salesforce), you have multiple objects, including "Product Instance," and these instances can be related to other objects like "Account," "Lead," "Contact," etc. These relationships allow you to associate a product instance with a specific entity or record.

  2. Currency Field: There is a currency field associated with these records, which presumably holds monetary values.

  3. Aggregation: When a new "Product Instance" record is created or an existing one is updated, this workflow calculates the total values from all related "Product Instances." It then adds this total value to the related object/record (e.g., an Account, Lead, Contact). This indicates that you are calculating the sum of currency values associated with related products and updating a field on the related record with this total.

  4. Deletion Handling: If a "Product Instance" record is deleted, the workflow also triggers a recalculation of the total value associated with the related object/record.

Example Use Case: Rolling up ARR from Product Instances to Related Account.

Let's say you have an "Account" record with several related "Product Instances," each with a currency field (example Annual Recurring Revenue).

When a new "Product Instance" is created or an existing one is updated, the workflow identifies all related "Product Instances" for that specific "Account," calculates the sum of their currency values from Annual Recurring Revenue, and updates a designated currency field on the "Account" record with this total.

If a "Product Instance" is deleted, the workflow is triggered again. It recalculates the sum of currency values for the remaining related "Product Instances" and updates the currency field on the "Account" accordingly.

Using this Example in Swantide, your Variable Inputs would look like this:


This workflow can help maintain accurate and up-to-date Product Instance information related to a specific entity (e.g., an account) by automatically aggregating currency values from related product instances. It can be especially useful for managing complex product pricing within a CRM system. Keep in mind that the specific implementation details and the tools used to create this workflow may vary depending on your CRM platform and customization capabilities.

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