I don’t have the option to group an aggregate model using a salesforce formula field. Is that a limitation, or am I just doing something wrong?
Question
Can't Group by Salesforce formula field in Agg Model.
+17This topic has been closed for replies.
+17Rob & Tammy don’t think I 'm crazy… https://community.skuid.com/t/group-aggregate-model-on-a-formula-field
+17The workaround works… seems a little convoluted, but only took 10 minutes to set up and works well. (For anyone reading this post with this issue). Night, Pat!
+20Caveat to that is when a formula field uses a value stores on a related record and it changes. If everything is derived from the one record then you’re good to go.
+10Salesforce itself doesn’t allow grouping by formula fields in aggregate queries. A very annoying limitation.
The link posted by Skuidward no longer functions, is there some easy workaround that allows aggregate querying of formula fields?
My strategy has just been to create a plain text field on the object that is updated via a trigger whenever the record is inserted/updated to essentially mirror the formula field (only works if the data referenced in the formula field is self contained / not based off of other objects or changing dates which require more work to get right)
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.