Event roll-ups on Contacts and Companies
How event rollups work
When the Close and Roll-up checkbox is marked or an event edited after the function start date, each of the invitees on the function are updated for all events they have been invited or attended.
Setup required to enable Event roll-ups
We have 1 setting in the custom settings to enable the event roll-up functionality within OnePlace.
For existing orgs. to set the setting:
Step | Task |
|---|---|
| Step 1 | Setup > Develop > Custom Settings > Options > Manage |
| Step 2 | Click the new button above the Default Organization Level Value |
| Step 3 | Capture the Username, Password, URL and Prefix for Function Exports copied into Publications.
|
Technical details
Once a Function has been marked as complete by ticking "Close and Rollup Costs":
- Query all contacts linked to Function Invitees
- For each contact:
- Increment Total_Events_Attended__c field by 1
- Increment Total_Events_Invited__c field by 1
- Add Cost_Per_Contact__c field value from the Function to the Total_Cost_All_Events__cfield for the Contact
- Build up a list of related Accounts for contacts
- For each Account:
- Add Total_Events_Attended__c field value from Contact to same field on Account
- Add Total_Events_Invited__c field value from Contact to same field on Account
- Add Cost_Per_Contact__c field value from Contact to same field on Account