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Step 5: Configure Open Opportunities Count Field setup by BR

Step 5: Configure Open Opportunities Count Field setup by BR

Configuring the "Open Opportunities Count" Field Created by Boomerang

Boomerang automatically creates a custom roll-up summary field on the Account object called:

  • Field Label: Open Opps Count
  • API Name: Open_Opps_Count__c

To ensure it functions correctly, you’ll need to configure the roll-up criteria as follows:

Step 1: Edit Roll-Up Criteria

  1. Go to Setup → Object Manager → Account → Fields & Relationships.
  1. Locate and click on Open Opps Count (Open_Opps_Count__c).
  1. Click Edit on the roll-up summary field.
  1. Under Filter Criteria, set:
      • Field: Stage
      • Operator: equals
Notion image

Step 2: Select Relevant Opportunity Stages

  1. Click the lookup icon next to the Value field (a search symbol will appear if it’s a picklist).
  1. In the pop-up, select all picklist values except:
      • Closed Won
      • Closed Lost
Notion image

Step 3: Save. You’re all set!

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Step 4: Create and sync reports to Boomerang App Step 6: Setup "Boomerang - Contacts Details" to Contact Layout