Roll-up summary fields in Salesforce

Roll-Up Summary Field in Salesforce

Comparte la información a tus amigos

Roll-up Summary Field is a type of custom field on the parent record in master-detail relationships. In addition, use it to display calculations based on the child records related to the master. The functions that can be done with roll-up fields are: Count, Sum, Min and Max.

Details of Roll-Up Summary Field

  • Can only be created on the master object in a master-detail relationship.
  • Create them on specific standard relationships, such as Opportunity-Product and Account-Opportunity.
  • Also, there is a max limitation of 25 roll-up fields per object.
  • Not available neither on lookup relationships or formula fields.
  • In addition, use them in custom fields to page layouts, views or reports.
  • Calculate the Sum, Min, Max value or Record Count of a field.

Capabilities

  • Are read-only fields that calculate summary data without code.
  • Number, currency and percent fields are available for the SUM calculations.
  • Number, currency, percent, date, date/time fields are available for MIN or MAX calculations.
  • COUNT simply displays a record count.
  • In addition, can include a filter criteria.

Implications of Roll-Up Summary Field

  • If there is a roll-up summary field in master-detail, it can’t be converted into a lookup relationship.
  • Also, roll-up fields are not available for mapping lead fields of converted leads.
  • Can’t summarize Autonumber fields in this type of fields.
  • It’s not possible to use a roll-up field as the Error Location field in a validation rule.

For More Information

If you want to learn more about this subject, here are some recomendations: Data Model & Formula Fields in Salesforce.

Comparte la información a tus amigos

23 Comments

  1. He Makes Money Online WITHOUT Traffic!

    Most people believe that you need traffic to profit online…
    And for the most part, they’re right!
    Fact is.. 99.99% of methods require you to have traffic.
    And that in itself is the problem..
    Because frankly, getting traffic is a pain in the rear!
    Don’t you agree?
    That’s why I was excited when a good friend told me that he was profiting, but with ZERO traffic.
    I didn’t believe him at first…
    But after he showed me the proof, it’s certainly the real deal!
    I’m curious what your thoughts are.
    Click here to take a look >> https://bit.ly/3mOAfVp
    Please view it before it’s taken down.

  2. I was recommended this web site by my
    cousin. I am not sure whether this post is written by him as nobody else know such detailed about my problem.

    You are incredible! Thanks!

    Take a look at my web site – more info (Mariana)

  3. Hello, i believe that i saw you visited my web site so i got here to return thefavor?.I’m trying to
    in finding issues to
    enhance my site!I guess its adequate to use a few of your ideas!!

    Here is my web blog :: more info

Leave a Comment