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Activity › Forums › Salesforce® Discussions › Can you have a roll up summary field in case of Master-Detail relationship?

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  • Avnish Yadav

    Member
    August 24, 2018 at 1:58 PM

    Hi Prachi,

    Yes. You can have a roll-up summary in case of a master-detail relationship. But not in case of a lookup relationship.

    A roll-up summary field is used to display a value in a master record based on the values of a set of fields in a detail record. The detail record must be related to the master through a master-detail relationship.

    There are 4 calculations that you can do using roll-up summary field. You can count the number of detail records related to a master record. Or, you can calculate the sum, minimum value, or maximum value of a field in the detail records.

    Thanks.

  • Parul

    Member
    September 12, 2018 at 4:06 AM

    Hi,

    You have a roll up summary field only in case of Master-Detail relationship. Roll-up summary fields calculate values from a set of related records, such as those in a related list. You can create roll-up summary fields that automatically display a value on a master record based on the values of records in a detail record. These detail records must be directly related to the master through a master-detail relationship.

    The Roll up Summary field is basically of 4 types:

    Count
    Sum
    Min
    Max

     

    Thanks

  • shariq

    Member
    September 15, 2018 at 1:14 PM

    Hi,

    You can only have roll up summary field in case of master detail relationship and not in lookup case.

    Hope this helps.

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