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Explain the use of a roll-up summary field and where it can be used in Salesforce?
Explain the use of a roll-up summary field and where it can be used in Salesforce?
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2 Replies
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Roll-up summary fields can be used to calculate information based off of a parent records child records. While a formula field can calculate information within a single record, roll-up summary fields can calculate data from a set of child records. For example, a roll-up summary field could be used to calculate the total value of all closed won opportunities on an account. Roll-up summary fields can only be used on a master-detail relationship.
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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
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