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jyothsna ajyothsna a 

Rollup Summary

Hi ,
I am new to salesforce can any one explain  what is Rollup summary field .


Thanks in advance
Best Answer chosen by jyothsna a
jyothsna reddy 5jyothsna reddy 5
Hi jyothsna,

While your formula fields calculate values using fields within a single record, 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.

Rollup summary field can only be defined on the master object.
The Roll up Summary field is basically of 4 types:

Count
Sum
Min
Max
Please refer the below links for more information about Rollup summary field.
https://help.salesforce.com/apex/HTViewHelpDoc?id=fields_about_roll_up_summary_fields.htm&language=en (https://help.salesforce.com/apex/HTViewHelpDoc?id=fields_about_roll_up_summary_fields.htm&language=en)
http://www.jitendrazaa.com/blog/salesforce/roll-up-summary-fields-in-salesforce/







 

All Answers

Pritam ShekhawatPritam Shekhawat
A roll-up summary field calculates values from related records, such as those in a related list. You can create a roll-up summary field to display a value in a master record based on the values of fields in a detail record. The detail record must be related to the master through a master-detail relationship. For example, you want to display the sum of invoice amounts for all related invoice custom object records in an account’s Invoices related list. You can display this total in a custom account field called Total Invoice Amount.

Remark: I will suggests you to follow trailhead if you are newbiee to Salesforce here  (https://developer.salesforce.com/trailhead?utm_campaign=trailhead&utm_source=sfdc&utm_medium=dsc-nav)
jyothsna reddy 5jyothsna reddy 5
Hi jyothsna,

While your formula fields calculate values using fields within a single record, 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.

Rollup summary field can only be defined on the master object.
The Roll up Summary field is basically of 4 types:

Count
Sum
Min
Max
Please refer the below links for more information about Rollup summary field.
https://help.salesforce.com/apex/HTViewHelpDoc?id=fields_about_roll_up_summary_fields.htm&language=en (https://help.salesforce.com/apex/HTViewHelpDoc?id=fields_about_roll_up_summary_fields.htm&language=en)
http://www.jitendrazaa.com/blog/salesforce/roll-up-summary-fields-in-salesforce/







 
This was selected as the best answer