Rollup Summary Field In Salesforce
Implement Roll-Up Summary Fields
After completing this unit, you'll be able to:
• Describe what a roll-up summary field is.
• Create a roll-up summary field.
• Apply field-level security to your roll-up summary field.
Introduction to Roll-Up Summary Fields
While 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.
You can perform different types of calculations with roll-up summary fields. You can count the number of detail records related to a master record, or calculate the sum, minimum value, or maximum value of a field in the detail records. For example, you might want:
• A custom account field that calculates the total of all related pending opportunities.
• A custom order field that sums the unit prices of products that contain a description you specify.
Defining a Roll-Up Summary Field
Since roll-up summary fields are based on master-detail relationships, it’s useful to review object relationships before creating a roll-up summary field.
Master-Detail Relationships
Master-detail relationships closely link objects together so that the master record controls specific behaviors of the detail and subdetail record.
You define a roll-up summary field on the object that is on the master side of a master-detail relationship. For example, you can create a roll-up summary field on the Account object, summarizing related opportunities:
There are a few different types of summaries you can use.
Type Description
COUNT Totals the number of related records.
SUM Totals the values in the field you select in the Field to Aggregate option. Only number, currency, and percent fields are available.
MIN Displays the lowest value of the field you select in the Field to Aggregate option for all directly related records. Only number, currency, percent, date, and date/time fields are available.
MAX Displays the highest value of the field you select in the Field to Aggregate option for all directly related records. Only number, currency, percent, date, and date/time fields are available.