Today, we will discuss some basic concepts of Roll-Up Summary Fields that you often encounter while using Salesforce. Make sure to read the blog till the end and try to grasp various details about the same. You will have a better understanding of how to create and use them in various operations.
What are Roll-Up Summary Fields?
Before we head towards in-depth detailing, you should know what roll-up summary fields are. They are used to aggregate the data of the child records and push them into the master records. Further, users can access the information accordingly. Aggregation could have different meanings depending on the usage. You can find the sum of all entries or count the number of records by using the fields. Every data will automatically be displayed on the parent record after summarizing the records. The best part is that the outcome will automatically adjust if you change the values in child records.
It is important to note that you can’t convert the master-detail relationship to a lookup relationship after making a Roll-up summary field. We will learn more about these terms in the upcoming blogs on our website.
Types of Roll-Up Summary Fields
We have a total of 4 different types of Roll-Up summary fields in Salesforce, namely
- Min: It displays the minimum value from all child records
- Max: It shows the maximum value from all child records
- Sum: It displays the mathematical sum of all numerical values in child records.
- Count: It displays the total number of child records for a parent record.
Each one of them has a different function and performs multiple tasks in the ecosystem. Moreover, you can combine two or more functions to create a new process that will do the job. Make sure that each object can have a maximum of 2 roll-up fields based on various operations.
For instance, you want to find the average of some records in the database. As you can see, there is no Average field that can help you directly. However, we can create a new field using Sum and Count to generate the mean or average. Thus, it is a good practice to use them for quick and effective results.
How to Create Roll-Up Summary Fields?
Like you create a normal field in the database, it is possible to create a roll-up summary field with a little more effort. You just need to select the corresponding option.
After clicking on the Next button, fill in the required details such as Name and Description for better optimization. Select the type of summary field you want to create from the dropdown menu.
It is important to adjust other configurations such as “Field to Aggregate”, security provision, and others. In the end, hit the Save button and your Roll-up summary field is ready to use.
We hope you understand the primary idea behind Roll-up summary fields and their use. Also, it will help you a lot while working on a real-time Salesforce project. Make sure to connect with us and share this post with your friends and colleagues.
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