Abhinav KumarMarch 8, 2022Roll-up summary is a tool in Salesforce that we can use to analyse our data without running summary reports. Roll-up summary fields are used to calculate related record values and to display master records. We can perform different types of calculations with a roll-up summary field such as count, sum, minimum value, or maximum value of a field in the detail records.
The functions which are used in Roll Up Summary -:
1. Count
2. Min
3. Max
4. Sum
Detail Description of each Functions -:
Count -: In Roll -Up Summary we use Count function for counting the number of child records that exist for the parent record.
Min -: In Roll -Up Summary we use Min function to calculate the field’s minimum value in all child records.
Max -: In Roll -Up Summary we use Max function to calculate the field’s maximum value in all child records.
Sum -: In Roll -Up Summary we use Sum function to calculate the Summation of the values of a specified field on a child record.
Steps To Create Roll-Up Summary Fields in Salesforce
Step 1 Login to your org.
Step 2 Setup > Object Manager.
Step 3 Click on Account > field & Relationship > New.
Step 4 Select Roll – Up Summary > Next.
Step 5 Complete All the Steps And fill the details which are required.
Step 6 Next Steps to Define the Summary And provide the function as shown in figure.
Step 7 Another Steps is to define the Field Security level. Here the permissions are given.
Step 8 Next Steps is to Provide the Page Layout Setting. As where the Output of desired function will be shown.
Our Roll-Up Summary Field has been established. Now We can get a maximum value present in the Record.
Happy Learning!
