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Working With Salesforce Roll-up Summary Fields

By May 30, 2022No Comments

Salesforce roll-up summary fields are helpful since they can aggregate data from child objects to parent objects.

What Are Salesforce Roll-Up Summary Fields?

There are so many times where you need to do a count of child records to provide the sum total or count of those items at the parent record level.  For instance, maybe you want to do a sum total of all opportunities at a particular stage.  This is exactly what a roll-up summary field will be able to do for you.

Roll-up summary fields are read-only and will display the sum, minimum, or maximum value of a field in a related list or the record count of all records listed in a related list. For example, you can get a sum total of all opportunities at a particular stage for a given account.

How Do I Create a Salesforce Roll-Up Summary Field?

  • Go to the Object Manager under Setup and go to your object where you want to add the field – it is important to note that if you want to total the opportunities in an account you will need to choose Accounts as the object to create the field in
  • From Fields & Relationships and click new
  • Choose a “Roll-Up Summary” and click Next.

  • Give the field a label and name along with an optional description and click Next.
  • On the next screen, you have to choose the Summarized Object, the Roll-Up Type and the Field to Aggregate along with any criteria (i.e., opportunities in certain stages)

  • Click Next, address who sees it and what forms, like normal, etc.

There are a few things you do need to be aware of withroll-up summary fields:

  • You are limited to 10 roll-ups per object
  • You cannot do roll-ups on dates
  • Only master-detail objects can be rolled up to other objects.

If you want to do more than the standard roll-up summary field allows, you have several options.  I will list them here and we will cover them in future blogs:

  • The App Exchange has product like “Roll Up Helper” that can help you do more
  • Flow
  • Reports
  • Apex Triggers

Please contact us at info@marksgroup.net for any Salesforce questions or support you need.  Feel free to comment below. We’d love to hear your thoughts!

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