{"id":1210,"date":"2010-10-11T15:23:12","date_gmt":"2010-10-11T09:53:12","guid":{"rendered":"http:\/\/JitendraZaa.com\/blog\/?p=1210"},"modified":"2010-10-11T15:23:12","modified_gmt":"2010-10-11T09:53:12","slug":"roll-up-summary-fields-in-salesforce","status":"publish","type":"post","link":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/roll-up-summary-fields-in-salesforce\/","title":{"rendered":"Roll up Summary fields in Salesforce"},"content":{"rendered":"

To study the Roll up Summary field of salesforce, lets take example from our previous tutorial series<\/a><\/p>\n

Note : Roll up summary field can only be defined on the master object.<\/strong><\/p>\n

While your formula fields calculate values using fields within a single record, roll-up summary fields<\/strong> 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.<\/p>\n

refer this page, to study more about the roll up fields.<\/a><\/p>\n

The Roll up Summary field is basically of 4 types:<\/strong><\/p>\n

    \n
  1. Count<\/li>\n
  2. Sum<\/li>\n
  3. Min<\/li>\n
  4. Max<\/li>\n<\/ol>\n

    <\/p>\n

    As, per our previous sessions on salesforce, lets create roll up field on object Course because this is the Master object.<\/p>\n

    I want to calculate total income from a course:<\/p>\n

    Go to App Setup | Create | Objects<\/strong> and click on New field and Select Roll up summary field.<\/p>\n

    In Step 2, enter the field name and help text etc.<\/p>\n

    For step 3, you will see below screen,<\/p>\n

    \"Salesforce<\/a>
    Salesforce Rollup Summary field<\/figcaption><\/figure>\n

    In above image, at 1 we have to select the child object, at 2 we have to select the field on which it should calculate.<\/p>\n

    In our case, Fees paid field is of Formula type which works on currency.<\/p>\n

    And in section 3 you ca specify weather this roll up summary field include all record or any specific record which comes under the criteria you specified.<\/p>\n

    So, after creation of Roll up field on Master object final look is shown below:<\/p>\n

    \"Salesforce<\/a>
    Salesforce Final look on Roll up summary field<\/figcaption><\/figure>\n","protected":false},"excerpt":{"rendered":"

    What is Roll up summary field in salesforce, what are the types of roll up summary field and how does it works<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"jz_research_post":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[9],"tags":[331],"class_list":["post-1210","post","type-post","status-publish","format-standard","hentry","category-salesforce","tag-salesforce"],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"jetpack-related-posts":[{"id":1038,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/salesforce-interview-questions-part-2\/","url_meta":{"origin":1210,"position":0},"title":"Salesforce Interview Questions \u2013 Part 2","author":"Jitendra","date":"September 11, 2010","format":false,"excerpt":"Interview questions of salesforce.com, interview questions of visualforce.com and APEX","rel":"","context":"In "Salesforce"","block_context":{"text":"Salesforce","link":"https:\/\/www.jitendrazaa.com\/blog\/category\/salesforce\/"},"img":{"alt_text":"Account Child relationship in salesforce","src":"https:\/\/i0.wp.com\/jitendrazaa.com\/blog\/wp-content\/uploads\/2010\/09\/Account-Child-relationship-in-salesforce.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":5042,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/why-to-avoid-using-workflow-rule-and-process-builder-field-update-with-trigger\/","url_meta":{"origin":1210,"position":1},"title":"Why to avoid using Workflow rule and Process Builder field update with Trigger","author":"Jitendra","date":"February 8, 2016","format":false,"excerpt":"Consideration before using Trigger, Workflow and Process builder field update at same time in Salesforce","rel":"","context":"In "Salesforce"","block_context":{"text":"Salesforce","link":"https:\/\/www.jitendrazaa.com\/blog\/category\/salesforce\/"},"img":{"alt_text":"Trigger Workflow and Process Builder in Salesforce","src":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2016\/02\/Trigger-Workflow-and-Process-Builder.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2016\/02\/Trigger-Workflow-and-Process-Builder.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2016\/02\/Trigger-Workflow-and-Process-Builder.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2016\/02\/Trigger-Workflow-and-Process-Builder.png?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":2681,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/salesforce-interview-questions-part-5\/","url_meta":{"origin":1210,"position":2},"title":"Salesforce Interview Questions – Part 5","author":"Jitendra","date":"January 24, 2012","format":false,"excerpt":"Basic concepts and Interview Questions of salesforce, Visualforce, Apex and SOQL","rel":"","context":"In "Apex"","block_context":{"text":"Apex","link":"https:\/\/www.jitendrazaa.com\/blog\/category\/salesforce\/apex\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":3218,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/salesforce-interview-question-part-15\/","url_meta":{"origin":1210,"position":3},"title":"Salesforce Interview Question \u2013 Part 15","author":"Jitendra","date":"May 24, 2013","format":false,"excerpt":"141 : User Wants to set the starting day in Calendar as \"Monday\" instead of \"Sunday\". 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