12 Mar 2016

Rollup Summary Field

When Two Objects are connected with Master-Detail Relation,The field Operation which is performed on Master Object is called Rollup Summary Field.

There are 4 Types of Rollup Operations performed by Salesforce are:

1.Count----->It returns number of child records participating in Relation

2.Sum------->It returns Sum of even Child records.

3.Max-------->It returns Maximum value from corresponding child records.

4.Min---------> It returns Minimum value from corresponding child records.

Navigation:

Setup--->Build--->Create--->Object---->Select Existing master Object---->Custom fields & Relations--->New

Step1--->Select Rollup Summary Radio Button.
Step2--->Select Field Label,Field Name,Description--->Next
Step3--->Select Summarized Object and Roll up Type--->Next
Step4--->Establish Field-Level-Security
Step5--->Save.

Example Screen:

HOSPITAL
New Custom Field

Top of Fo
Step 3. Define the summary calculation

 * = Required Information
Select Object to Summarize
Master Object
HOSPITAL


   *Summarized Object
 


Select Roll-Up Type
COUNT
SUM
Field to Aggregate 
MIN
MAX
Filter Criteria
·             All records should be included in the calculation
·             Only records meeting certain criteria should be included in the calculation