Showing posts with label Rollup Summary Field. Show all posts
Showing posts with label Rollup Summary Field. Show all posts

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