What is a Roll-Up Summary Field?
Roll-Up Summary Fields in Salesforce sum up information from a set of related detail records and consequently show the result on the expert record. These can be used to display the Sum, Maximum, Minimum value of a field in a related list and the count of all the records listed in a related list.
Surprisingly better, roll-up Summary fields can have filter criteria, so we could decide to show the all-out Opportunity value from won opportunities on a related Account.
Roll-up summary fields are only available for objects in a Master-Detail relationship, and are not available for those that have a Lookup relationship.
4 Ways to Create a Roll-Up Summary in Salesforce
There are 4 different ways one can work around this:
- An AppExchange App
- A Flow
- Apex Triggers
- Reporting
Every one of these strategies has its advantages and disadvantages.
Salesforce Native Solutions
There are numerous approaches to making a Roll-Up Summary field on a Lookup relationship utilizing local Salesforce usefulness, but the most powerful AND accessible way is to use Flow.
Rolled-up values in reports have numerous impediments and should be made for each report you wish to see the qualities in.
See our complete step-by-step on how to create roll-up summary fields using Flow here.
AppExchange Solutions
There are various application postings in the AppExchange that can do roll-ups on Lookup relationships and an open-source apparatus.
A few models include:
Rollup Helper: Paid and Free Form;
Roll-It-Up: Paid;
DLRS: Declarative Lookup Rollup Summaries Tool: Open Source, Free.
More Curiosities about the Roll-Up Summary Field
- What is the roll-up summary fields limit?
– The maximum hard-coded limit for roll-up summary fields is 40 per object and cannot be increased above that.
- How many roll up summary fields can be created in an object?
– 25 Roll-Up Summary fields
- How many custom summary formulas can you have per report?
– A Report can include up to 5 Custom Summary Formula fields.
Please click this link to read more about this topic.
