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Roll-Up Summary Field Roll-up Summary Fields are used to calculate a value from the related records. For this you create a Roll-up Summary field on the Opportunity which will summarize the values from the Detail object to be shown on the Master object - Opportunity.  For a Roll-up Summary field, you need to have a Master-Detail relationship. Example :  Let's say there is an Opportunity and you want to show the value of the commission per Opportunity Product and display it as a Total Commission on the Opportunity.  We make use of a Roll-up Summary field created on the Opportunity Object and that references the Detail object's Commission field. You may choose to display Sum / Max / Min / Count of the commission field on the Opportunity object. Creating Roll-up Summary Field :  -- Create a custom field on the object on which you want to display the summary. While creating the custom field choose the Field Type as Roll-up Summary field. ...

Creating Look up or Master-Detail The steps to create a Look up or Master-Detail relationship are the same except that you need to choose the appropriate Field Type. The below are the steps to create Look up Relationship  :     In case of Standard object :  *** Go to Setup - Customize - Expand the options for the appropriate object on which you want to create a Look up Relationship - click on Fields In case of Custom object :  Setup - Create - Objects - <select the object> - New in the fields section. *** Choose Lookup Relationship and hit Next *** Select the other object to which this object has to be related and click Next *** Fill in the required details : You may have seen the options here that say  ' What to do if the lookup record is deleted? ' . Here if you choose  - ' Clear the value of this field. You can't choose this option if you make this field required. ' When the ass...

Validation rule is a filter or a criteria that validates the data that is pushed into an application and verifies if the data that has been entered is in accordance to the set standards. Example : Let's say, there is a field that is used to enter the Age of a Student. But per the organization rule, no student should be allowed to join the course if the age is not more than 25 years. So here you may write a validation rule saying that the Age field should not be more than 25. In case the age entered is more than 25, then the record is not allowed to be saved. You would see an error when you enter the age more than 25. Let me give you another example.  Say that there's a field to enter the Product code. And per the rule of the organization, the Product code should always start with PR. In case you enter any code other than the one that begins with PR, you would encounter an error. The benefits of Validation rules is that you can improve the quality of the data that is go...

The following are the Properties of a validation rule : Rule Name The name of the validation rule that you are creating. Its length cannot be more than 40 characters. Spaces and special characters are not allowed. Active  To make a rule active , ensure that the checkbox is checked. If unchecked , the rule will not work. Description : It accepts 255 characters and is used to describe the purpose of a validation rule. This is not a mandatory field, but writing a description would make the job easier in case you are troubleshooting later . Error Condition Formula It is here that you write the validation rule - the condition / expression that validates the data before allowing you to save the record. Error Message  In case the record that the user is attempting to save does not meet the requirements, the error message that is supposed to be triggered is written here. Error Location  You use this option to choose where you would want to show the error messa...