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Showing posts from September, 2015

Roll-up Summary Field : Overview

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 Lookup or Master-Detail relationship

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...