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. 

-- Enter the required values like the Field Label .

-- Select the object the values of which are to be summarized. This object is on the detail side . 

-- Select the type of summary which can be : 

Count : To count the number of records, may be basing on a criterion.

Sum   : To sum the values

Max   : To display the max of all the values 

Min    : To display the min of all the values 

-- You can select a filter criteria if you want to consider only some records meeting a condition. e.g you may want to find the summation of only those records where the commission percent is more than 10.

-- Select the Field Level Security to choose the Profiles to which this field has to be made accessible.

-- Select the Page Layouts on which you would want this to be displayed.

-- Click Save