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Salesforce.com customization handbook

You're reading from   Salesforce.com customization handbook Customize Salesforce to automate your business requirements

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Product type Paperback
Published in Sep 2014
Publisher
ISBN-13 9781849685986
Length 454 pages
Edition 1st Edition
Concepts
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Toc

Table of Contents (14) Chapters Close

Preface 1. Getting Started with Salesforce 2. User Management and Organization Administration FREE CHAPTER 3. Making Your Salesforce Data Secure – Security Settings in Salesforce 4. Domain Management, E-mail Administration, and Google Apps Settings 5. CRM Functions and Streamlining Business Requirements 6. Automating a Business Process 7. Concepts of Data Management 8. Reports and Dashboards in Salesforce 9. Chatter Configuration 10. Mobile Administration 11. Setting Up Deployment Processes 12. AppExchange – Extending Salesforce Functionality Index

The Roll-up Summary field


The Roll-up Summary field in Salesforce is a special type of field that is created on the master object so that we can show rolled-up data from child records to master records. Roll-up Summary fields in Salesforce can only be created on a master object when there is a master-detail relationship between two objects.

The Roll-up Summary field is only capable of calculating the following:

  • SUM: This shows the sum of all the child records specific to the field on the master record

  • COUNT: This shows the number of child records present on the master record

  • MIN: This shows the minimum value of the child records on the master record

  • MAX: This shows the maximum value of the child records on the master record

In our application, as we already discussed, we have a master-detail relationship between the Sponsor and Booth Registration objects. So, it is possible to create a Roll-up Summary field on the Sponsor object to count the number of booth registrations made by a specific...

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