Salesforce Features
Roll-Up Summary Fields
Aggregated Information at Your Fingertips
All Editions
- Display summary data right on a record page
- Eliminate the need to run a report to find summary information
- Increase flexibility for workflow and validation rules
Fields that aggregate information from records in a related list are available with Summer ’07. With roll-up summary fields, you can quickly see summarized information such as record count, total sum, largest value, or smallest value—all without running a report. For example, you can create a field that shows the lifetime invoice payments of a particular account or the total number of customer satisfaction surveys a contact has completed. Roll-up summary fields can also be included in workflow and validation rules, providing you greater flexibility in enforcing your business process. Roll-up summary fields support custom master detail relationships only in Summer ’07.
Training and Documentation
Feature Details
- Aggregate Information: Quickly create fields that summarize information on a record’s related data, for quick review without having to run a report.
- Filters: View summarized information specific to your business needs by creating filters to specify which records should be excluded from the roll-up summary field’s value.
- Multicurrency Support: View rolled-up summaries for fields with multiple currencies. Fields containing different currencies are automatically converted to the parent record’s currency, providing support for truly global organizations.
- Workflow and Validation: Roll-up summary fields can be included in workflow and validation rules, giving you more options for automating your business processes.
Note: This feature is enabled by default.
4 Comments
July 9
"Roll-up summary fields support custom master detail relationships only"
Oh dear.
No use to us then. We need full support for Lookup relationships. Until that's done, we will continue to use JavaScript hacks and spend money on consultants doing this when they could be doing more useful work for us.
Why cripple the feature like this?
July 9
Ollie - supporting lookup relationships for Roll-Up Summary Fields is very high on the priority list (although note that supporting standard master-detail relationships such as Account to Opportunity, Account to Case, and Opportunity to Opportunity Line Item are the top priority). We hope to be enhancing the functionality for this great feature in the coming releases so that you can get the full benefit.
July 16
When will the account to Opportunity be supported? Winter Release?
July 16
When will the account to Opportunity be supported? Winter Release?