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Creating Roll-Up Summary fields
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Creating a Roll-Up Summary field on the Academic Profile object
- Select Setup and select Object Manager.
- Select the Academic Profile object from the list.
- Under Custom Fields & Relationships, select New.
- Enter a Label and Name for the field.
- For the Data Type, select Roll-Up Summary.
- Select Next.
- Enter a Field Label, Field Name, and Description.
- Select Next.
- For the Summarized Object, select Courses.
- For Roll-Up Type, select Count.
- Under Filter Criteria, select ‘Only records meeting certain criteria should be included in the calculation.’
- Enter your Filter Criteria.
- Select Next.
- Configure the Field-Level Security that should apply to the field.
- Select Next.
- Indicate the Page Layout(s) that should include the field.
- Select Save.
Creating a Roll-Up Summary field on the Contact object
- Create a Roll-Up Summary field on the Academic Profile object.
- Select Setup and search for Fields.
- Under Contact Custom Fields & Relationships, select New.
- For the Data Type, select Roll-Up Summary.
- Select Next.
- Enter a Field Label, Field Name, and Description.
- Select Next.
- For the Summarized Object, select Academic Profile.
- For Roll-Up Type, select Sum.
- For Field to Aggregate, select the roll-up field you previously created.
- Under Filter Criteria, select ‘All records should be included in the calculation’.
- Select Next.
- Configure the Field-Level Security that should apply to the field.
- Indicate the Page Layout(s) that should include the field.
- Select Save.