From the course: Salesforce Associate Cert Prep
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Rollup summary fields - Salesforce Tutorial
From the course: Salesforce Associate Cert Prep
Rollup summary fields
- [Narrator] Let's talk about roll-up summary fields. So roll-up summary fields, you may or may not see on the exam. I say it's pretty unlikely that you'll see this on the exam, however it is good to know and understand and at least start to get thinking about roll-up summary fields. So these are fields that help you calculate other numbers within a master detail relationship. So this is going to be pretty complicated to understand without having an example. So let's go ahead and go to Burlington Textiles. We can have on the details page a number of closed opportunities here with Burlington Textiles Corp of America. So what that'll do is it'll count all of the closed opportunities that we have had that are related to this account. So opportunities being on a different object. You can see that we currently have one and it is closed, but let's say that we had maybe 10 of these opportunities and maybe 60% of them were closed. We could see how many were closed or we could calculate the…
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Contents
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Introduction to data model32s
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Accounts in Salesforce2m 34s
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Contacts in Salesforce2m 12s
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Opportunities in Salesforce2m 13s
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Cases in Salesforce2m 24s
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Leads in Salesforce1m 59s
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How everything relates to accounts2m 43s
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What are objects?1m 38s
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Standard vs. custom objects2m 22s
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Relationships3m 18s
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What are fields?1m 28s
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Creating custom fields5m 29s
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Picklist fields4m 27s
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Formula fields6m 27s
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Rollup summary fields3m 31s
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Page layouts4m 51s
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Record types4m 24s
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How record types, page layouts, and profiles work together2m 32s
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Overview of Salesforce security7m 41s
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Profiles3m 35s
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Permission sets and permission set groups3m 19s
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Field level security2m 38s
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Roles and role hierarchies3m 55s
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Sharing rules3m 11s
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Public groups1m 3s
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Manual sharing2m 50s
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Sharing sets1m 1s
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Practice question walkthrough: Data model2m 39s
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