Roll up Summary field
A Roll-up Summary field aggregates values from a related list onto the parent record.
On this page:
What it does
A Roll-up Summary, found under System Settings > Objects > Object Fields, aggregates the values of one field in a related list and stores the result in a new field on the parent object.
ℹ️ This feature is exclusive to Enterprise Plans.
Roll-Up Summary Fields can only be created on:
- Custom objects in a lookup relationship to another object
- Standard objects on the parent side of a lookup relationship with a custom object
- Opportunities using values from related opportunity products
- Organizations using values from related opportunities
Roll-up summary fields cannot be created from standard child objects such as Tasks, Events, Notes, Files, or Emails.
Aggregate calculations
The available aggregate calculations are COUNT, SUM, MIN, and MAX. The field types you can calculate depend on the type of calculation:
- SUM: Number and percent fields
- MIN or MAX: Number, currency, percent, date, and date/time fields
- COUNT: Counts related records matching filter criteria (the default selected value)
If the aggregate chosen is not COUNT, the ‘Field to Aggregate’ dropdown is displayed. When MIN, MAX, or SUM are selected, only fields on which you can perform that operation are shown in the dropdown.
Internal system fields, multi-line text fields, image fields, and calculated fields cannot be used in roll-up summaries.
Roll-up Summary field calculations occur after a related list record is changed or saved and are processed in near real-time using the appropriate queue.