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Business Platforms & EA · Foundational

Roll-Up Summary Field

Field on a master record that calculates COUNT, SUM, MIN or MAX from related detail records.

Definition

Roll-up summary fields require a master-detail relationship (with a few standard exceptions such as Opportunity Products on Opportunity). Filter criteria can limit which detail records are included. An object can have up to 25 roll-up summary fields by default.

Example

Total_Expenses__c sums Amount__c from all approved Expense_Line__c records.

Exam tip

Lookup relationships cannot natively roll up; the workaround is a flow, Apex or converting to master-detail.

Related terms