Rollup Summary Fields

Rollup Summary Fields provide quick access to complex metrics in large databases.

About Rollup Summary Fields

Rollup calculations are done in the background, on a schedule specified when the field is created, and include such calculations as: Record Count, Sum, Average, and Max/Min operations.

The Rollup Summary Fields option is managed by a Service Provider admin This feature is disabled, by default Learn more: Tenant Configuration Options

Rollup Summary Fields can be used with the following platform elements:

• Master Objects (created via Master-Detail relationship)
• Accounts (available on Accounts with the Opportunity object)
• Prospect Objects
• Elements that use Filter Expressions:

• Custom Access Criteria
• Calendar Based Data Policy
• Filters in Views
• Filters in Reports
• Computed Fields
• Layout Rules

In these one-to-many relationships, a Master-Detail relationship is created, where data from the detail object can be summarized and the resulting calculations are rolled up to the master-level object.

How it Works

In an order management system, a Master object and a Detail object are defined. In the resulting Master object view, the Rollup Summary Fields provide quick analysis of order history, by Customer name with total sales listed for each customer.

• The Master object is Orders

• The Master object contains these fields:

• customer_name
• order
• Rollup Summary Field, order_amount, with these parameters:

• Label: Order Amount
• Display Type: Rollup Summary
• Summary Object: Line Items
• Rollup Type: SUM
• Summary Field: amount
• Summary Calculation Mode: Asynchronous

• The Detail object is Line Items

• The Detail object contains these fields:

• Lookup field to orders, order
• item_number
• item_description
• order_number
• quantity
• each
• unit_price
• amount

Order Data

order	customer_name
1001	Bob's Bakery
1015	Sally's Sweets

Line Item Data

order	item_number	item_description	quantity	each	unit_price	amount
1001	B102	sticky buns	2	doz	$3.95	$7.90
1001	C220	chocolate chip cookies	1	doz	$2.95	$2.95
1015	W32	whole wheat bread	1	loaf	$4.50	$4.50
1015	B43	butter cookies	3	doz	$1.55	$4.65
1015	C56	carrot cake	1	large	$9.95	$9.95

Rollup Summary Action

Open the Orders object, and see the Rollup Summary calculations in the default View:

order	customer_name	order_amount
1001	Bob's Bakery	$10.85
1015	Sally's Sweets	$19.10

Considerations

• By default, calculations on Rollup Summary Fields are Asynchronous, which means that values are updated (recalculated) on a regular schedule, defined at the server level

Learn more: Synchronous Rollup Summary Fields

• Available Rollup Calculation Types are:

• Count
• Sum
• Average
• Min
• Max

• See Eligible Field Types based on Calculation Type for more information

Add a Rollup Summary Field

To add a Rollup Summary Field:

1. Using objects in a Master-Detail relationship (or alternate objects, listed above), follow the instructions at Create a Lookup Field
2. Optionally, define Record Selection Criteria to determine the records to display in a Lookup Window; learn more: Customize Lookup Field Options

Synchronous Rollup Summary Fields

The option for Synchronized calculations means that records are updated immediately, whenever a value dependent on the Rollup Summary Field is updated or changed in any way. This creates a live data feed, with up-to-the-minute metrics.

Note: The Synchronous option is available only for self-hosted installations of the platform, as the load placed on the system can impact all tenants.

Rollup Summary Fields are calculated asynchronously by default, which is adequate for most applications. In order to use Synchronous calculation in Rollup Summary Fields, the Synchronous Rollup Summary Fields option in Manage Tenant Capabilities must be enabled.

Considerations

• The Synchronous option can cause a delay in displaying the Rollup Summary Field values, especially if a large number of records must be accessed for calculations
• A maximum of five (5) Rollup Summary Fields are permitted per Tenant

• The number of Rollup Summary Fields allowed are defined in Manage Tenant Capabilities

Eligible Field Types based on Calculation Type

Calculation Type	Eligible Field Types	Return Types
Count	All	All
Sum	Number (integer), number with decimals, currency, percent (%), formula fields	Number (integer), number with decimals, currency or percent (%)
Average	Number (integer), number with decimals, currency, percent (%), formula fields	Number (integer), number with decimals, currency or percent (%)
Min	Number (integer), number with decimals, currency, percent (%), formula fields	Number (integer), number with decimals, currency, percent (%), date or date/time
Max	Number (integer), number with decimals, currency, percent (%), formula fields	Number (integer), number with decimals, currency, percent (%), date or date/time

Technical Considerations

• Rollup Summary Fields cannot be created for a Detail object that is checked out (Learn more: Versioning)
• A Rollup Summary Field can be deleted, which deletes all associated parameters, including: Name, Title, Summary Object, Rollup Type, Summary Field and Summary Calculation Mode
• When updating a Rollup Summary Field, these fields can be modified: Title, Lookup Filters and Summary Calculation Mode

• However, these fields cannot be changed: Display Type, Summary Object, Rollup type or Summary Field

• A Summary Field that is used in a Rollup Summary cannot be deleted (because the Summary Field links to a field in the Detail Object)
• If a Detail object is deleted and a Rollup Summary Field exists in the Master object, then the field display type reverts from Rollup Summary to match the field display type originally specified by the field in the Detail object
• If the Synchronized Rollup Fields option is enabled in Manage Tenant Capabilities, then the [Asynchronus] and [Synchronous] calculation options become available when creating a Lookup field in a Master-Detail relationship
• When a record in a Detail object is deleted, the Rollup Summary Field is recalculated according to the defined Asynchronus/Synchronous option
• If a record in a Master object is accessed from a View while the Rollup Summary Field is being calculated, an icon will be displayed in place of the value, indicating that a calculation is in progress

Implementation

• Rollup Summary Fields:

• are universal, read-only fields
• should not be used to build filter criteria for Formulas, Data Policies, Validations, Indexes or Searches
• cannot be created based on a Rollup Summary Field
• can be created only in objects of type Master, Account and Prospect

• ISCHANGED() function cannot be used on Rollup summary fields.

Packaging

• If the object is a master object with rollup summary field, the detailed object needs to be added as a dependent item
• Mass Update cannot be performed on Rollup Summary Fields
• Use ISNULL in Formula Functions with Rollup Summary Fields