Abhinav KumarMarch 24, 2022Sum -: In Roll -Up Summary we use Sum function to calculate the Summation of the values of a specified field on a child record.
Steps To Create Roll-Up Summary Fields in Salesforce for (SUM) Function
Step 1Â Login to your org.
Step 2Â Setup > Object Manager.
Step 3 Click on Account > field & Relationship > New.
Step 4 Select Roll – Up Summary > Next.
Step 5 Complete all the Steps and fill the details which are required.
Step 6Â Next Steps to Define the Summary and provide the function as shown in figure.
Step 7 Another Steps is to define the Field Security level. Here the permissions are given.Â
Step 8 Next Steps is to Provide the Page Layout Setting. As where the Output of desired function will be shown.
Our Roll-Up Summary Field for the Sum function has been established. Now we can get a total Summation of the value present in the Record.
Happy Learning!
