What are Rollup Summary Fields in Salesforce | How to create and when to use Roll Up Summary fields
In this video, Shrey has explained Roll-up Summary Fields in Salesforce by dividing this topic into 4 basic points, which are:
1. What is Roll-up Summary Fields in Salesforce?
2. When to use Roll-up Summary fields in Salesforce?
3. How to create Roll-up Summary fields?
4. Important Points to remember while creating roll-up summary fields.
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Grow your business with THE BEST SALESFORCE IMPLEMENTATION and CONSULTANCY SERVICES
Reach us out here: cyntexa.com
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Instagram: / imshreysharma
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Shrey is the Chief Executive Officer at Cyntexa which is considered as one of the top Salesforce Consulting Partner in USA, UK, UAE, Australia, Singapore & India having a vibrant team of 100+ certified Salesforce experts which include developers, architects, consultants, administrators, and MVPs.
Shrey took Cyntexa from 5 to 100+ people in less than 1.5 years while multiplying the revenues by 8 times. Shrey is an entrepreneur since the age of 13 as he was buying and selling stuff and making money in the school itself. Shrey is the Youngest Salesforce MVP in the world who firmly believes in providing value to the people and building long term value-based relationships. His mission is to disrupt the way professional technical services are delivered by bringing back the empathy for the end-user rather than being operational and transactional.
Shrey is popularly known as Salesforce Hulk in the Salesforce ecosystem as he was the first one to start creating videos on Salesforce on his KZread channel named as Salesforce Hulk and that too at the age of 19. Shrey is also the founder of S2 Labs which is a Salesforce Training Company, being the 1st one to start Salesforce training in Rajasthan, India, and currently selling his courses worldwide. Shrey is also a marvelous speaker who actively presents on topics that revolve around Salesforce and Entrepreneurship in various worldwide conferences. Shrey has also been a Judge in multiple technical and business hackathons organized by the Government of India like Smart India Hackathon.
Shrey is a leader with out of the box thinking who emphasizes not only on hitting the sales targets but also on providing an amazing experience to the customers as well as employees. Shrey believes in building a team with strong values, ethics, and behavior which leads to the amazing culture at Cyntexa.
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#learnsalesforce
#salesforcehulk
Пікірлер: 86
This kid is better than any teacher I've had in my total combined 16 years of formal US education. Take the ad money youtube...you've earned it.
Learning Salesforce has become real fun due to your videos..Thanks a lot 👍
@SalesforceHulk
3 жыл бұрын
Glad to hear that
Thank you. Very dynamic. Keep it up !
Shrey... You are the best salesforce teacher
Keep it up. I am talking app builder soon and this video really helped me.
Great video sir... Thank you so much
very easy explanation.Thank you shrey
your simply super... many thnaks young champ
Thanks a million for your explanation
Full contented! Thanx!
awesome explanation really good
Awesome explanation bro..good work
This was my first video on his channel, I am now going to watch all his videos to better understand salesforce. Top stuff brother :) Thank You
Super explanation 👍🏽
Great Video, Thanks
Good One! Thanks bro!
Your videos are great. I think it will be useful to create a playlist for all these topics with title: lesson 1, Lesson 2 and as such
@SalesforceHulk
2 жыл бұрын
Thanks for the tip!
Thank you so much sir
Awesome. I understood Clearly!! Thanks
@SalesforceHulk
6 жыл бұрын
Pratiksha Gupta glad to hear that!
Thank you shrey
What an explanation.. 🍻..
Clearly explained
while seeing your vedios will not get bored , it is almostlike a real fun. Thanks a lot👍
@SalesforceHulk
Жыл бұрын
Glad to hear that
nice video. please consider lapel microphone which will have a better audio quality without much echo in the background. Very good explanation!
Thank you.keep going:)
really good Job
Two Custome Object how to create roll up summry in look-up relationship. i want be using trigger create this help me to fix it
Thanks bro! :)
Your videos are excellent! Thanks 👍
@SalesforceHulk
Жыл бұрын
Thanks!
Awsome bhai, thank you
@SalesforceHulk
3 ай бұрын
You're Welcome!
Hi.. Why is the roll up summary field not enabled for lead object to summarize activities on the lead? I need to create a roll up summary field to show number of emails sent on the lead.
Bro your videos very very usefull for me
@SalesforceHulk
Жыл бұрын
Thank You
Dude - you are too good!
@SalesforceHulk
6 жыл бұрын
UserKamboj thanks!
Thanks for sharing
Videos are great
Hi, Rollup summery is manually edited but child record was not changed, if it is possible or not?? yes mean can u explain it?
Thank you so much shrey love from Pakistan
@SalesforceHulk
2 жыл бұрын
It's my Pleasure
u r best ! thank u soo much now, i understood this completely #d.hulkwid-buster.
Very interesting way of teaching Salesforce.. Bro please upload some video from development part like MVC, Visual force pages and Apex programming.. I will be very grateful, Thank you
@SalesforceHulk
6 жыл бұрын
amir suhail thanks amir, check out the Salesforce development series video that i have started... You'll like it a lot!
@SalesforceHulk
6 жыл бұрын
kzread.info/dash/bejne/jIqCq5Syndu2k9Y.html here is the link
@amirsuhail3423
6 жыл бұрын
Thank you..
good work brother... keep it up :)
@SalesforceHulk
6 жыл бұрын
Thanks, mate. :)
Couldn't create a rollup summary on a formula field (created using TODAY(),NOW()).Why is it so?
Here we are rolling up different rows in one fields for master record. What if, we have to add different columns in roll-up summary ? How can we do that ? let's take an example. There is a master record of Student data, and there is child record for their marks. There are 3 subjects associated with each student. So we store 3 marks for each student. If I want to get total of all marks scored by each student, how can we do that ? Please guide. Thanks
How to create a state and enter no of city within states using roll up summary field.
ur awesome bro
@SalesforceHulk
2 жыл бұрын
Thanks!
Please make vedio about anonymous blocks
Hi, i need to know what is the technology backend and front end of Salesforce Lightning?
@sachinrnayak3420
2 жыл бұрын
Hi fatma, Javascript is the primary language for front-end development on the Salesforce Lightning Platform. The platform's primary frontend framework and component library, Lightning Web Components, are built with core Web Components that run natively in the browser. For server-side development, Salesforce app developers use Apex, a strongly typed object-oriented programming language with syntax similar to Java. Apex code is stored in the format of classes and triggers. Salesforce also has its own data management language SOQL, which is similar to SQL.
U r Amazing
Loved your video buddy, Is it possible to do this without creating a field? I want to COUNT the number of child records and execute a automated process. Can this be achieved without a field?
@sachinrnayak3420
2 жыл бұрын
Without a field you cannot achieve this. If you want the count and get the output there must be a field difined to display the result. So there must be a field.
How to rollup BA-016 and BA-017 and BA-018 to a grandparent account? Please show this kindly. Thank You
@SalesforceHulk
6 жыл бұрын
Just create a roll-up summary field on the grand-parent object which will roll-up the field values of Bank account records.
Question : How to do you get the summary of grandchildren. So if the parent has children and those children become parents in another master detail relationship with more children of their own, then how does the grand parent master get the count etc of the grandchildren. Does rollup over rollup work ?
@revanthkumar6735
3 жыл бұрын
It's a good question! Did you get the answer for that and how can we achieve that please explain.
@sreekumargopakumar10
3 жыл бұрын
@@revanthkumar6735 the answer is yes, but there is a limit on the depth. I think it is 4 - "don't quote me on it"
Shrey , please let me know If there is formula field then why we need the rollup summary field.
@sachinrnayak3420
2 жыл бұрын
Hi Rahul, A Rollup Summary field is used to calculate the sum of a fields in the child object record. It is compulsory to be in a Master-Detail relationship to use the rollup summary. A rollup summary field is always created on Master record.(Parent to Child). Example. You have an Account and multiple Contacts under that Account. Each of the Contact have a number field on it say Contacted People. Now on the Account you can create a Rollup summary to check the Number of Contacted People via all your contacts. Where else a formula field is mostly used for calculations with in a certain object. And it is child to Parent .
Nice
What can we do to see the count Function ???
@sachinrnayak3420
2 жыл бұрын
Use COUNT operation. To count the number of child records
Hey I need to learn Salesforce
best best best :)
@SalesforceHulk
2 жыл бұрын
Thanks!
Awe 😍
@SalesforceHulk
6 жыл бұрын
❤️💟❤️💟❤️💟❤️💟
👍👍👍👍👍👍👍👍
❤️
Great Job done. But please lower down your rate of speech. you got too fast.
@SalesforceHulk
6 жыл бұрын
Tryin to do that Naman but believe me it is very difficult :P
Great Video, Thanks
thanks for sharing