What operations can the Rollup fields do?

Rollup fields can be created for the following operations:

  • SUM: This calculates the sum of a set of related record fields and rolls up to a parent entity field
  • COUNT: This counts the related records and rolls up to a parent entity field
  • MIN: This gets the minimum value in a set of related record fields and rolls up to a parent entity field
  • MAX: This gets the maximum value in a set of related record fields and rolls up to a parent entity field
  • AVG: This gets the average value in a set of related record fields and rolls up to a parent entity field

The following are some examples where we can use Rollup fields:

  • The last modified activity date on an account
  • The number of open cases under an account
  • The total revenue under all opportunities for an account

The following are some of the limitations of Rollup fields:

  • Rollups are only supported for 1:N relationships and not for N:N relationships
  • The maximum number of Rollup fields allowed in any CRM organization is 100
  • The maximum number or Rollup fields allowed in one CRM entity is 10
  • Creating Rollup fields over a Rollup field is not allowed
  • A workflow cannot be triggered on Rollup field updates
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