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