Salesforce Platform App Builder Certification Training - Create Roll-Up Summary Field

Salesforce Platform App Builder Certification Training - Create Roll-Up Summary Field

Assessment

Interactive Video

Information Technology (IT), Architecture

University

Hard

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FREE Resource

The video tutorial guides users through creating a roll-up summary field in a master-detail relationship. It covers selecting the master object, customizing field labels, choosing the detail object, and selecting the rollup type. The tutorial also explains the setup process, choosing the child object, and the four types of rollup summaries: count, sum, minimum, and maximum. Finally, it discusses selecting the profile and page layout for access and visibility.

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2 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

How do you choose the profile that will have access to the roll up summary?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What is the significance of the page layout in the roll up summary creation process?

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