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

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

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Interactive Video

Information Technology (IT), Architecture

University

Hard

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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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OPEN ENDED QUESTION

3 mins • 1 pt

What new insight or understanding did you gain from this video?

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