What are Roll-Up Summary Fields in Salesforce?

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  • เผยแพร่เมื่อ 1 ต.ค. 2024

ความคิดเห็น • 30

  • @waynecommodore79
    @waynecommodore79 2 ปีที่แล้ว +8

    Explained this like a pro. I did this on trailhead and was baffled as to why I was doing this. Thank you for your service sir.

    • @Rotive
      @Rotive  2 ปีที่แล้ว

      Very welcome!

  • @LivelaVidaCrueltyFree
    @LivelaVidaCrueltyFree ปีที่แล้ว +3

    Thank you for this video! Trailhead is horrible at explaining why we are doing these modules. Now I understand what rollup summary is and what it can really do! It's hard to study with trailhead when at the end of the module they don't show you what you did and expect you to understand what you're doing.

    • @Rotive
      @Rotive  ปีที่แล้ว +1

      Hi Nnenna, Thanks for the comment! Trailhead and Salesforce documentation can be tough. Sometimes it seems to assume that the we have a lot more context or background knowledge than we do. Glad you found our video helpful.

  • @grace_yt479
    @grace_yt479 2 ปีที่แล้ว +2

    So Informative but I wish I could find also about validation Rules and Flows etc. Because your explanation is so clear. Thank you in Advance and wish you Best Luck!

    • @Rotive
      @Rotive  2 ปีที่แล้ว +2

      Thank you for the kind words. Videos to explain validation rules and flows are on the list!

  • @shubhampandey9514
    @shubhampandey9514 12 วันที่ผ่านมา

    At last you commented on the master details relationship on the details object..I think that was misspelt...But no worries the concept explanation was concrete enough enough

  • @amolbhosale8818
    @amolbhosale8818 ปีที่แล้ว +2

    thanks 4 valuable inforamation about roll up summary......please continue series.👌✌🙏

    • @Rotive
      @Rotive  ปีที่แล้ว

      You’re welcome! Thanks for watching. What are you working on learning?

    • @amolbhosale8818
      @amolbhosale8818 ปีที่แล้ว +1

      @@Rotive thanks Rotive..... Please create video on automation tools.... In that process builder and workflow rules... I try this term many times but did not work. Please 🙏🏻

    • @Rotive
      @Rotive  ปีที่แล้ว

      We have some videos on Flows and we’re making more. It is the future of automation in salesforce. Workflow rules and process builder are being retired but I’m sure an overview would still be useful

  • @tonemeditation1587
    @tonemeditation1587 4 หลายเดือนก่อน +1

    Nice explanation!

    • @Rotive
      @Rotive  4 หลายเดือนก่อน

      Glad you think so! Thanks for the comment!

  • @janawalker6438
    @janawalker6438 ปีที่แล้ว +1

    Best explanation of a rolllup summary! Thank you!

    • @Rotive
      @Rotive  ปีที่แล้ว

      Glad you got value from it. Thanks for watching!

  • @jaisonjoseph8235
    @jaisonjoseph8235 2 ปีที่แล้ว +1

    Wow great Explanation,Thanks a lot.

    • @Rotive
      @Rotive  2 ปีที่แล้ว

      Thanks for the kinds words! We're glad you found it helpful.

  • @ifyouseejeanne
    @ifyouseejeanne 2 ปีที่แล้ว +1

    Very informative video! Thank you

    • @Rotive
      @Rotive  2 ปีที่แล้ว

      Our pleasure!

  • @Nbdy1h3moneil4qw57b
    @Nbdy1h3moneil4qw57b ปีที่แล้ว +1

    just thank you so much for this content

    • @Rotive
      @Rotive  ปีที่แล้ว

      Glad it was helpful! We appreciate the comment and your time

  • @Iam_AlexK
    @Iam_AlexK ปีที่แล้ว

    Really enjoyed the way you explained the concept of rollup summary! Thank you for making great videos!

    • @Rotive
      @Rotive  ปีที่แล้ว

      Glad it was helpful! Let us know if there's anything else you'd like us to cover

  • @ArashaSP
    @ArashaSP 8 หลายเดือนก่อน

    Thank you for this! It was clear and concise.

    • @Rotive
      @Rotive  7 หลายเดือนก่อน +1

      Thanks, Arasha! Any other topics you'd like us to cover?

    • @ArashaSP
      @ArashaSP 7 หลายเดือนก่อน

      Yes! It would be great if you could demo how one might approach setting an org or cleaning up an org, or there common tasks when hired as a Junior Salesforce Admin. Thank you. @@Rotive

  • @NishaKumari-o8u9t
    @NishaKumari-o8u9t ปีที่แล้ว

    I was trying to create same rollup summary on account but i don't see amount in field to aggregate option. Please help

    • @Rotive
      @Rotive  ปีที่แล้ว

      Did you make sure to choose Opportunity as the child object? Amount, being a standard field should be visible unless, perhaps, you don't have permission to view it.

    • @FrancisSabado03
      @FrancisSabado03 ปีที่แล้ว

      I have the same problem, did you fix this? how?

    • @NishaKumari-o8u9t
      @NishaKumari-o8u9t ปีที่แล้ว

      @@FrancisSabado03 no, i tried but still not working for me. let me know if you found something.