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Deleting fields used by roll-up summaries

Key Takeaway

You can't delete a field that a roll-up summary definition references, such as the field being aggregated.

A roll-up summary field sits on the master side of a master-detail relationship. It shows a value on the master record, such as a count or total, calculated from the related detail records. Because a roll-up summary field depends on fields on the detail object, it limits which fields you can delete. You need to know what blocks a deletion and what happens to a field after you delete it.

What a roll-up summary field calculates

A roll-up summary field can COUNT the detail records. It can also find the SUM, MIN, or MAX of a field on those records.

For example, a Total Invoice Amount field on Account can sum the amounts of related invoice records.

Platform Administrator Study Guide

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Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and know the implications of deleting fields (roll-up summaries, cross object formulas, picklist dependencies, relationship fields)

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