Supported roll-up aggregate functions
Key Takeaway
COUNT, SUM, MIN, and MAX are the four roll-up types, and among them only MIN and MAX can summarize a date.
A roll-up summary field shows a value on a master record that is calculated from its related detail records in a master-detail relationship. The roll-up type you choose decides the math: count the detail records, or find the sum, lowest value, or highest value of one field across them. Each type accepts only certain field types, so the requirement usually points to one type.
Where you can create a roll-up summary field
Unlike a formula field, which calculates from fields on a single record, a roll-up summary field calculates from a set of related records, such as those in a related list. You define the roll-up summary field on the master side of a master-detail relationship. The detail records must be directly related to that master.
You can create a roll-up summary field on these objects:
- Any custom object on the master side of a master-detail relationship
- Any standard object that is the master of a custom object
- A few standard pairs also work:
- Opportunities summarizing opportunity products
- Accounts summarizing related opportunities
- Campaigns summarizing campaign member status or campaign member custom fields