Roll-up summary recalculation
Key Takeaway
Certain setup changes start a mass recalculation of a roll-up summary field. It can take up to 30 minutes and does not trigger workflow rules or field validations. You can also force one by hand to correct stale campaign values or small SUM remainders.
A roll-up summary field sits on the master side of a master-detail relationship. It runs COUNT, SUM, MIN or MAX over the related detail records and shows the result on the master record. When values in the detail records change, the roll-up summary value on the master record changes too. Certain setup changes also make Salesforce recalculate the field across all records at once, which is called a mass recalculation.
What causes a mass recalculation
These changes cause a mass recalculation of roll-up summary fields:
- Changing the roll-up summary definition, such as the function or the field being aggregated
- Changing the expression of a formula field that the roll-up summary field references
- Replacing picklist values for picklist fields used in the roll-up summary field's filter
- Changing picklist record type definitions
- Changing conversion rates
- Changing price book entries
- Selecting "Force a mass recalculation of this field"