Activity Forums Salesforce Questions and Answers What is the difference between Formula fields and Roll Up Summary Fields in Salesforce?

  • What is the difference between Formula fields and Roll Up Summary Fields in Salesforce?

  • Anurag algoworks

    Member
    July 19, 2018 at 3:00 pm

    What is the difference between Formula fields and Roll Up Summary Fields?

  • chanchal kumar

    Member
    July 19, 2018 at 3:27 pm

    hii aanurag,

    Rollup summary will work only in MASTER DETAIL relationship whereas Formula field will work in cross objects and individual objects

  • madhulika shah

    Member
    September 14, 2018 at 9:36 am

    Hi Anurag,

    A Rollup Summary field is used to calculate the sum of a fields in the child object record. It is compulsory to be in a Master-Detail relationship to use the rollup summary. A rollup summary field is always created on Master record.(Parent to Child).

    Example. You have an Account and multiple Contacts under that Account. Each of the Contact have a number field on it say Contacted People. Now on the Account you can create a Rollup summary to check the Number of Contacted People via all your contacts.

    Where else a formula field is mostly used for calculations with in a certain object. And it is child to Parent.

    Thanks.

  • Parul

    Member
    September 20, 2018 at 5:56 pm

    Hi,

    A roll-up summary field calculates values from related records, such as those in a related list. You can create a roll-up summary field to display a value in a master record based on the values of fields in a detail record. The detail record must be related to the master through a master-detail relationship. For example, you want to display the sum of invoice amounts for all related invoice custom object records in an account’s Invoices related list. You can display this total in a custom account field called Total Invoice Amount.

    where as formula field is a read only field, the value of formula filed evaluate from expression defined by us. If we update any value in the expression, it automatically updates formula field value. We can create formula fields in both standard and custom object.

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