Formulas and Validations | Implement Roll Up Summary Fields | Trailhead/Salesforce
Umesh Lad Umesh Lad
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 Published On Premiered Jul 20, 2023

Formulas and Validations | Implement Roll Up Summary Fields | Trailhead/Salesforce

Trailmix 2 - Customize Salesforce with Clicks

Create a Rollup Summary Field

Add a custom field to the standard account object to provide a rollup summary of the total expected revenue from all related opportunities.

Create a roll-up summary field on the Account object:
Field Label: Potential Value
Field Name: Potential_Value
Calculate the total expected revenue of all the opportunities related to the account

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