Salesforce Platform App Builder Certification Training - Create Roll-Up Summary Field

The video tutorial guides users through creating a roll-up summary field in a master-detail relationship. It covers selecting the master object, customizing field labels, choosing the detail object, and selecting the rollup type. The tutorial also explains the setup process, choosing the child object, and the four types of rollup summaries: count, sum, minimum, and maximum. Finally, it discusses selecting the profile and page layout for access and visibility.

What is the first step in creating a roll-up summary field?

• Choose the master object

• Choose the roll-up type

• Enter the field label

• Select the child object

What does the roll-up summary field allow you to do in the setup organization?

• Create a new master object

• Enable the detail object

• Summarize records

• Disable the master object

Which of the following is NOT a type of roll-up summary?

• Count

• Average

• Sum

• Maximum

What must be selected to determine who can access the roll-up summary field?

• The master object

• The roll-up type

• The profile

• The page layout

What is the purpose of choosing a page layout in the roll-up summary creation process?

• To define the master object

• To set the roll-up type

• To customize the field label

• To ensure consistency in processes