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Create a Roll-Up Summary Field

Create a Summary Field

Next, you create a field on the Travel Approval object that automatically sums up the total amount of expenses from the related Expense Items. Salesforce has a field called a roll-up summary field that provides this functionality.

  1. From the Travel Approval object, select Fields & Relationships.
  2. Click New.
  3. Select the Roll-Up Summary data type.
  4. Click Next.
  5. Enter the following values for the field details:
    1. Field Label: Total Expenses
    2. Field Name: Total_Expenses (this automatically gets set when you tab out of the Field Label field)
      Step 2 of New Custom Field for the Travel Approval object
  1. Click Next.
  2. Configure the roll-up calculation.
    1. Summarized Object: Expense Items
    2. Roll-Up Type: SUM
    3. Field to Aggregate: Amount
    4. Filter Criteria: All records should be included in the calculation
      Step 3 of the New Custom Field for the Travel Approval object
  1. Click Next, Next, Save.

Nice job! You now have a new field on your Travel Approval object that automatically sums up your expenses. It has also been automatically added to your page layout. On to the next step, where you learn about formula fields.

Salesforce 도움말에서 Trailhead 피드백을 공유하세요.

Trailhead에 관한 여러분의 의견에 귀 기울이겠습니다. 이제 Salesforce 도움말 사이트에서 언제든지 새로운 피드백 양식을 작성할 수 있습니다.

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