- Rollup Fields rollup information from the related records (or in other words, it aggregates value of related records).
- Example: Total estimated revenue of open opportunities of an account, Number of high priority open cases across all accounts, etc.
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Functions available:
- Sum
- Count
- Min
- Max
- Avg
How it Works?
Let us say, we need to see how many bookings does a Contact have?
- Customize the system
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Go to Contact Entity and add a new Rollup field as shown below:
- Add this field to the Contact form.
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Create some Booking Details with various Agents (Contacts) and then check the contact form for the result:
NOTE: If you do not see a value, click Recalculate function.