Salesforce Certified Associate Practice Exam

What is the purpose of roll-up summary fields in Salesforce?

1. To create detailed reports

2. To calculate values from related child records

3. To enforce data validation

4. To send emails automatically

The correct answer is: To calculate values from related child records

The purpose of roll-up summary fields in Salesforce is to calculate values from related child records. These fields enable users to aggregate data from child records into a parent record. For instance, if you have a parent object such as "Account" and a child object like "Opportunity," a roll-up summary field can be created on the Account object to sum all of the Opportunity amounts associated with that Account. This aggregation can take various forms, including sum, average, minimum, maximum, or count, making roll-up summary fields a powerful tool for obtaining a quick overview of data relationships without needing to create complex reports or queries. By providing real-time calculations, roll-up summary fields streamline data management and enhance reporting capabilities within Salesforce.