What is a Roll-Up Summary field and when can it be used?
Suggested answer
A Roll-Up Summary field is a field on a master record that aggregates values from related detail records in a master-detail relationship. Aggregate functions: COUNT (count of detail records), SUM, MIN, MAX. Restrictions:
1. Only available on Master objects in a master-detail relationship (not lookup).
2. The detail field being rolled up must be a currency, number, or percent field (for SUM/MIN/MAX).
3. Cannot roll up formula fields that reference fields from other objects.
4. Limited to 25 roll-up summary fields per object. Use cases: total Opportunity value on Account, count of Cases, minimum contract start date. For lookup relationships, use Flows or Apex triggers to simulate roll-ups.
Practice content for interview preparation; not an official vendor answer. Verify details against current product documentation.
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