---
schema_version: "1"
id: 29a4033f166882645e14b391865df2af8ddf565155131d0119cf8d87977020fa
title: Create a Roll-Up Summary Field
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/fields_defining_summary_fields.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.fields_defining_summary_fields.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: db03f1aa955f53266ad0bbad11fa203bc6165f61db42bd3b380835915ec699a6
description: Define a roll-up summary field on the object that’s on the master side of a master-detail relationship.
products:
  - Salesforce Platform
  - Security
release: "264"
---
# Create a Roll-Up Summary Field

Define a roll-up summary field on the object that’s on the master side of a master-detail relationship.

### Required Editions

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/images/icon_important.png)

Important Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Contact Manager</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, <strong>Developer</strong>, and <strong>Database.com</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d174225e89">User Permissions
              Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d174225e89 ">To view roll-up summary field definitions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d174225e89 ">View Setup and Configuration</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d174225e89 ">To edit roll-up summary field definitions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d174225e89 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

If a relationship doesn’t exist, first create a master-detail relationship between the master object that displays the value and the detail object that contains the records you’re summarizing.

To create a roll-up summary field:

1. Create a custom field on the object where you want the field displayed. Summary fields summarize the values from records on a related object, so the object on which you create the field is on the master side of a master-detail relationship. For instructions on creating a custom field, see [Create Custom Fields](https://help.salesforce.com/s/articleView?id=platform.adding_fields.htm&type=5&language=en_US)..
2. Choose the **Roll-Up Summary** field type, and click **Next**.
3. Enter a field label and any other attributes, and click **Next**.
4. Select the object on the detail side of a master-detail relationship. This object contains the records that you want to summarize.
5. Select the type of summary.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><tbody><tr class=""><th style="vertical-align:top;" headers="d174225e171-option" id="d174225e175">COUNT</th><td style="vertical-align:top;" headers="d174225e171-desc d174225e175">Totals the number of related records.</td></tr><tr class=""><th style="vertical-align:top;" headers="d174225e171-option" id="d174225e184">SUM</th><td style="vertical-align:top;" headers="d174225e171-desc d174225e184">Totals the values in the field you select in the Field to Aggregate option. Only number, currency, and percent fields are available.</td></tr><tr class=""><th style="vertical-align:top;" headers="d174225e171-option" id="d174225e193">MIN</th><td style="vertical-align:top;" headers="d174225e171-desc d174225e193">Displays the lowest value of the field you select in the Field to Aggregate option for all directly related records. Only number, currency, percent, date, and date/time fields are available.</td></tr><tr class=""><th style="vertical-align:top;" headers="d174225e171-option" id="d174225e202">MAX</th><td style="vertical-align:top;" headers="d174225e171-desc d174225e202">Displays the highest value of the field you select in the Field to Aggregate option for all directly related records. Only number, currency, percent, date, and date/time fields are available.</td></tr></tbody></table>
6. Enter filter criteria if you want a selected group of records in your summary calculation. If your organization uses multiple languages, enter filter values in your org’s default language.
    
    When you use picklists to specify filter criteria, the selected values are stored in the org’s default language. If you edit or clone existing filter criteria, first set the **Default Language** on the Company Information page to the same language that was used to set the original filter criteria. Otherwise, it’s possible that the filter criteria aren’t evaluated as expected.
7. Click **Next**.
8. Set the field-level security to determine whether the field is visible for specific profiles, and click **Next**.
9. Select the Dynamic Forms-enabled Lightning record pages that should include the field, then click **Next**.
    
    If you don’t have any Dynamic Forms-enabled Lightning record pages for the object, this step doesn’t appear.
10. Choose the page layouts where you want to display the field.
    
    The field is added as the last field in the first two-column section on the page layout. For user custom fields, the field is automatically added to the bottom of the user detail page.
11. Click **Save** to finish or **Save & New** to create more custom fields.

#### See Also

- [Roll-Up Summary Field](https://help.salesforce.com/s/articleView?id=platform.fields_about_roll_up_summary_fields.htm&release=264.0.0&type=5 "A roll-up summary field calculates values from related records, such as those in a related list. You can create a roll-up summary field to display a value in a master record based on the values of fields in a detail record. The detail record must be related to the master through a master-detail relationship. For example, you want to display the sum of invoice amounts for all related invoice custom object records in an account’s Invoices related list. You can display this total in a custom account field called Total Invoice Amount.")