Salesforce Sales Cloud Consultant Test

What does a roll-up summary field do?

1. It allows rolling back data changed last week

2. It aggregates child record information into the parent record

3. It provides a summary of data type and object relationship

4. It is accessible via the API

The correct answer is: It aggregates child record information into the parent record

A roll-up summary field is a powerful feature in Salesforce that aggregates values from child records into a parent record. This functionality is specifically useful in situations where there is a master-detail relationship between two objects. For example, if you have a parent object like "Account" and child objects like "Opportunities," a roll-up summary field can calculate the sum of all Opportunity amounts associated with a specific Account and display that total directly on the Account record. This feature automatically updates whenever related child records change, ensuring that the parent entity always has the most accurate and up-to-date information. It supports several types of aggregation operations, including COUNT, SUM, MIN, and MAX. This makes it an invaluable tool for reporting and analytics, allowing users to summarize key data points without having to manually compile the information from each related record. The other options do not accurately represent the function of roll-up summary fields. They may refer to other functionalities or Salesforce components, but they do not capture the essence of what a roll-up summary field accomplishes in aggregating data from child records to a parent record.