Trail mix 2 -
- Improve Data Quality for a Recruiting App - Create Formula and Roll-Up Summary Fields
Create Roll-Up Summary Fields
Now, create a roll-up summary field for Number of Reviews on the Job Application object.
- From Setup, click Object Manager, and select Job Application.
- Click Fields & Relationships, then click New.
- For Data Type, choose Roll-Up Summary, and click Next.
- For Field Label, enter Number of Reviews.
- Click Next.
- Select Reviews from the Summarized Object dropdown.
- Select Count as the Roll-Up Type.
- Select All records should be included in the calculation as the Filter Criteria.
- Click Next, Next, then Save & New.
Next, create a roll-up summary field for Review Scores on the Job Application object.
- Select Roll-Up Summary as the Data Type, and click Next.
- For Field Label, enter Total Review Score.
- Click Next.
- Select Reviews from the Summarized Object dropdown.
- Select Sum as the Roll-Up Type.
- Select Overall Review Score as Field to Aggregate.
- Select All records should be included in the calculation as the Filter Criteria.
- Click Next, Next, then Save & New.
Create Additional Formulas
#Trailhead Challenges #Trailhead #Roll-up Summary Fields @KEERTHI POTLAPALLI