Roll-up Summary Fields

A roll-up summary field is used to calculate values from a set of related records. The child records must be directly related to the parent record through a master-detail relationship.

To create a roll-up summary field, refer to Salesforce Help.

In the CT Mobile app, the roll-up field will automatically display a value on a parent record based on the values of child records. There is no need to start the sync process when the child record values have been changed.