Salesforce App Builder Practice Exam

Question: 1 / 400

What is the difference between a formula field and a roll-up summary field?

A formula field aggregates data across multiple records, while a roll-up summary field calculates values within a single record

A formula field calculates values based on other fields within the same record, while a roll-up summary field aggregates values from related records

The correct choice highlights the core functionality of both formula fields and roll-up summary fields within Salesforce. A formula field is designed to calculate values based on other fields within the same record, allowing for dynamic calculations that reflect real-time data changes. For example, if a record has fields for quantity and price, a formula field can calculate the total value of that record by multiplying these two fields together.

On the other hand, a roll-up summary field serves a different purpose. It aggregates values from related child records, providing a summary of those records directly on the parent record. For instance, if you have an "Order" object as a parent record and related "Order Items" as child records, a roll-up summary field can total the quantity of all order items associated with that order.

This distinction is fundamental in understanding how data aggregation and calculations work in Salesforce. The other options mischaracterize these fields by suggesting incorrect functionalities or attributes, making it crucial to grasp the specific applications and limitations of both field types.

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A formula field is static, while a roll-up summary field is dynamic

A formula field requires user input, while a roll-up summary field does not

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