In this lecture, I walk you through creating a Roll-Up Summary Field. I cover how to specify matching filters so that you only pull in the relevant records you want in a Roll-Up Summary field. I have also included the link to the online help page that contains more details and rules around this powerful field type.
Resource:
Roll-Up Summary Field Online Help Page - https://help.salesforce.com/articleView?id=fields_about_roll_up_summary_fields.htm
In this lecture we walk through Sample Exam Question #4 from the Study Guide. This scenario deals with Roll-Up Summary fields between two custom objects. I cover the different possible answers and how they are either right or wrong. I also discuss how to strategically approach this question, firs...
This is a conceptual lecture that talks through some of the common scenarios and reasons that data loss could result from changing a custom field's data type. I also demonstrate how data is lost when changing a field from a multi-select picklist to a pick list. I also provide a helpful resource l...
In this lecture, I show you how to find the install link for the Data Loader from within Salesforce. The Data Loader is a local installation onto your own computer, and is used for the mass inserting, updating, and deleting of records in Salesforce. I also share a helpful resource that contains m...
