Roll Up Summary field filters in Salesforce

Roll Up Summary field filters in Salesforce

1. You can’t use long text area, multi-select picklist, Description fields, system fields like Last Activity, cross-object formula fields, and lookup fields in the field column of roll-up summary filters. 

2. Make sure that the filter for your roll-up summary doesn’t encounter a formula field that results in “#Error!”. If one of your filter criteria uses a formula field that results in an error, no matches are returned for that filter criterion. For example, your roll-up summary filter is “Formula Field equals 10”. Two records contain errors, and one contains the value “10” in that field. In this case, your summary includes only the record with the value “10.”

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