Examkin

Question

Difficulty: HardFormula Fields and Roll-Up Summary Fields

A Salesforce Administrator at a commercial wholesale distributor is configuring calculations between a custom master object, Purchase_Order__c, and a custom detail object, Purchase_Order_Line__c, connected via a Master-Detail relationship. The business requires displaying the aggregated total value of line items on the purchase order record, where line item unit prices are derived from a cross-object formula referencing a related Product2 record. Which TWO considerations and system limitations must the administrator account for when implementing this calculation? (Select 2)

  1. Roll-Up Summary fields cannot aggregate a custom formula field on a detail object if that formula references fields from another related object across a lookup relationship.Answer
  2. B
    Roll-Up Summary fields can be created on any parent object regardless of whether the relationship type is a Master-Detail or a standard Lookup relationship.
  3. Native Roll-Up Summary functionality is available for this requirement because Purchase_Order__c and Purchase_Order_Line__c share a Master-Detail relationship rather than a Lookup relationship.Answer
  4. D
    Deleting a master Purchase_Order__c record will leave the detail Purchase_Order_Line__c records intact as orphaned records while keeping the roll-up value frozen.

Answer

The administrator must account for the restriction that Roll-Up Summary fields cannot aggregate cross-object formulas on detail records, and recognize that native Roll-Up Summary capability is available specifically because the objects share a Master-Detail relationship.
The correct statements correctly identify the fundamental relationship prerequisite for native Roll-Up Summary fields (Master-Detail) and the specific system limitation regarding cross-object formulas on detail objects. When a detail record's formula field references another object via a lookup relationship, it cannot be targeted by a Roll-Up Summary field on the master record.

Step-by-Step Solution

1
Evaluate relationship type requirements for native Roll-Up Summary fields.
Confirm that native Roll-Up Summary fields are built on the master object in a Master-Detail relationship, which is satisfied by Purchase_Order__c being the master.
Salesforce platform limits native roll-up summary creation strictly to Master-Detail relationships.
2
Analyze formula field limitations within Roll-Up Summary field definitions.
Identify that if Purchase_Order_Line__c uses a formula field referencing Product2 (a cross-object lookup reference), that formula field cannot be selected in a SUM roll-up calculation.
Declarative roll-up summaries cannot dynamically calculate values derived from cross-object spans on child records.

Key Concept

Roll-Up Summary Field Requirements and Cross-Object Formula Restrictions
Rate this question

Topics

Formula Fields and Roll-Up Summary Fields

More questions from this topic