A Salesforce administrator at a maritime shipping firm needs to convert an existing Lookup relationship field on the custom object Cargo_Container__c to a Master-Detail relationship with the Vessel__c object to enable summary reporting. When attempting to convert the field data type in Object Manager, Salesforce prevents the change. Which action must the administrator take to successfully complete the data type conversion?
- Populate the Lookup field on all existing Cargo_Container__c records so that no record contains a null value.Answer
- BCreate a Roll-Up Summary field directly on the Vessel__c object referencing the existing Lookup relationship.
- CConfigure Lead custom field mapping to link the Cargo_Container__c field to the Vessel__c object.
- DAssign the Lookup field to all available Record Types on the Cargo_Container__c object layout.
Answer
The administrator must populate the Lookup field on all existing child records (Cargo_Container__c) so that no record contains a blank/null value before converting the field data type to a Master-Detail relationship.
In Salesforce, converting a Lookup relationship to a Master-Detail relationship requires that every existing record on the detail custom object has a populated value in the lookup field. If any record has a null value, the system blocks the conversion to maintain mandatory relationship integrity.
Step-by-Step Solution
Key Concept
Converting Lookup Relationships to Master-Detail Relationships