A Salesforce Administrator needs to calculate the total cost of maintenance records on a parent custom object, Equipment__c. However, when attempting to create a new custom field on Equipment__c, the Roll-Up Summary field type option is greyed out and unavailable. Which relationship configuration explains why the Roll-Up Summary field cannot be created?
- The child object is linked to Equipment__c through a Lookup relationship.Answer
- BThe child records are configured to automatically be deleted when the Equipment__c record is deleted.
- CThe parent Equipment__c object has its Organization-Wide Sharing Default set to Public Read-Only.
- DThe relationship allows reparenting of child records to a different Equipment__c record.
Answer
The child object is linked to Equipment__c through a Lookup relationship.
In Salesforce, Roll-Up Summary fields can only be created on the master object in a Master-Detail relationship. When objects are connected via a Lookup relationship, the Roll-Up Summary field type is unavailable because lookup relationships do not maintain the strict parent-child data dependency required for native summary aggregations.
Step-by-Step Solution
Key Concept
Roll-Up Summary fields are only supported on the master object in a Master-Detail relationship.