Examkin

Question

Difficulty: HardFormula Fields and Roll-Up Summary Fields

A Salesforce Administrator is designing a customized tracking system for a real estate firm. The schema includes a parent object, Property_Listing__c, and a child object, Open_House_Feedback__c, connected via a Master-Detail relationship. Additionally, Property_Listing__c is related to a standard Account record via a Lookup relationship. The administrator needs to display aggregated metrics on parent records and reference parent fields on child records. Which TWO considerations and capabilities must the administrator keep in mind when configuring Formula and Roll-Up Summary fields? (Select 2)

  1. Roll-Up Summary fields can be created on Property_Listing__c to aggregate metrics from Open_House_Feedback__c because they share a Master-Detail relationship.Answer
  2. B
    A Roll-Up Summary field can be created directly on the Account object to count related Property_Listing__c records linked via the Lookup relationship.
  3. A cross-object formula field on Open_House_Feedback__c can reference fields from Property_Listing__c and its related Account record.Answer
  4. D
    Converting the Master-Detail relationship between Property_Listing__c and Open_House_Feedback__c to a Lookup relationship will maintain existing Roll-Up Summary fields.

Answer

The correct statements are that Roll-Up Summary fields can be created on Property_Listing__c to calculate values from Open_House_Feedback__c due to their Master-Detail relationship, and cross-object formula fields on Open_House_Feedback__c can reference merge fields from parent records up to 10 relationships away.
Roll-Up Summary fields are natively supported on parent records in a Master-Detail relationship, allowing calculations like SUM, COUNT, MIN, and MAX on detail records. Additionally, cross-object formulas on child records can reference field values across both Lookup and Master-Detail relationships up to 10 levels deep.

Step-by-Step Solution

1
Evaluate Roll-Up Summary requirements between Property_Listing__c and Open_House_Feedback__c.
Since Property_Listing__c and Open_House_Feedback__c are in a Master-Detail relationship, Roll-Up Summary fields are fully supported on the master object.
Salesforce natively restricts standard Roll-Up Summary fields to the master side of Master-Detail relationships.
2
Evaluate Roll-Up Summary capabilities between Account and Property_Listing__c.
Creating a native Roll-Up Summary field on Account for Property_Listing__c is invalid because they are connected via a Lookup relationship.
Lookup relationships do not support native Roll-Up Summary fields.
3
Analyze cross-object formula capabilities on child records.
Formula fields on Open_House_Feedback__c can navigate relationship paths to pull data from Property_Listing__c and Account.
Cross-object formulas can span up to 10 relationship hops across both lookup and master-detail paths.
4
Analyze schema conversion constraints regarding Roll-Up Summary fields.
Converting Master-Detail to Lookup is blocked while Roll-Up Summary fields exist.
Salesforce requires deleting all Roll-Up Summary fields prior to changing a Master-Detail field type to Lookup.

Key Concept

Roll-Up Summary fields require a Master-Detail relationship on the parent master object and block relationship type conversion until removed, whereas cross-object formulas can span across both Lookup and Master-Detail relationships.
Rate this question

Topics

Formula Fields and Roll-Up Summary Fields

More questions from this topic