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Difficulty: MediumFormula Fields and Roll-Up Summary Fields

An administrator at an IT services firm is instructed to create a field on the custom parent object, Project__c, that calculates the total number of related completed child Project_Milestone__c records using native platform capabilities without code or automation flows. When attempting to create a Roll-Up Summary field on Project__c, the administrator notices that the Roll-Up Summary field type option is disabled. The current relationship between Project__c and Project_Milestone__c is a Lookup relationship. Which administrative action is required to enable the creation of the Roll-Up Summary field?

  1. Convert the existing Lookup relationship field on Project_Milestone__c to a Master-Detail relationship after ensuring all child records have a populated parent lookup value.Answer
  2. B
    Create a cross-object formula field directly on Project__c using the COUNT function to reference the child Project_Milestone__c lookup records.
  3. C
    Modify the field-level security on the child object so that record deletion automatically cascade-deletes related lookup records.
  4. D
    Enable Dynamic Forms on the Project__c Lightning record page to allow custom aggregation options for lookup fields.

Answer

Convert the existing Lookup relationship field on Project_Milestone__c to a Master-Detail relationship after ensuring all child records have a populated parent lookup value.
Native Salesforce Roll-Up Summary fields are strictly supported on the master object of a Master-Detail relationship. To enable this field type when objects are linked via a Lookup relationship, the administrator must convert the lookup field on the child object to a Master-Detail relationship. Before converting, every existing child record must have a populated value in the lookup field.

Step-by-Step Solution

1
Identify the relationship requirement for native Salesforce Roll-Up Summary fields.
Recognize that Roll-Up Summary fields are only available on the master object in a Master-Detail relationship.
Salesforce schema constraints prevent Roll-Up Summary fields on parent objects linked via standard Lookup relationships.
2
Determine the prerequisites for converting a Lookup relationship field to a Master-Detail relationship.
Ensure all existing child Project_Milestone__c records contain a valid parent Project__c record reference.
A Lookup field can only be converted to a Master-Detail field if every existing child record has a populated value in that lookup field.
3
Perform the field type conversion on the child object.
The relationship type becomes Master-Detail, enabling the Roll-Up Summary field type on the parent Project__c object.
Once the Master-Detail relationship is established, native roll-up calculations (SUM, MIN, MAX, COUNT) become active on the parent object.

Key Concept

Roll-Up Summary Field Relationship Requirements and Field Conversion
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Topics

Formula Fields and Roll-Up Summary Fields

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