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Difficulty: MediumFormula Fields and Roll-Up Summary Fields

An administrator at a non-profit organization manages grant allocations using a custom parent object, Donation_Grant__c, and individual payments using a custom child object, Grant_Disbursement__c. The two objects are currently connected through a standard Lookup relationship. The finance director requests a field on Donation_Grant__c that automatically calculates the total monetary sum of all related Grant_Disbursement__c records using standard platform capabilities without custom code. Which administrative action is required to implement a native Roll-Up Summary field on the parent object?

  1. Populate all lookup values on child records, convert the existing Lookup field on Grant_Disbursement__c to a Master-Detail relationship, and create a Roll-Up Summary field on Donation_Grant__c using the SUM function.Answer
  2. B
    Create a standard Roll-Up Summary field directly on the Donation_Grant__c object that references the existing Lookup relationship on Grant_Disbursement__c.
  3. C
    Create a Cross-Object Formula field on the Donation_Grant__c object that iterates through the Grant_Disbursement__c related list to sum the amount values.
  4. D
    Convert the Lookup field to a Master-Detail relationship on Grant_Disbursement__c, noting that deleting a Donation_Grant__c record will leave associated child records intact without cascading deletion.

Answer

Populate all lookup values on child records, convert the existing Lookup field on Grant_Disbursement__c to a Master-Detail relationship, and create a Roll-Up Summary field on Donation_Grant__c using the SUM function.
Native Roll-Up Summary fields in Salesforce require a Master-Detail relationship between the parent and child objects. To convert an existing Lookup relationship field to a Master-Detail relationship, all existing child records must have a populated parent lookup value. Once converted, a Roll-Up Summary field can be created on the master object using the SUM aggregation operation.

Step-by-Step Solution

1
Analyze relationship requirements for Roll-Up Summary fields
Identify that Roll-Up Summary fields are exclusively available on parent objects in a Master-Detail relationship.
Lookup relationships do not support native declarative roll-up summary functionality.
2
Determine conversion requirements from Lookup to Master-Detail
Ensure all child Grant_Disbursement__c records contain a valid parent lookup reference prior to relationship type conversion.
Salesforce prevents converting a Lookup relationship to a Master-Detail relationship if any orphan child records exist without a parent.
3
Configure the Roll-Up Summary field
Create a new field on Donation_Grant__c of type Roll-Up Summary using the SUM aggregation function on the disbursement amount field.
This satisfies the business requirement of automatically summing child record values declaratively.

Key Concept

Roll-Up Summary Field Relationship Prerequisites
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Topics

Formula Fields and Roll-Up Summary Fields

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