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Difficulty: HardFormula Fields and Roll-Up Summary Fields

An administrator at Ursa Major Solar is creating a Roll-Up Summary field on the standard Account object to calculate the total amount of related closed-won Opportunities. The business requirement specifies that the roll-up calculation should only include child Opportunity records where a custom formula field, Region_Code__c (which references the related Owner's Region), equals 'US-WEST'. However, while configuring the filter criteria for the Roll-Up Summary field, the administrator notices that Region_Code__c is not available for selection in the Field picklist. What is the reason the formula field cannot be selected in the Roll-Up Summary filter criteria?

  1. Roll-Up Summary filter criteria cannot reference formula fields that contain cross-object field references.Answer
  2. B
    Roll-Up Summary fields are unavailable on standard objects when filtering related standard child objects.
  3. C
    The Opportunity object must be converted to a custom object before referencing formula fields in roll-up summaries.
  4. D
    Formula fields must be evaluated using row-level report formulas before they can be aggregated by roll-up summary fields.

Answer

Roll-Up Summary filter criteria cannot reference formula fields that contain cross-object field references.
Roll-Up Summary filter criteria cannot reference cross-object formula fields (formula fields containing fields derived from another object, such as the Owner object). Because changes to cross-object records do not execute triggers or system recalculations on the detail record, Salesforce restricts them from roll-up filter logic to prevent stale data.

Step-by-Step Solution

1
Analyze the Roll-Up Summary field filter requirements.
The requirement requests filtering child Opportunity records using the custom formula field Region_Code__c.
Roll-Up Summary fields allow filtering child records using direct field attributes.
2
Identify the composition of the formula field Region_Code__c.
Region_Code__c relies on a cross-object reference (Owner.Region__c).
Formula fields referencing fields on other related objects are considered cross-object formulas.
3
Evaluate Salesforce platform limitations regarding Roll-Up Summary filter criteria.
Salesforce prevents cross-object formula fields from being used in Roll-Up Summary filter criteria because dynamic changes on the referenced record (e.g., User/Owner) do not trigger automatic recalculation of the child record's parent roll-up.
Understanding platform filter limitations prevents configuration errors during object design.

Key Concept

Roll-Up Summary Filter Criteria Limitations
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Topics

Formula Fields and Roll-Up Summary Fields

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