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Difficulty: MediumFormula Fields and Roll-Up Summary Fields

A Salesforce Administrator is configuring tracking for a custom parent object, Vendor_Contract__c, and a custom child object, Deliverable__c, which are currently connected by a Lookup relationship. The business management team requires displaying two metrics on each vendor contract record: the combined total financial value of all related deliverables, and the calculated average value per deliverable. Which two configuration steps should the administrator perform to fulfill these requirements? (Select 2)

  1. Convert the existing Lookup relationship field on Deliverable__c to a Master-Detail relationship field.Answer
  2. Create a Roll-Up Summary field on Vendor_Contract__c using the SUM aggregate function, and a Formula field on Vendor_Contract__c to calculate the average value.Answer
  3. C
    Create a Roll-Up Summary field directly on Vendor_Contract__c while keeping the existing Lookup relationship intact.
  4. D
    Delete existing parent Vendor_Contract__c records to force Salesforce to reclassify child lookup fields into Master-Detail fields automatically.

Answer

The administrator must convert the Lookup relationship on Deliverable__c to a Master-Detail relationship, then create a Roll-Up Summary field (SUM) on Vendor_Contract__c along with a Formula field to calculate the average value.
To create standard Roll-Up Summary fields, the underlying object relationship must be a Master-Detail relationship. Converting the lookup field on the child object to a master-detail field enables roll-up capabilities. Once converted, a Roll-Up Summary field using the SUM operation calculates the total deliverable value, and a formula field can calculate the average by dividing total value by total deliverable count.

Step-by-Step Solution

1
Verify relationship requirements for declarative aggregation
Standard declarative Roll-Up Summary fields require a Master-Detail relationship between parent and child objects.
Salesforce does not support standard Roll-Up Summary fields over Lookup relationships.
2
Convert the relationship type
The Lookup field on Deliverable__c is converted to a Master-Detail relationship.
Converting the relationship unlocks Roll-Up Summary field creation on Vendor_Contract__c.
3
Build summary and formula calculations on the parent object
Create a SUM Roll-Up Summary field for total value and a COUNT Roll-Up Summary field (or direct formula calculation) to calculate average value via a Formula field.
Formula fields on the parent object can reference Roll-Up Summary fields to execute mathematical calculations like averages.

Key Concept

Roll-Up Summary Field Relationship Requirements and Aggregate Formula Calculations
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Topics

Formula Fields and Roll-Up Summary Fields

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