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Difficulty: HardCustom Fields and Data Types

An administrator at a biotechnology firm is configuring custom fields on a custom object named Clinical_Trial__c. The business requires tracking total trial participant counts by aggregating patient numbers from child records on a custom object named Trial_Site__c. Currently, Trial_Site__c is linked to Clinical_Trial__c using a Lookup relationship. The administrator attempts to create a Roll-Up Summary field on Clinical_Trial__c to calculate total participants, but the Roll-Up Summary data type is unavailable in the field creation wizard. Which administrative action is required to enable the creation of the Roll-Up Summary field?

  1. Convert the existing Lookup relationship field on Trial_Site__c to a Master-Detail relationship after verifying that all Trial_Site__c records have a populated lookup value.Answer
  2. B
    Convert the Clinical_Trial__c object to a child object by creating a Master-Detail relationship field on Clinical_Trial__c that references Trial_Site__c.
  3. C
    Create a standard Roll-Up Summary field on Trial_Site__c instead, as Roll-Up Summary fields can only be created on child objects linked via Lookup relationships.
  4. D
    Map the Lookup relationship field during Lead conversion so that Salesforce automatically changes the relationship data type upon record creation.

Answer

Convert the existing Lookup relationship field on Trial_Site__c to a Master-Detail relationship after verifying that all Trial_Site__c records have a populated lookup value.
To create a native Roll-Up Summary field in Salesforce, the parent object must be the master in a Master-Detail relationship. Because Trial_Site__c is currently connected to Clinical_Trial__c via a Lookup relationship, the Roll-Up Summary option is disabled. Converting the lookup field on Trial_Site__c to a Master-Detail relationship enables the Roll-Up Summary field type on Clinical_Trial__c. This conversion requires that all existing Trial_Site__c records have a value in the lookup field prior to conversion.

Step-by-Step Solution

1
Identify why the Roll-Up Summary data type option is disabled in the wizard.
Roll-Up Summary fields require a Master-Detail relationship between parent and child objects; they cannot be created across Lookup relationships.
Salesforce limits declarative roll-up summary functionality strictly to master objects in Master-Detail relationships.
2
Verify data integrity prerequisites before converting the field data type.
Ensure all existing Trial_Site__c child records contain a non-null reference to a Clinical_Trial__c parent record.
Master-Detail fields are mandatory on detail records; Salesforce blocks data type conversion if any existing record has a blank lookup field.
3
Convert the relationship field data type on the child object.
Change the relationship field data type from Lookup to Master-Detail on Trial_Site__c.
This establishes Clinical_Trial__c as the Master object and Trial_Site__c as the Detail object.
4
Create the Roll-Up Summary field on the parent object.
The Roll-Up Summary field data type becomes active on Clinical_Trial__c to aggregate participant counts from Trial_Site__c records.
Master objects in valid Master-Detail relationships support native Roll-Up Summary field creation.

Key Concept

Roll-Up Summary Field Eligibility and Relationship Type Conversion
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Topics

Custom Fields and Data Types

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