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Difficulty: MediumFormula Fields and Roll-Up Summary Fields

A Salesforce Administrator at a commercial real estate franchise company needs to display the sum of annual revenue from all active branch offices on the parent Franchise Account record. Currently, the custom object Branch Office is connected to the standard Account object via a Lookup relationship. When attempting to create a new field on the Account object to aggregate this revenue, the administrator notices that the Roll-Up Summary field type is disabled. Which configuration change must the administrator make to satisfy this requirement?

  1. Convert the existing Lookup relationship field on Branch Office to a Master-Detail relationship, then create a Roll-Up Summary field using the SUM function on the Account object.Answer
  2. B
    Create a Roll-Up Summary field directly on the Account object by selecting the existing Lookup relationship from the field definition menu.
  3. C
    Create a cross-object formula field on the Branch Office object that calculates total revenue and projects the result upward onto the Account page layout.
  4. D
    Delete all existing Branch Office records so that the system automatically converts the Lookup relationship to a Master-Detail relationship without manual field editing.

Answer

Convert the existing Lookup relationship field on Branch Office to a Master-Detail relationship, then create a Roll-Up Summary field using the SUM function on the Account object.
In Salesforce, Roll-Up Summary fields calculate values from related child records, but they can only be created on the master object in a Master-Detail relationship. Converting the Lookup relationship on the custom child object to a Master-Detail relationship allows the administrator to create a declarative Roll-Up Summary field using the SUM aggregate operation.

Step-by-Step Solution

1
Identify relationship capabilities and limitations
Recognize that native Roll-Up Summary fields are only supported on the parent side of a Master-Detail relationship.
Lookup relationships do not support native Roll-Up Summary fields out-of-the-box.
2
Change relationship type
Convert the custom Lookup field on Branch Office to a Master-Detail relationship (ensuring all child records have a populated parent lookup value first).
Master-Detail relationship is required before a Roll-Up Summary field can be defined on the parent object.
3
Create Roll-Up Summary field
Build a Roll-Up Summary field on the Account object selecting the SUM operation on the Branch Office revenue field.
This automatically calculates and displays the aggregate sum of revenue across all child records on the parent record.

Key Concept

Roll-Up Summary Field Relationship Requirements
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Topics

Formula Fields and Roll-Up Summary Fields

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