A Salesforce administrator is tasked with summarizing child record data on a parent record. Specifically, the business requires a Roll-Up Summary field on the parent object to automatically calculate total sales volume from related child records. Which type of object relationship must be established to enable this functionality?
- A Master-Detail relationship where the field is created on the child objectAnswer
- BA Lookup relationship where the field is created on the child object
- CA Lookup relationship configured on the parent object pointing to the child object
- DA Master-Detail relationship configured to leave detail records active when the master record is deleted
Answer
A Master-Detail relationship where the field is created on the child object
Native Roll-Up Summary fields require a Master-Detail relationship between the parent and child objects, with the relationship field residing on the child object.
Step-by-Step Solution
Key Concept
Roll-Up Summary Field Eligibility and Master-Detail Relationships