Question

Difficulty: EasyObject Relationships (Lookup, Master-Detail, Many-to-Many)

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?

  1. A Master-Detail relationship where the field is created on the child objectAnswer
  2. B
    A Lookup relationship where the field is created on the child object
  3. C
    A Lookup relationship configured on the parent object pointing to the child object
  4. D
    A 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

1
Identify the key requirement
The requirement calls for creating a native Roll-Up Summary field on a parent record.
Roll-Up Summary fields aggregate data from child records to parent records.
2
Evaluate relationship types for roll-up summary eligibility
Native Roll-Up Summary fields are exclusively available when objects are linked via a Master-Detail relationship.
Lookup relationships do not support native Roll-Up Summary fields without custom development or third-party tools.
3
Determine field placement for the relationship
The custom Master-Detail field must reside on the child object pointing to the master parent object.
Child records reference their master record via the relationship field created on the child object.

Key Concept

Roll-Up Summary Field Eligibility and Master-Detail Relationships
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