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Difficulty: HardFormula Fields and Roll-Up Summary Fields

A Salesforce Administrator at a renewable energy firm is tasked with displaying the total cost of completed inspections on the parent custom object `Solar_Project__c`. The inspection details are stored on a child custom object `Site_Inspection__c`, which is currently connected to `Solar_Project__c` via a Lookup relationship. When navigating to Object Manager to create a new field on `Solar_Project__c`, the administrator finds that the Roll-Up Summary field type option is grayed out and unavailable. Which statement correctly explains why the Roll-Up Summary field type is disabled and describes the appropriate administrative resolution?

  1. Roll-up summary fields are only supported on the parent object of a Master-Detail relationship. To enable this field type, the administrator must convert the existing Lookup relationship on Site_Inspection__c to a Master-Detail relationship, ensuring all existing child records contain a parent lookup value first.Answer
  2. B
    Roll-up summary fields on Lookup relationships are restricted to MIN and MAX functions only. The administrator must change the field definition to evaluate minimum inspection cost rather than calculating a sum.
  3. C
    Roll-up summary fields cannot be created while child records exist independently without cascading deletion. The administrator must delete all standalone child records to unblock the creation of roll-up fields on lookup objects.
  4. D
    Roll-up summary fields on parent objects require a cross-object formula field on the child object to reference values before aggregation. The administrator must create a formula field on Site_Inspection__c first.

Answer

Roll-up summary fields are only supported on the parent object of a Master-Detail relationship. To enable this field type, the administrator must convert the existing Lookup relationship on Site_Inspection__c to a Master-Detail relationship, ensuring all existing child records contain a parent lookup value first.
In Salesforce Core Administration, native Roll-Up Summary fields are exclusively available on the master object in a Master-Detail relationship. Because Site_Inspection__c is linked to Solar_Project__c via a Lookup relationship, the Roll-Up Summary option is disabled. To resolve this, the administrator must convert the Lookup relationship to a Master-Detail relationship, which requires verifying that every child Site_Inspection__c record has a non-null parent project reference.

Step-by-Step Solution

1
Identify relationship type requirement for native Roll-Up Summary fields.
Native Salesforce Roll-Up Summary fields can only be created on the master object in a Master-Detail relationship.
Lookup relationships do not enforce strict parent-child data dependency or tight coupling required by native declarative roll-up engine calculations.
2
Determine conversion prerequisites from Lookup to Master-Detail.
Ensure all Site_Inspection__c records have a valid Solar_Project__c populated in the lookup field.
Converting a lookup relationship to master-detail will fail if any orphan child records exist without a parent value.
3
Convert relationship type and create Roll-Up Summary field.
Change field type of the relationship field to Master-Detail, then create the SUM Roll-Up Summary field on Solar_Project__c.
Once the Master-Detail relationship is established, the Roll-Up Summary field type becomes available on the parent object setup wizard.

Key Concept

Roll-Up Summary Field Relationship Requirements
Estimated Time:1m 30s
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Topics

Formula Fields and Roll-Up Summary Fields

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