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Difficulty: MediumFormula Fields and Roll-Up Summary Fields

An administrator needs to track aggregate data on a custom parent object, Project_Tracker__cProject\_Tracker\_\_c, by showing the total estimated hours from all associated child Project_Task__cProject\_Task\_\_c records. However, when navigating to create a new custom field on Project_Tracker__cProject\_Tracker\_\_c, the Roll-Up Summary field type option is disabled. What is the primary reason for this field type being unavailable?

  1. The relationship between Project_Tracker__cProject\_Tracker\_\_c and Project_Task__cProject\_Task\_\_c is defined as a Lookup relationship instead of a Master-Detail relationship.Answer
  2. B
    The objects are connected via a Master-Detail relationship where cascading deletion is active, which locks aggregate summary fields.
  3. C
    The child Project_Task__cProject\_Task\_\_c object uses formula fields, which prevents synchronous roll-up calculations on the parent record.
  4. D
    The Organization-Wide Defaults (OWD) sharing setting for Project_Task__cProject\_Task\_\_c is set to Private, blocking parent record updates.

Answer

The relationship between Project_Tracker__cProject\_Tracker\_\_c and Project_Task__cProject\_Task\_\_c is defined as a Lookup relationship instead of a Master-Detail relationship.
Salesforce natively restricts Roll-Up Summary fields to the master object in a Master-Detail relationship. When two custom objects are linked via a standard Lookup relationship, the Roll-Up Summary option is greyed out and cannot be selected until the relationship is converted to Master-Detail.

Step-by-Step Solution

1
Identify the field requirement
The requirement calls for calculating an aggregate total (sum of hours) from child records on a parent record.
Roll-Up Summary fields perform aggregate operations (SUM, MIN, MAX, COUNT) on child records.
2
Evaluate object relationship prerequisites for Roll-Up Summary fields
Roll-Up Summary fields strictly require a Master-Detail relationship where the target parent object acts as the Master.
If objects are linked via a Lookup relationship, Salesforce disables the Roll-Up Summary field type.

Key Concept

Roll-Up Summary Field Relationship Requirements
Estimated Time:1m 15s
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Topics

Formula Fields and Roll-Up Summary Fields

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