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Difficulty: MediumStandard and Custom Object Management

A Salesforce administrator at a marine conservation non-profit is designing a custom data model to track scientific research trips using a custom object named Research Expedition and associated findings using a custom object named Specimen Observation. The organization requires that deleting a Research Expedition record automatically deletes all related Specimen Observation records. Additionally, leadership needs a field on the Research Expedition object that automatically calculates the total number of related Specimen Observation records. Which relationship configuration should the administrator implement to meet these business requirements?

  1. Create a Master-Detail relationship field on the Specimen Observation object pointing to Research Expedition, and create a Roll-Up Summary field on the Research Expedition object.Answer
  2. B
    Create a Lookup relationship field on the Specimen Observation object pointing to Research Expedition, and create a Roll-Up Summary field on the Research Expedition object.
  3. C
    Create a Master-Detail relationship field on the Research Expedition object pointing to Specimen Observation, and configure cascading delete on the parent object.
  4. D
    Create a Lookup relationship field on the Specimen Observation object pointing to Research Expedition, and assign picklist values via Record Types to manage deletion access.

Answer

Create a Master-Detail relationship field on the Specimen Observation object pointing to Research Expedition, and create a Roll-Up Summary field on the Research Expedition object.
Creating a Master-Detail relationship field on the child object (Specimen Observation) pointing to the parent object (Research Expedition) satisfies both requirements: deleting a Research Expedition record automatically cascades and deletes all related Specimen Observation records, and native Roll-Up Summary fields can be created on the master object to calculate the total observation count.

Step-by-Step Solution

1
Identify the parent and child objects based on the deletion and summary requirements.
Research Expedition is the master parent object, and Specimen Observation is the detail child object.
Child records must be removed upon parent deletion, and summary metrics belong on the parent record.
2
Select the appropriate relationship type.
A Master-Detail relationship is required.
Master-Detail relationships natively enforce cascading deletion of child records and enable standard Roll-Up Summary fields on the master.
3
Configure the relationship and summary fields on the correct objects.
Place the Master-Detail relationship field on Specimen Observation pointing to Research Expedition, and create the Roll-Up Summary field on Research Expedition.
Custom relationship fields are defined on the detail child object, whereas Roll-Up Summary fields are created on the master parent object.

Key Concept

Master-Detail Relationship Behavior and Roll-Up Summary Fields
Estimated Time:1m 30s
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Topics

Standard and Custom Object Management

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