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Difficulty: MediumFormula Fields and Roll-Up Summary Fields

A Salesforce Administrator at a software-as-a-service (SaaS) platform needs to display the total number of active software licenses from related custom Subscription records directly on the parent Account record. The Subscription object currently has a Lookup relationship to Account. When attempting to create a Roll-Up Summary field on Account, the administrator notices the field type option is disabled. Which TWO configuration steps or requirements must the administrator address to successfully create the Roll-Up Summary field?

  1. Convert the existing Lookup relationship on the Subscription object to a Master-Detail relationship before creating the Roll-Up Summary field on Account.Answer
  2. Ensure that every existing Subscription record has a populated Account lookup field value prior to converting the relationship.Answer
  3. C
    Create a cross-object formula field on the Account object to aggregate and count the related Subscription records across the lookup relationship.
  4. D
    Change the Organization-Wide Default (OWD) sharing setting on the Subscription object to Controlled by Parent to automatically enable roll-up capabilities.

Answer

The administrator must ensure all existing Subscription records have populated Account values and convert the Lookup relationship to a Master-Detail relationship.
In Salesforce, Roll-Up Summary fields are exclusively supported on the parent object of a Master-Detail relationship. Therefore, the existing Lookup relationship must first be converted to a Master-Detail relationship. Additionally, Salesforce enforces that a Lookup relationship can only be converted to a Master-Detail relationship if every existing child record has a non-null parent lookup value populated.

Step-by-Step Solution

1
Identify relationship prerequisites for Roll-Up Summary fields.
Determine that Roll-Up Summary fields require a Master-Detail relationship between the parent and child objects.
Salesforce declarative Roll-Up Summary fields cannot aggregate records linked via standard Lookup relationships.
2
Verify existing record data integrity on the child object.
Confirm that every Subscription record has a populated parent Account record field.
Salesforce blocks converting a Lookup relationship to a Master-Detail relationship if any existing child record contains a null parent lookup field.
3
Convert the relationship and create the field.
Change the lookup field type to Master-Detail on Subscription, then create the Roll-Up Summary field on Account.
Once the Master-Detail relationship is established, the Roll-Up Summary field type becomes available on the parent Account object.

Key Concept

Master-Detail Relationship Requirement for Roll-Up Summary Fields
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Topics

Formula Fields and Roll-Up Summary Fields

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