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Difficulty: Very hardFormula Fields and Roll-Up Summary Fields

Universal Containers tracks customer site deployments using a custom parent object named Installation_Site__c and individual maintenance events using a custom child object named Maintenance_Log__c. Currently, Maintenance_Log__c has a Lookup relationship to Installation_Site__c. The administration team needs to display the total aggregate cost of all completed maintenance logs directly on the parent Installation_Site__c record. Additionally, users need to view the email address of the Installation Site's Primary Contact directly on each Maintenance_Log__c record. Which TWO configurations or requirements must the administrator evaluate to successfully implement this solution?

  1. The relationship on Maintenance_Log__c must be converted to a Master-Detail relationship before a Roll-Up Summary field using a SUM aggregate function can be created on Installation_Site__c.Answer
  2. A cross-object formula field can be created on Maintenance_Log__c to retrieve the contact email address using the formula syntax Installation_Site__r.Primary_Contact__r.Email.Answer
  3. C
    A Roll-Up Summary field can be created on Installation_Site__c while preserving the Lookup relationship, provided field filter criteria are configured to restrict calculation to completed records.
  4. D
    Converting the relationship to Master-Detail ensures that deleting an Installation_Site__c record preserves all related Maintenance_Log__c records as unparented standalone records.

Answer

The administrator must convert the existing Lookup relationship to a Master-Detail relationship to enable Roll-Up Summary capabilities on the parent object, and create a cross-object formula field on the child object to reference the Primary Contact's email address.
Native Roll-up summary fields are strictly supported on the master object of a Master-Detail relationship, so converting the Lookup relationship to Master-Detail is a mandatory prerequisite to aggregate values on the parent object. In addition, cross-object formula fields allow referencing parent and grand-parent fields using relationship syntax across up to 10 relationship levels.

Step-by-Step Solution

1
Evaluate relationship requirements for Roll-Up Summary fields.
Determine that native Roll-Up Summary fields require a Master-Detail relationship between parent and child objects.
Salesforce natively restricts roll-up summary fields to master objects within master-detail relationships.
2
Evaluate cross-object data visibility requirements on the child record.
Determine that a cross-object formula field on Maintenance_Log__c can reference Installation_Site__r.Primary_Contact__r.Email.
Cross-object formula fields support spanning relationship paths across parent objects up to 10 levels deep.
3
Analyze deletion behavior implications of object relationship conversion.
Recognize that converting to Master-Detail introduces cascading deletion behavior.
Detail records in a master-detail relationship cannot exist as orphan records and are automatically deleted when the master record is deleted.

Key Concept

Roll-Up Summary and Cross-Object Formula Capabilities and Relationship Constraints
Estimated Time:3m 0s
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Topics

Formula Fields and Roll-Up Summary Fields

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