Examkin

Question

Difficulty: MediumFormula Fields and Roll-Up Summary Fields

A Salesforce Administrator at a media publishing company needs to calculate and display the total number of physical copies printed across all production batches on the parent custom object record, Book_Title__c. The production batches are stored in a child custom object named Print_Run__c, which currently links to Book_Title__c using a Lookup relationship. Which two configuration steps must the administrator perform to achieve this requirement declaratively using a Roll-Up Summary field?

  1. Convert the existing Lookup relationship field on Print_Run__c to a Master-Detail relationship.Answer
  2. Create a custom Roll-Up Summary field on Book_Title__c that uses the SUM aggregate function on the Quantity__c field of Print_Run__c.Answer
  3. C
    Create a Roll-Up Summary field directly on Book_Title__c while retaining the existing Lookup relationship.
  4. D
    Create a cross-object formula field on Book_Title__c using the SUM() formula function to calculate the total from child records.

Answer

The administrator must convert the existing Lookup relationship on Print_Run__c to a Master-Detail relationship and then create a Roll-Up Summary field on Book_Title__c using the SUM aggregate function on the child Quantity__c field.
Native Roll-Up Summary fields are only available on the parent (master) object in a Master-Detail relationship. Converting the existing Lookup relationship field on the child object (Print_Run__c) to a Master-Detail relationship enables the creation of a Roll-Up Summary field on the parent object (Book_Title__c). Once converted, creating a Roll-Up Summary field that uses the SUM aggregate function on the child object's Quantity__c field will automatically calculate the total.

Step-by-Step Solution

1
Evaluate relationship requirements for Roll-Up Summary fields
Identify that Roll-Up Summary fields are exclusively available on the master object of a Master-Detail relationship.
Lookup relationships do not support native roll-up summary field functionality.
2
Convert the relationship type
Change the lookup field on Print_Run__c to a Master-Detail relationship after ensuring all child records have a populated parent lookup value.
Master-Detail relationship is required to unlock roll-up capabilities on the parent object.
3
Create the Roll-Up Summary field
Add a new Roll-Up Summary field on Book_Title__c, select Print_Run__c as the summarized object, choose SUM as the aggregate operation, and select Quantity__c as the field to aggregate.
This declaratively calculates and displays the sum of printed quantities across all child records on the parent record.

Key Concept

Roll-Up Summary Field Relationship Requirements and Operations
Rate this question

Topics

Formula Fields and Roll-Up Summary Fields

More questions from this topic