A Salesforce Administrator is reviewing custom field capabilities to fulfill data reporting requirements on related objects. Which two statements accurately describe the behavior and requirements of Roll-Up Summary fields and Formula fields? (Select 2)
- Roll-Up Summary fields can only be defined on the master object of a Master-Detail relationship to calculate values from child records.Answer
- Cross-object formula fields can reference data from parent records connected through either a Lookup or a Master-Detail relationship.Answer
- CRoll-Up Summary fields can be created on parent objects to summarize child records connected by a standard Lookup relationship.
- DDeleting a master record automatically converts related detail records into lookup records while retaining their roll-up calculations.
Answer
Roll-Up Summary fields require a Master-Detail relationship on the master object, and cross-object formula fields can reference parent fields across both Lookup and Master-Detail relationships.
The correct statements recognize that Roll-Up Summary fields strictly require a Master-Detail relationship on custom objects and must reside on the master object, whereas cross-object formula fields can access parent data regardless of whether the underlying relationship is a Lookup or Master-Detail.
Step-by-Step Solution
Key Concept
Roll-Up Summary vs Cross-Object Formula Relationship Dependencies