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Difficulty: EasyCustom Fields and Data Types

A Salesforce administrator at a freight logistics company is configuring custom fields on a parent Freight_Shipment__c object and a child Package__c object. The administrator needs to display the total calculated weight of all associated packages directly on the Freight_Shipment__c detail page. However, when attempting to create a new custom Roll-Up Summary field on the parent object, the option is unavailable because the objects are currently connected via a Lookup relationship. Which field configuration step is required to enable the Roll-Up Summary data type on the parent object?

  1. Convert the relationship on the Package object from a Lookup relationship to a Master-Detail relationship.Answer
  2. B
    Configure Lead Custom Field Mapping to link the child object weight field directly to the parent object.
  3. C
    Assign the existing Lookup field to all available Record Types on the child object.
  4. D
    Delete all existing detail records on the child object so the system enables roll-up capabilities on the Lookup relationship.

Answer

Convert the relationship on the child Package object from a Lookup relationship to a Master-Detail relationship.
Roll-Up Summary fields calculate metrics such as SUM, COUNT, MIN, or MAX from child records, but in declarative Salesforce setup, they can only be created on the master object of a Master-Detail relationship. Converting the lookup field on the child Package object to a Master-Detail relationship fulfills this system prerequisite.

Step-by-Step Solution

1
Identify the data requirement
The requirement calls for summarizing child record data (Package weight) on a parent record (Freight Shipment).
Roll-Up Summary fields calculate COUNT, SUM, MIN, or MAX of related records.
2
Evaluate relationship prerequisite for Roll-Up Summary fields
Roll-Up Summary fields can only be created on the master object in a Master-Detail relationship.
Standard Lookup relationships do not enforce the strict parent-child hierarchy required for automatic roll-up calculations.
3
Determine the necessary configuration change
Convert the existing Lookup relationship field on the Package object to a Master-Detail relationship.
Once converted to a Master-Detail relationship, the Roll-Up Summary field option becomes available on the parent Freight Shipment object.

Key Concept

Master-Detail vs. Lookup Relationship Roll-Up Summary Capabilities
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Topics

Custom Fields and Data Types

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