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Difficulty: HardFormula Fields and Roll-Up Summary Fields

Ursa Major Solar tracks custom Service_Contract__c records that serve as parent records to custom Equipment_Maintenance__c records using a Master-Detail relationship. The administrator also maintains a standard Lookup relationship between Service_Contract__c and the AssetAsset object. The business requires reporting aggregated maintenance costs on the service contract as well as displaying asset warranty dates dynamically. Which two field configuration rules and system behaviors must the administrator take into account when setting up Roll-Up Summary and Cross-Object Formula fields?

  1. Roll-Up Summary fields can only aggregate data from records linked via a Master-Detail relationship and cannot summarize fields on objects connected solely through a Lookup relationship.Answer
  2. B
    Making a Lookup relationship field required on the child object enables Roll-Up Summary field creation on the parent object.
  3. A Roll-Up Summary field cannot summarize a custom formula field on a child object if that formula field references values from another related object.Answer
  4. D
    Deleting a child detail record in a Master-Detail relationship preserves the parent record's Roll-Up Summary value until the record is permanently removed from the Recycle Bin.

Answer

Roll-Up Summary fields require a Master-Detail relationship and cannot summarize child formula fields that contain cross-object references.
Native Roll-Up Summary fields in Salesforce strictly require a Master-Detail relationship between parent and child objects. Furthermore, Salesforce imposes limits on summarizing formula fields on child objects: if a child field relies on a cross-object formula spanning another relationship, it cannot be referenced as the target of a Roll-Up Summary field.

Step-by-Step Solution

1
Evaluate relationship requirements for Roll-Up Summary fields
Confirm that native Roll-Up Summary fields are strictly supported only on the parent side of Master-Detail relationships.
Lookup relationships do not support native Roll-Up Summary fields regardless of whether the lookup field is marked as required.
2
Analyze field limitations regarding formula fields in Roll-Up Summaries
Identify that child formula fields referencing fields on another object (cross-object formulas) cannot be aggregated by a Roll-Up Summary field.
Dynamic updates on cross-object values do not automatically fire recalculations on the child record required by the roll-up engine.
3
Verify deletion impact on Roll-Up Summary values
Recognize that sending a detail record to the Recycle Bin immediately recalculates the summary value on the parent master record.
Master-Detail rollup engine updates synchronously upon record deletion and restoration.

Key Concept

Roll-Up Summary Field Capabilities and Formula Restrictions
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Topics

Formula Fields and Roll-Up Summary Fields

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