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Difficulty: MediumFormula Fields and Roll-Up Summary Fields

An administrator at Universal Containers is tasked with displaying the total calculated value of all associated custom Invoice records directly on the Account record page. When trying to create a new custom field on the Account object, the administrator notices that the Roll-Up Summary field type option is greyed out and unavailable. What is the reason for this limitation?

  1. The Invoice custom object is linked to the Account object using a Lookup relationship instead of a Master-Detail relationship.Answer
  2. B
    Roll-Up Summary custom fields can only be defined on child objects, not on parent objects like Account.
  3. C
    Deleting a parent Account record retains child Invoice records, which violates Roll-Up Summary field calculation rules.
  4. D
    Standard objects such as Account only support Roll-Up Summary fields when aggregating standard child objects like Opportunities or Cases.

Answer

The Invoice custom object is linked to the Account object using a Lookup relationship instead of a Master-Detail relationship.
Roll-Up Summary fields are exclusively available on the master object in a Master-Detail relationship. Because the relationship between Account and Invoice is configured as a Lookup relationship, the Roll-Up Summary field option is disabled.

Step-by-Step Solution

1
Identify the relationship requirements for Roll-Up Summary fields
Roll-Up Summary fields require a Master-Detail relationship where the target object (Account) acts as the Master object.
Salesforce native Roll-Up Summary functionality depends on the strict parent-child metadata binding inherent only to Master-Detail relationships.
2
Evaluate the current object model configuration
Since the field type is disabled, the Account and Invoice objects must be connected via a Lookup relationship or possess no direct relationship.
If the relationship type is Lookup, Salesforce automatically disables the Roll-Up Summary field type during field creation on the parent object.

Key Concept

Roll-Up Summary Field Relationship Requirements
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Topics

Formula Fields and Roll-Up Summary Fields

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