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Difficulty: MediumFormula Fields and Roll-Up Summary Fields

An administrator is configuring field calculations for custom objects that share a Master-Detail relationship. The business requires tracking aggregate statistics on the parent record. Which TWO functionality requirements can be fulfilled using standard Roll-Up Summary fields on the master object? (Select 2)

  1. Calculate the total value of numeric fields across all related detail records using a SUM calculation.Answer
  2. B
    Create aggregate calculations on a parent object for records connected through a standard Lookup relationship.
  3. Count the total number of related detail records associated with the master record using a COUNT calculation.Answer
  4. D
    Preserve roll-up summary calculations on the master record by preventing detail records from being deleted when the master is deleted.

Answer

Roll-up summary fields on a master object in a Master-Detail relationship can compute aggregate SUM values of numeric child fields and COUNT the total number of related detail records.
Roll-up summary fields allow administrators to calculate aggregate values from detail records directly on a master record in a Master-Detail relationship. Supported functions include COUNT (total number of detail records) and SUM (summing values of a specified numeric, currency, or percent field).

Step-by-Step Solution

1
Evaluate relationship type requirements for roll-up summary fields.
Confirm that roll-up summary fields are available on the master object in a Master-Detail relationship.
Salesforce standard functionality permits native roll-up summary fields exclusively on master-detail relationships.
2
Identify supported aggregate operations.
Determine that SUM, COUNT, MIN, and MAX operations are natively supported.
SUM aggregates numeric values across child records, and COUNT computes the number of related child records.
3
Identify invalid capabilities and misconceptions.
Reject lookup relationship aggregation and independent master deletion options.
Lookup relationships do not support native roll-up summary fields, and master record deletion cascades to detail records.

Key Concept

Roll-Up Summary Field Capabilities and Limitations in Master-Detail Relationships
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Topics

Formula Fields and Roll-Up Summary Fields

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