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Difficulty: HardFormula Fields and Roll-Up Summary Fields

An administrator at a global logistics firm is designing custom data tracking between a parent custom object named Project__c and a child custom object named Project_Task__c. Currently, Project_Task__c is linked to Project__c via a standard Lookup relationship. The business requires calculating the total estimated hours from all related tasks on the Project record, as well as displaying the Project's priority level on each child task record. Which two statements accurately describe the capabilities and configuration requirements for this scenario?

  1. Native roll-up summary fields on Project__c require converting the relationship field on Project_Task__c from a Lookup to a Master-Detail relationship.Answer
  2. Cross-object formula fields on Project_Task__c can reference fields from the parent Project__c record using the existing Lookup relationship.Answer
  3. C
    Native roll-up summary fields can be created on Project__c over the Lookup relationship if the Lookup field is configured as required on Project_Task__c.
  4. D
    Deleting a Project__c record will automatically cascade and delete all associated Project_Task__c records while linked via the standard Lookup relationship.

Answer

To aggregate child task hours onto the Project object using native roll-up summary fields, the relationship must be converted from a Lookup to a Master-Detail relationship. Furthermore, cross-object formulas on child records can access parent fields regardless of whether the relationship is Lookup or Master-Detail.
Native roll-up summary fields in Salesforce strictly require a Master-Detail relationship between the parent (master) and child (detail) objects. Therefore, converting the existing Lookup relationship to a Master-Detail relationship is necessary to summarize child task hours on the Project object natively. Additionally, cross-object formula fields on child records are capable of referencing fields from parent records across both Lookup and Master-Detail relationships.

Step-by-Step Solution

1
Analyze relationship requirements for native roll-up summary fields
Native Salesforce roll-up summary fields can only be created on the master object of a Master-Detail relationship.
Lookup relationships do not support native roll-up summary fields, even if the lookup field is marked as required.
2
Evaluate cross-object formula capabilities across lookup relationships
Cross-object formulas on a child object can reference field values on its parent object via Lookup or Master-Detail relationships.
Formulas can traverse lookup paths upward to retrieve values from referenced parent records.
3
Distinguish deletion behaviors between Lookup and Master-Detail relationships
Deleting a parent record in a Lookup relationship clears or restricts the lookup field based on configuration, but does not perform a cascade delete of child records.
Cascading deletes automatically occur only in Master-Detail relationships.

Key Concept

Roll-Up Summary and Cross-Object Formula Relationship Constraints
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Topics

Formula Fields and Roll-Up Summary Fields

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