An administrator needs to configure a relationship between a custom object named Asset_Maintenance__c and the standard Account object. The business requires that Asset_Maintenance__c records can exist independently without requiring an Account to be assigned. Additionally, management requests a native summary count of all related maintenance records displayed on the Account record page. Which assessment of this design requirement is correct?
- A Lookup relationship must be used to allow independent records, but standard Roll-Up Summary fields will not be supported on the Account object.Answer
- BA Lookup relationship should be configured, which will allow the administrator to create a standard Roll-Up Summary field on the Account object.
- CA Master-Detail relationship should be used because deleting an Account record will preserve all associated Asset_Maintenance__c records.
- DA Master-Detail relationship should be configured because it allows child records to be created without selecting a parent record.
Answer
A Lookup relationship must be used to allow independent records, but standard Roll-Up Summary fields will not be supported on the Account object.
Choosing a Lookup relationship satisfies the requirement that child records can exist without a parent Account. However, because native Roll-Up Summary fields in Salesforce require a Master-Detail relationship, the administrator cannot use a standard Roll-Up Summary field on Account for a Lookup relationship.
Step-by-Step Solution
Key Concept
Lookup vs. Master-Detail relationship capabilities and Roll-Up Summary field limitations