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Difficulty: MediumFormula Fields and Roll-Up Summary Fields

A Salesforce administrator at a logistics management firm is working with two custom objects: Warehouse__c and Inventory_Item__c, which are currently connected by a Lookup relationship. The operations manager requests two key metrics on record pages:
1. A calculated field on Warehouse__c displaying the sum total monetary value of all associated inventory items.
2. A dynamic field on Inventory_Item__c displaying the number of elapsed days since the item was created.

Which TWO statements accurately describe the configuration requirements or system behaviors for fulfilling these requests?

  1. The existing Lookup relationship must be converted to a Master-Detail relationship before a native Roll-Up Summary field can be created on the Warehouse__c object.Answer
  2. B
    A standard Roll-Up Summary field can be created directly on the Warehouse__c object while preserving the existing Lookup relationship.
  3. A custom Formula field with a Number return type can be created on Inventory_Item__c using a date difference formula to calculate the elapsed days dynamically.Answer
  4. D
    Deleting a Warehouse__c record will automatically delete all related Inventory_Item__c child records under the current Lookup relationship configuration.

Answer

The correct requirements are converting the Lookup relationship to a Master-Detail relationship prior to creating the Roll-Up Summary field on Warehouse__c, and creating a custom Formula field with a Number return type on Inventory_Item__c to compute elapsed days.
Native Roll-Up Summary fields require a Master-Detail relationship structure between parent and child objects; converting an existing Lookup relationship to Master-Detail satisfies this requirement. Additionally, dynamic day calculations on child records are efficiently handled using a custom Formula field with a Number return type that calculates the difference between current date functions and the record creation date.

Step-by-Step Solution

1
Analyze relationship requirements for Roll-Up Summary fields.
Native Salesforce Roll-Up Summary fields require a Master-Detail relationship and cannot be created on parent objects linked strictly via Lookup relationships.
Master-Detail relationships enforce tight coupling between parent and child records, allowing the system to maintain synchronized aggregate data.
2
Analyze field options for calculating elapsed days on individual records.
A Formula field returning a Number can perform dynamic date arithmetic using functions like TODAY() - DATEVALUE(CreatedDate).
Formula fields compute values dynamically on record read without requiring underlying database updates.

Key Concept

Roll-Up Summary Field Relationship Requirements and Formula Date Calculations
Estimated Time:1m 30s
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Topics

Formula Fields and Roll-Up Summary Fields

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