A Salesforce Administrator at an event management platform needs to display the total revenue of all confirmed reservations directly on the parent custom object, Venue__c. Reservations are stored in a custom child object, Reservation__c, which is connected to Venue__c via a Lookup relationship. When attempting to create a Roll-Up Summary field on Venue__c, the option is unavailable in the field type list. What must the administrator do to enable the creation of a Roll-Up Summary field on the Venue object?
- Convert the Lookup relationship field on Reservation__c to a Master-Detail relationship.Answer
- BCreate a cross-object formula field on Venue__c that references the revenue field on Reservation__c.
- CChange the Organization-Wide Default (OWD) sharing setting on Reservation__c to Controlled by Parent.
- DDelete all existing Reservation__c records so cascading deletion rules permit calculation fields.
Answer
Convert the existing Lookup relationship field on the child object to a Master-Detail relationship.
Salesforce Roll-Up Summary fields summarize data from child detail records onto a parent master record. This feature is exclusively available when the parent and child objects are linked by a Master-Detail relationship. Converting the existing Lookup field to a Master-Detail field on the child object enables the Roll-Up Summary field type on the parent object.
Step-by-Step Solution
Key Concept
Roll-Up Summary Relationship Requirements
Estimated Time:1m 15s