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Question

Difficulty: EasyFormula Fields and Roll-Up Summary Fields

A Salesforce administrator wants to create a field on the custom Invoice object to display the total monetary amount of all related Invoice Line Item records. While launching the Custom Field wizard on the Invoice object, the administrator notices that the Roll-Up Summary field type option is disabled (greyed out). What is the primary cause of this issue?

  1. The Invoice Line Item object is linked to the Invoice object using a Lookup relationship rather than a Master-Detail relationship.Answer
  2. B
    Roll-Up Summary fields can only be created on child objects, not on parent objects.
  3. C
    The detail record side of a Master-Detail relationship automatically deletes roll-up field capabilities when records are modified.
  4. D
    Roll-Up Summary fields cannot perform SUM calculations on currency fields from child records.

Answer

The Roll-Up Summary field type is disabled because Roll-Up Summary fields require a Master-Detail relationship, whereas the objects currently use a Lookup relationship.
In Salesforce, Roll-Up Summary fields can only be created on the master object of a Master-Detail relationship. If two objects are connected via a standard Lookup relationship, the Roll-Up Summary option will be greyed out and unavailable during field creation.

Step-by-Step Solution

1
Identify the relationship requirement for Roll-Up Summary fields in Salesforce.
Roll-Up Summary fields can only be created on the master object in a Master-Detail relationship.
Salesforce platform architecture does not support native Roll-Up Summary fields across standard Lookup relationships without declarative automation or Apex.
2
Analyze why the Roll-Up Summary field type is disabled on the Invoice object.
The Invoice object is not defined as the master object in a Master-Detail relationship with Invoice Line Item.
If the relationship is a Lookup relationship, Salesforce disables the Roll-Up Summary option during custom field creation.

Key Concept

Roll-Up Summary Field Relationship Prerequisites
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Topics

Formula Fields and Roll-Up Summary Fields

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