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Difficulty: HardFormula Fields and Roll-Up Summary Fields

An administrator is designing field calculations for a custom architecture where `Partner_Tier__c` acts as a parent object to `Deal_Registration__c`. Currently, `Deal_Registration__c` references `Partner_Tier__c` through a Lookup relationship. The business requires `Partner_Tier__c` to display the total aggregate revenue from all related deal registrations and also requires each `Deal_Registration__c` record to display the tier threshold value defined on its parent `Partner_Tier__c` record.

Which TWO statements accurately describe the field configuration requirements and capabilities to meet these business needs?

  1. The Lookup relationship field on `Deal_Registration__c` must be converted to a Master-Detail relationship before a Roll-Up Summary field can be created on `Partner_Tier__c`.Answer
  2. B
    A Roll-Up Summary field can be created directly on `Partner_Tier__c` over the existing Lookup relationship if administrative permissions are granted.
  3. A Cross-Object Formula field can be created on `Deal_Registration__c` to reference and display field values from the parent `Partner_Tier__c` record.Answer
  4. D
    Deleting a `Partner_Tier__c` record while connected via a Lookup relationship will automatically cascade delete all associated child `Deal_Registration__c` records.

Answer

Converting the Lookup relationship to a Master-Detail relationship is required to build a Roll-Up Summary field on the parent object, and creating a Cross-Object Formula field on the child object allows referencing parent field values.
Roll-Up Summary fields calculate values from related detail records and are strictly limited to the master object in a Master-Detail relationship. Therefore, converting the existing lookup to a master-detail relationship is mandatory for native roll-up functionality. Furthermore, formula fields on child objects can span upward across relationships (up to 10 relationships away) to reference fields on parent records.

Step-by-Step Solution

1
Analyze the requirement to aggregate child data onto the parent object (`Partner_Tier__c`).
Native Roll-Up Summary fields require a Master-Detail relationship; therefore, the existing Lookup relationship on `Deal_Registration__c` must be converted to Master-Detail.
Salesforce standard Roll-Up Summary fields are unsupported on Lookup relationships.
2
Analyze the requirement to display parent tier threshold data on the child object (`Deal_Registration__c`).
A Cross-Object Formula field can be created on `Deal_Registration__c` referencing `Partner_Tier__r.Threshold__c`.
Formula fields support spanning upward across lookup or master-detail relationships to access fields on parent objects.

Key Concept

Roll-Up Summary Relationship Prerequisites and Cross-Object Formula Capabilities
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Topics

Formula Fields and Roll-Up Summary Fields

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