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Question

Difficulty: MediumObject Relationships (Lookup, Master-Detail, Many-to-Many)

A Salesforce Administrator at a renewable energy company needs to calculate the total energy capacity of all solar panels installed on a site. The custom parent object, Solar_Array__c, is currently connected to the custom child object, Solar_Panel__c, via a Lookup relationship field. The administrator attempts to create a Roll-Up Summary field on Solar_Array__c to aggregate the total wattage, but the Roll-Up Summary field type is unavailable. What configuration requirement must be met to allow the creation of the Roll-Up Summary field on Solar_Array__c?

  1. Populate the Solar_Array__c lookup field on all existing Solar_Panel__c records, and convert the lookup relationship field to a master-detail relationship.Answer
  2. B
    Enable the summary aggregation property directly on the existing lookup field properties without altering the relationship type.
  3. C
    Set the Organization-Wide Default (OWD) sharing setting of the Solar_Panel__c object to Controlled by Parent while keeping the lookup relationship.
  4. D
    Delete all parent Solar_Array__c records to clear relationship locks, convert the relationship to master-detail, and restore the parent records from the Recycle Bin.

Answer

Populate the Solar_Array__c lookup field on all existing Solar_Panel__c records, and convert the lookup relationship field to a master-detail relationship.
Native declarative Roll-Up Summary fields require a Master-Detail relationship between the parent and child objects. To convert an existing Lookup field to a Master-Detail field, every existing child record must have a valid parent reference populated in the lookup field.

Step-by-Step Solution

1
Identify the relationship requirement for Roll-Up Summary fields.
Native Roll-Up Summary fields can only be created on master objects in a Master-Detail relationship.
Lookup relationships do not natively support roll-up summary field calculations.
2
Verify prerequisites for converting a Lookup relationship to a Master-Detail relationship.
All child records (Solar_Panel__c) must contain a value in the parent lookup field (Solar_Array__c).
Master-Detail relationships enforce data integrity where child records cannot exist without a parent.
3
Execute the relationship conversion and create the Roll-Up Summary field.
The relationship is converted to Master-Detail, making the Roll-Up Summary field type available on Solar_Array__c.
Once the Master-Detail relationship is established, standard roll-up calculations can be performed on the parent object.

Key Concept

Converting Lookup Relationships to Master-Detail Relationships for Roll-Up Summaries
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Topics

Object Relationships (Lookup, Master-Detail, Many-to-Many)

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