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Difficulty: EasyFormula Fields and Roll-Up Summary Fields

An administrator is attempting to create a Roll-Up Summary field on a parent custom object to calculate the sum of related child record amounts. However, during field creation, the administrator observes that the Roll-Up Summary field type option is greyed out and unavailable. What is the reason the Roll-Up Summary field type is disabled?

  1. The parent object and child object are connected using a Lookup relationship rather than a Master-Detail relationship.Answer
  2. B
    Roll-Up Summary fields are only supported on standard Salesforce objects such as Accounts and Opportunities.
  3. C
    The detail records were deleted, which permanently locks field creation on the master object.
  4. D
    Roll-Up Summary fields can only perform MIN and MAX operations, not SUM calculations.

Answer

The Roll-Up Summary field type is disabled because the parent and child objects are linked via a Lookup relationship instead of a Master-Detail relationship.
In Salesforce, Roll-Up Summary fields can only be created on the master object of a Master-Detail relationship. When objects are linked via a standard Lookup relationship, the Roll-Up Summary field type option remains disabled.

Step-by-Step Solution

1
Identify the relationship requirements for Roll-Up Summary fields in Salesforce.
Native Roll-Up Summary fields are only allowed on the master object in a Master-Detail relationship (or select standard object relationships like Account-Opportunity).
Lookup relationships do not enforce strict parent-child data dependency required for automatic database-level roll-ups.
2
Determine why the field type selection is unavailable during setup.
The relationship definition between the target objects is currently a Lookup relationship, causing Salesforce to disable the Roll-Up Summary field type.
Converting the Lookup relationship to a Master-Detail relationship (assuming all existing child records have parent values) enables the creation of Roll-Up Summary fields.

Key Concept

Roll-Up Summary Relationship Requirement
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Topics

Formula Fields and Roll-Up Summary Fields

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