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Difficulty: MediumFormula Fields and Roll-Up Summary Fields

An administrator is configuring field calculations between related objects in Salesforce. Which two statements accurately describe the functional capabilities and constraints of Roll-Up Summary fields and Formula fields? (Select 2)

  1. A Roll-Up Summary field can be created on the master object of a Master-Detail relationship to calculate SUM, MIN, MAX, or COUNT of child records.Answer
  2. Cross-object formula fields can reference fields from parent objects up to 10 relationships away.Answer
  3. C
    A Roll-Up Summary field can be defined on a parent object linked to child records via a required Lookup relationship.
  4. D
    Child detail records that reside in the Recycle Bin after soft deletion are included in Roll-Up Summary field calculations.

Answer

Roll-Up Summary fields can calculate aggregate metrics (SUM, MIN, MAX, COUNT) on the master object in a Master-Detail relationship, and cross-object formulas can reference fields up to 10 parent relationships away.
The correct statements recognize that Roll-Up Summary fields require a Master-Detail relationship to aggregate child data using functions like SUM, MIN, MAX, and COUNT, and that cross-object formulas can span up to 10 parent relationships.

Step-by-Step Solution

1
Identify relationship requirements for Roll-Up Summary fields.
Roll-Up Summary fields require a Master-Detail relationship and cannot be created over Lookup relationships, even if the lookup field is marked as required.
Salesforce enforces master-detail relationships for roll-up fields to ensure tight data binding and automatic recalculation.
2
Evaluate cross-object formula field limitations.
Cross-object formulas can traverse up to 10 relationship levels to display or calculate values from parent objects.
This is a standard platform limit enforced by Salesforce for formula field compilation.
3
Determine deletion impact on roll-up calculations.
Deleted records residing in the Recycle Bin are automatically excluded from Roll-Up Summary metrics.
Only active child records associated with the master record are evaluated in roll-up calculations.

Key Concept

Roll-Up Summary fields require Master-Detail relationships and support aggregate functions, whereas cross-object formula fields enable spanning up to 10 parent relationships.
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Topics

Formula Fields and Roll-Up Summary Fields

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