A Salesforce administrator at a biomedical equipment laboratory is configuring custom fields to track service metrics. The laboratory has a parent custom object, Equipment Model, and a child custom object, Calibration Inspection. These two objects are currently connected by a Lookup relationship. The operations manager requires a field on the Equipment Model record that automatically calculates the total count of related Calibration Inspection records. When attempting to create a new field on Equipment Model, the administrator finds that the Roll-Up Summary data type option is disabled. Which configuration action should the administrator take to meet this requirement?
- Convert the Lookup relationship on Calibration Inspection to a Master-Detail relationship, and then create the Roll-Up Summary field on Equipment Model.Answer
- BCreate a standard Roll-Up Summary field directly on the parent object by selecting the existing Lookup relationship as the summarize target.
- CConfigure Lead Custom Field Mapping to automatically calculate and transfer aggregate counts to the Equipment Model object.
- DEnable the Roll-Up Summary field type by adding the target field to the parent object's Record Type picklist assignment.
Answer
Convert the Lookup relationship on Calibration Inspection to a Master-Detail relationship, and then create the Roll-Up Summary field on Equipment Model.
Roll-Up Summary fields are only supported on the parent (master) object in a Master-Detail relationship. Converting the existing Lookup relationship between the child object (Calibration Inspection) and parent object (Equipment Model) into a Master-Detail relationship removes the restriction, enabling the administrator to create the required COUNT Roll-Up Summary field.
Step-by-Step Solution
Key Concept
Roll-Up Summary Field Capabilities and Relationship Requirements