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Difficulty: MediumFormula Fields and Roll-Up Summary Fields

A Salesforce Administrator at a non-profit organization is setting up custom objects to track funding grants using a parent object named Grant__c and a child object named Grant_Payment__c. The two objects are currently connected using a Lookup relationship. The administrator needs to calculate and display the total sum of all payment amounts directly on each Grant__c record, but finds that the Roll-Up Summary field type option is disabled when creating a new field on Grant__c. Which configuration change will allow the administrator to create the required summary field?

  1. Convert the Lookup relationship field on Grant_Payment__c to a Master-Detail relationship.Answer
  2. B
    Create a cross-object formula field on Grant__c using the SUM() function to aggregate child payment amounts.
  3. C
    Change the Organization-Wide Default sharing setting of Grant_Payment__c to Controlled by Parent.
  4. D
    Enable the 'Allow Aggregate Calculations' setting on the existing Lookup relationship definition.

Answer

Convert the Lookup relationship field on Grant_Payment__c to a Master-Detail relationship.
In Salesforce, native Roll-Up Summary fields are exclusively supported on the master object of a Master-Detail relationship. Converting the existing Lookup relationship on the child object (Grant_Payment__c) to a Master-Detail relationship fulfills this requirement, allowing the administrator to create a Roll-Up Summary field using the SUM function on the parent object (Grant__c).

Step-by-Step Solution

1
Identify relationship requirements for Roll-Up Summary fields
Native Roll-Up Summary fields can only be created on the master object in a Master-Detail relationship.
Salesforce platform declarative roll-up engine requires the tight data coupling and cascading data control provided by Master-Detail relationships.
2
Evaluate the current object relationship
The Grant__c and Grant_Payment__c objects are linked via a Lookup relationship, which prevents Roll-Up Summary field creation.
Lookup relationships maintain independent lifecycle management and do not support native Roll-Up Summary field functionality.
3
Determine the necessary conversion step
Converting the existing Lookup relationship field on Grant_Payment__c to a Master-Detail relationship enables the Roll-Up Summary field type on Grant__c.
Ensure all child Grant_Payment__c records have a populated parent lookup value prior to conversion so the field type can be converted successfully.

Key Concept

Roll-Up Summary Field Relationship Requirements
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Topics

Formula Fields and Roll-Up Summary Fields

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