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Difficulty: MediumFormula Fields and Roll-Up Summary Fields

A Salesforce Administrator at a renewable energy firm needs to calculate and display the total power generation capacity from all installed solar units on the parent custom object, Solar_Park__c. Currently, the child object, Solar_Unit__c, is connected to Solar_Park__c using a Lookup relationship. When attempting to create a new field on Solar_Park__c, the Administrator discovers that the Roll-Up Summary field type is unavailable. Which action should the Administrator take to enable the creation of the Roll-Up Summary field?

  1. Convert the existing Lookup relationship on Solar_Unit__c to a Master-Detail relationship after ensuring all child records have a populated parent lookup value.Answer
  2. B
    Change the Organization-Wide Default (OWD) sharing setting on the Solar_Unit__c object to Controlled by Parent.
  3. C
    Create a cross-object formula field on Solar_Park__c that references and calculates the total capacity value of the related Solar_Unit__c records.
  4. D
    Delete all existing Solar_Unit__c records to reset the schema relationship dependencies before creating a new formula field.

Answer

Convert the existing Lookup relationship on Solar_Unit__c to a Master-Detail relationship after ensuring all child records have a populated parent lookup value.
Roll-Up Summary fields can only be created on the master object in a Master-Detail relationship. Converting the Lookup relationship on Solar_Unit__c to a Master-Detail relationship (after populating the field on all existing child records) enables the Roll-Up Summary field type on Solar_Park__c.

Step-by-Step Solution

1
Identify the relationship constraints for Roll-Up Summary fields
Recognize that Roll-Up Summary fields require a Master-Detail relationship between the parent and child objects.
Salesforce standard functionality prohibits Roll-Up Summary fields on parent objects linked strictly via standard Lookup relationships.
2
Prepare the child records for relationship conversion
Ensure every existing Solar_Unit__c record has a valid Solar_Park__c parent selected.
A Lookup field cannot be converted to a Master-Detail field if any child records contain a null/blank lookup field.
3
Change field type of the relationship field
Convert the field type of the lookup field on Solar_Unit__c to Master-Detail.
Converting the field structure enables Roll-Up Summary creation on the parent object Solar_Park__c.

Key Concept

Roll-Up Summary Field Relationship Requirements
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Topics

Formula Fields and Roll-Up Summary Fields

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