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Difficulty: EasyObject Relationships (Lookup, Master-Detail, Many-to-Many)

A Salesforce administrator needs to create a Roll-Up Summary field on the Account object to calculate the sum of related custom record amounts. When attempting to create the field, the administrator notices that the Roll-Up Summary field type option is greyed out and unavailable. Upon reviewing the custom object schema, the administrator sees that the custom object is linked to Account using a Lookup relationship. Which action must the administrator take to enable the creation of a Roll-Up Summary field on the Account object?

  1. Convert the Lookup relationship field on the custom object to a Master-Detail relationship.Answer
  2. B
    Enable the cascading delete option on the existing Lookup relationship field properties.
  3. C
    Change the Organization-Wide Default (OWD) sharing setting of the custom object to Controlled by Parent.
  4. D
    Create a secondary self-referential Lookup field on the Account object to establish parent-child aggregation.

Answer

Convert the Lookup relationship field on the custom object to a Master-Detail relationship.
In Salesforce, standard Roll-Up Summary fields can only be created on the master object in a Master-Detail relationship. Converting an existing Lookup field to a Master-Detail relationship (ensuring all child records have a parent assigned first) makes the Roll-Up Summary field type available on the parent object.

Step-by-Step Solution

1
Identify the prerequisite for Roll-Up Summary fields in Salesforce.
Standard Roll-Up Summary fields are strictly supported on the master object of a Master-Detail relationship.
Lookup relationships do not natively support standard Roll-Up Summary fields because child records can exist independently without a parent.
2
Determine the necessary relationship modification.
Verify that all existing custom child records have a populated lookup value to Account, then change the field type from Lookup to Master-Detail.
Converting the relationship to Master-Detail establishes tight coupling, enabling the master object (Account) to aggregate child values via Roll-Up Summary fields.

Key Concept

Roll-Up Summary Prerequisite & Relationship Conversion
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Topics

Object Relationships (Lookup, Master-Detail, Many-to-Many)

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