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Difficulty: HardStandard and Custom Object Management

A logistics company tracks equipment servicing using a custom object named Maintenance_Log__c. An administrator is tasked with summarizing total maintenance counts on the standard Asset object and ensuring that deleting an Asset automatically removes all associated Maintenance_Log__c records. However, several Maintenance_Log__c records currently exist in the org without an assigned Asset. Which TWO steps must the administrator take to successfully implement this requirement?

  1. Populate the Asset lookup field on all existing Maintenance_Log__c records prior to converting the relationship to a Master-Detail relationship.Answer
  2. Create Roll-Up Summary fields on the standard Asset object after establishing the Master-Detail relationship.Answer
  3. C
    Create a Roll-Up Summary field directly on the Asset object while keeping the existing Lookup relationship intact.
  4. D
    Configure an automated deletion flow because child records remain active in the database by default when a master record is deleted in a Master-Detail relationship.

Answer

The administrator must populate the Asset reference on all existing Maintenance_Log__c records before converting the Lookup relationship to a Master-Detail relationship, and then create Roll-Up Summary fields on the Asset object.
To achieve automatic cascading deletion and native roll-up summary capabilities on the parent Asset object, a Master-Detail relationship is required. Converting an existing Lookup field to a Master-Detail field requires that every existing child record has a parent value populated. Once converted, Roll-Up Summary fields can be configured on the Asset object.

Step-by-Step Solution

1
Evaluate relationship requirements for cascading deletion and roll-up summaries
Determined that a Master-Detail relationship is required between Asset (master) and Maintenance_Log__c (detail).
Standard Lookup relationships do not support native Roll-Up Summary fields or automatic cascading deletion upon parent deletion.
2
Prepare existing data for relationship conversion
Populate the Asset lookup field across all existing Maintenance_Log__c records in the org.
Salesforce enforces that a Lookup relationship can only be converted to Master-Detail if every child record has a populated lookup field.
3
Convert relationship and build summary fields
Change the relationship field type to Master-Detail and define Roll-Up Summary fields on Asset.
Master-Detail relationships enable automatic cascade deletion of child records and allow native Roll-Up Summary fields on the parent object.

Key Concept

Master-Detail Relationship Conversion Rules & Roll-Up Summary Requirements
Estimated Time:2m 0s
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Topics

Standard and Custom Object Management

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