A Salesforce Administrator at an aviation charter company manages two custom objects: Charter_Flight__c and Flight_Leg__c, which are currently connected by a Lookup relationship. The business requires displaying the sum of flight hours from all related flight legs on the Charter_Flight__c record, as well as referencing the parent aircraft's hourly fuel rate on each Flight_Leg__c record to calculate leg fuel costs. Which TWO statements accurately reflect the configuration requirements for these fields?
- The administrator must convert the Lookup relationship to a Master-Detail relationship before creating a Roll-Up Summary field on Charter_Flight__c.Answer
- A cross-object formula field can be created on Flight_Leg__c to pull data from Charter_Flight__c while keeping the Lookup relationship intact.Answer
- CA Roll-Up Summary field can be created directly on Charter_Flight__c without changing the existing Lookup relationship.
- DCross-object formula fields require converting the Lookup relationship to a Master-Detail relationship prior to field creation.
Answer
The correct requirements are converting the Lookup relationship to a Master-Detail relationship before creating a Roll-Up Summary field on the parent object, and creating a cross-object formula field on the child object which functions across existing Lookup relationships.
Roll-Up Summary fields are restricted to master objects in Master-Detail relationships, making conversion from Lookup to Master-Detail necessary for native roll-ups. Meanwhile, cross-object formula fields can access fields on parent records across standard or custom Lookup relationships without needing to alter the relationship type.
Step-by-Step Solution
Key Concept
Roll-up summary fields require a Master-Detail relationship, whereas cross-object formulas function across both Lookup and Master-Detail relationships.