Question

Difficulty: Very hardFormula Fields and Roll-Up Summary Fields

An administrator is configuring custom functionality for an organization that tracks equipment maintenance. The Equipment_Maintenance__c custom object is currently linked to the standard Asset object via a Lookup relationship. The business requires displaying the total aggregated maintenance cost directly on the Asset record, as well as showing the parent Asset region name on the Equipment_Maintenance__c record layout.

Which two statements accurately describe the technical considerations and limitations for implementing these fields? (Select 2)

  1. Creating a standard Roll-Up Summary field on Asset to calculate total maintenance costs requires converting the Lookup relationship to a Master-Detail relationship.Answer
  2. A Cross-Object Formula field can be created on Equipment_Maintenance__c to display the region name from the parent Asset record.Answer
  3. C
    A standard Roll-Up Summary field can be created on Asset over the existing Lookup relationship if the lookup field is marked as Required.
  4. D
    If an Asset record is deleted, all related Equipment_Maintenance__c child records are automatically retained because Roll-Up Summary fields enforce cascading deletion.

Answer

Standard Roll-Up Summary fields require a Master-Detail relationship on the parent object, while Cross-Object Formula fields on child records can reference fields on parent objects over Lookup relationships.
The correct options accurately reflect Salesforce object relationship behaviors: standard Roll-Up Summary fields strictly require a Master-Detail relationship (requiring conversion from Lookup), whereas Cross-Object Formula fields can easily look up values from parent records over standard Lookup relationships.

Step-by-Step Solution

1
Evaluate the requirement for summarizing child records on the parent object.
Native Salesforce Roll-Up Summary fields can only be created on the master object in a Master-Detail relationship. Because Equipment_Maintenance__c is currently linked to Asset via a Lookup relationship, a standard Roll-Up Summary field cannot be created without converting the relationship to Master-Detail (or using custom code/flow automation).
Salesforce platform capabilities enforce Master-Detail relationships as a prerequisite for native declarative Roll-Up Summary fields.
2
Evaluate the requirement for pulling parent field values down to the child record layout.
A Cross-Object Formula field defined on Equipment_Maintenance__c can reference fields on the parent Asset object (e.g., Asset.Region__c) across lookup relationships.
Formula fields support cross-object field references pointing upward from child to parent across both Lookup and Master-Detail relationships.

Key Concept

Relationship types determine summary capabilities (Master-Detail for standard Roll-Up Summaries), whereas Cross-Object Formulas can navigate upward across Lookup relationships.
Estimated Time:3m 0s
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