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Difficulty: HardCustom Fields and Data Types

A Salesforce administrator at a luxury hospitality group is configuring custom fields to track guest charges. The organization has a parent custom object named Reservation__c and a child custom object named Addon_Service__c, linked together by a standard Lookup relationship. Management requires a field on the Reservation__c object that automatically calculates the total monetary sum of all related Addon_Service__c records. What administrative action must be completed before the administrator can create this calculated field?

  1. Convert the existing Lookup relationship on the child object to a Master-Detail relationship after ensuring all child records have populated lookup values.Answer
  2. B
    Create the Roll-Up Summary field directly on the parent object using the existing Lookup relationship, as summary calculations natively support both relationship types.
  3. C
    Configure Lead Custom Field Mapping to transfer summary values from the child object to the parent object during record creation.
  4. D
    Assign the custom fields to a new Record Type on the parent object to unlock summary field capabilities across lookup objects.

Answer

Convert the existing Lookup relationship on the child object to a Master-Detail relationship after ensuring all child records have populated lookup values.
In Salesforce, Roll-Up Summary fields aggregate data from child records onto a parent record, but they can only be created on the master object in a Master-Detail relationship. To enable this functionality when objects are currently connected via a Lookup relationship, the administrator must convert the lookup field on the child object to a master-detail field. For this conversion to be allowed by Salesforce, every existing child record must already have a non-null reference to a parent record.

Step-by-Step Solution

1
Identify the business requirement for calculating aggregated totals across related records.
Determined that a Roll-Up Summary field is required on the parent object Reservation__c.
Roll-Up Summary fields aggregate data (such as SUM, COUNT, MIN, MAX) from child records onto a parent record.
2
Evaluate the current relationship type between Reservation__c and Addon_Service__c.
The current link is a standard Lookup relationship.
Salesforce declarative Roll-Up Summary fields are strictly supported on the master object of a Master-Detail relationship.
3
Determine the necessary conversion prerequisites and steps.
Ensure all Addon_Service__c records contain a valid parent Reservation__c reference, then convert the Lookup relationship field to a Master-Detail relationship field.
Master-Detail relationships enforce required parent references on all child records before conversion can succeed.

Key Concept

Roll-Up Summary Field Eligibility and Master-Detail Conversion
Estimated Time:2m 0s
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Topics

Custom Fields and Data Types

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