A Salesforce administrator at an insurance brokerage firm is configuring custom fields on a parent custom object named Insurance_Policy__c and a child custom object named Policy_Claim__c. The two objects are currently connected by a Lookup relationship. The management team requires a field on the Insurance_Policy__c record that dynamically displays the total count of related Policy_Claim__c records. However, when attempting to create a new field on Insurance_Policy__c, the administrator notices that the Roll-Up Summary field type is unavailable. Which action should the administrator take to enable the required field capability?
- ACreate a Roll-Up Summary field on the Policy_Claim__c object that targets the Insurance_Policy__c parent field.
- BChange the Lookup field configuration to Required on Policy_Claim__c, which automatically enables native Roll-Up Summary field types.
- Convert the Lookup relationship on Policy_Claim__c to a Master-Detail relationship, then create a Roll-Up Summary field on Insurance_Policy__c.Answer
- DUse the Map Custom Lead Fields utility in Object Manager to link the claim count field from Policy_Claim__c to Insurance_Policy__c.
Answer
Convert the Lookup relationship on Policy_Claim__c to a Master-Detail relationship, then create a Roll-Up Summary field on Insurance_Policy__c.
In Salesforce, native Roll-Up Summary fields can only be created on the master object in a Master-Detail relationship. Because Insurance_Policy__c and Policy_Claim__c are currently linked by a Lookup relationship, the Roll-Up Summary data type is disabled. Converting the lookup field on Policy_Claim__c to a Master-Detail relationship enables the Roll-Up Summary field type on Insurance_Policy__c to summarize child claims.
Step-by-Step Solution
Key Concept
Roll-Up Summary Field Eligibility and Master-Detail Relationships
Estimated Time:1m 30s