Question

Difficulty: EasyFormula Fields and Roll-Up Summary Fields

An administrator is configuring custom calculation fields for a custom object called Project_Milestone__c, which has a Master-Detail relationship with Project__c and a Lookup relationship with Department__c. Which two statements accurately describe supported field configurations on these objects? (Select 2)

  1. A Roll-Up Summary field can be created on Project__c to aggregate values from related Project_Milestone__c records.Answer
  2. B
    A Roll-Up Summary field can be created on Department__c to count the number of related Project_Milestone__c records.
  3. A cross-object formula field on Project_Milestone__c can reference and display fields from the parent Department__c record.Answer
  4. D
    Deleting a Project__c master record preserves related Project_Milestone__c records if a Roll-Up Summary field is present.

Answer

Roll-Up Summary fields can be created on the master object (Project__c) to aggregate detail records, and cross-object formula fields on the child object (Project_Milestone__c) can reference fields from parent records across lookup relationships.
Roll-Up Summary fields can only be created on the master object in a Master-Detail relationship (Project__c to Project_Milestone__c). Additionally, cross-object formula fields on child records can reference parent values through both Lookup and Master-Detail relationships.

Step-by-Step Solution

1
Evaluate relationship requirements for Roll-Up Summary fields
Roll-Up Summary fields require a Master-Detail relationship and can only be defined on the master object. Therefore, aggregating Project_Milestone__c on Project__c is valid, but aggregating on Department__c (lookup) is invalid.
Lookup relationships do not support native Roll-Up Summary fields in Salesforce.
2
Evaluate cross-object formula field capabilities
Cross-object formula fields can reference fields up to 10 relationships away on parent objects, including both lookup and master-detail parent objects.
Formula fields support cross-object referencing regardless of relationship type.
3
Evaluate Master-Detail deletion behavior
Deleting a master record automatically deletes related detail records.
Cascading deletion is a foundational behavior of Master-Detail relationships that cannot be overridden by Roll-Up Summary fields.

Key Concept

Roll-Up Summary fields require a Master-Detail relationship on the master object, whereas cross-object formulas can reference parent fields across both Lookup and Master-Detail relationships.
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