An administrator at Financial Consultants Inc. is building a custom application to manage client portfolios. The administrator needs to display the calculated total sum of asset values from a child custom object on the parent custom object Portfolio__c. The two objects are currently connected by a Lookup relationship. When creating a new custom field on Portfolio__c, the administrator notices that the Roll-Up Summary field type option is disabled. Why is the administrator unable to select the Roll-Up Summary field type?
- Roll-up summary fields can only be created on the master object in a Master-Detail relationship.Cevap
- BRoll-up summary fields can be created on Lookup relationships only after granting full access to field-level security settings.
- CRoll-up summary fields require all picklist fields on the child object to be assigned to an active Record Type first.
- DRoll-up summary fields on custom objects can only be enabled during Lead conversion custom field mapping.
Cevap
Roll-up summary fields can only be created on the master object in a Master-Detail relationship.
In Salesforce, native Roll-Up Summary fields summarize data from related detail records and are only available on the master object in a Master-Detail relationship. Because the two objects are currently connected via a Lookup relationship, the Roll-Up Summary field type is unavailable during field creation.
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Anahtar Kavram
Roll-Up Summary Field Eligibility and Relationship Types