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Zorluk: KolayFormula Fields and Roll-Up Summary Fields

A Salesforce administrator attempts to create a Roll-Up Summary field on a custom parent object called Course__c to count related student registration records. However, during field creation, the Roll-Up Summary field type option is greyed out and disabled. What is the most likely reason for this restriction?

  1. The relationship between Course__c and the student registration object is a Lookup relationship rather than a Master-Detail relationship.Cevap
  2. B
    Roll-up summary fields can only be defined on child detail objects to summarize data from parent master records.
  3. C
    Deleting a master record preserves related detail records as independent records, which prevents summary calculations.
  4. D
    Roll-up summary fields are exclusive to standard objects and cannot be created between custom objects.

Cevap

The relationship between Course__c and the student registration object is a Lookup relationship rather than a Master-Detail relationship.
In Salesforce, native Roll-Up Summary fields can only be created on the master object of a Master-Detail relationship. If two objects are joined using a Lookup relationship, the Roll-Up Summary field type remains disabled during field setup on the parent object.

Adım Adım Çözüm

1
Identify the object relationship prerequisite for Roll-Up Summary fields.
Salesforce requires a Master-Detail relationship on the parent object to enable native Roll-Up Summary functionality.
Lookup relationships do not natively support built-in roll-up summary fields.
2
Evaluate the field creation behavior on the parent object.
Because the relationship is a Lookup relationship, the Roll-Up Summary radio button is greyed out during field creation.
Converting or re-creating the relationship as a Master-Detail relationship is required to enable roll-up summaries.

Anahtar Kavram

Roll-Up Summary Field Relationship Prerequisites
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Konular

Formula Fields and Roll-Up Summary Fields

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