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Zorluk: ZorFormula Fields and Roll-Up Summary Fields

An administrator at a clean energy firm manages a standard Account object and a custom Solar_Site__c object connected by a lookup relationship. The operations team requires a field on the Account record that dynamically displays the total combined capacity (in megawatts) of all active related Solar_Site__c records. When attempting to create a custom field on Account, the administrator notices that the Roll-Up Summary field type is disabled. Why is the Roll-Up Summary field unavailable, and what is the appropriate declarative approach to satisfy this requirement?

  1. Roll-Up Summary fields can only be created on the master object of a master-detail relationship; the administrator should convert the lookup to a master-detail relationship (if data model constraints allow) or use Salesforce Flow to update a custom field on Account.Cevap
  2. B
    Roll-Up Summary fields are unsupported on standard objects whenever the child object is a custom object, regardless of relationship type.
  3. C
    A cross-object formula field using the SUM() function should be configured on the Account object to aggregate values from related child records across the lookup relationship.
  4. D
    Roll-Up Summary fields require cascading deletion to be disabled on the lookup field configuration before becoming selectable in the custom field wizard.

Cevap

Roll-Up Summary fields are strictly available on parent objects that are part of a Master-Detail relationship. Because Account and Solar_Site__c are connected via a Lookup relationship, native roll-up fields are disabled. The administrator can convert the relationship to Master-Detail (if all child records have parent values assigned) or implement a Record-Triggered Flow to calculate and store the aggregate total on a custom number field on the Account.
Native Roll-Up Summary fields require a Master-Detail relationship where the parent object serves as the master. Because the Account and Solar_Site__c objects are linked via a Lookup relationship, the Roll-Up Summary option is unavailable. To meet the requirement declaratively, the administrator must either convert the Lookup relationship to a Master-Detail relationship or use a Record-Triggered Flow to aggregate child values into a standard custom number field on the Account.

Adım Adım Çözüm

1
Analyze relationship requirements for Roll-Up Summary fields
Identify that standard Roll-Up Summary fields require a Master-Detail relationship between parent and child objects.
Salesforce native roll-up capabilities enforce strict data integrity rules provided only by Master-Detail relationships.
2
Evaluate relationship type between Account and Solar_Site__c
Confirm the objects are linked via a Lookup relationship, explaining why the Roll-Up Summary options are grayed out.
Lookup relationships do not support native declarative roll-up summaries.
3
Determine declarative alternatives for aggregate calculations over lookup relationships
Select converting to Master-Detail or building a Record-Triggered Flow (or Apex/custom solution) to maintain the aggregate field.
Cross-object formulas cannot evaluate lists of child records, so automation or relationship conversion is necessary.

Anahtar Kavram

Roll-up summary fields require a Master-Detail relationship. To aggregate child records over a Lookup relationship, administrators must convert the relationship or use automation like Salesforce Flow.
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Formula Fields and Roll-Up Summary Fields

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