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Zorluk: KolayObject Relationships (Lookup, Master-Detail, Many-to-Many)

A Salesforce Administrator is attempting to create a Roll-Up Summary field on a parent object to calculate the sum of related child record amounts. However, the child object is linked to the parent object through a Lookup relationship, and the Roll-Up Summary field type is unavailable during field creation. What is the primary reason the administrator cannot create a Roll-Up Summary field in this scenario?

  1. Roll-Up Summary fields are only supported on the master object of a Master-Detail relationship.Cevap
  2. B
    Roll-Up Summary fields on Lookup relationships require an automated Record-Triggered Flow to enable the field type.
  3. C
    Deleting child records in a Lookup relationship automatically deletes the parent record, which disables summary capabilities.
  4. D
    Field-Level Security settings on the parent object must be set to Read/Write for all user profiles before creating summary fields.

Cevap

Roll-Up Summary fields are only supported on the master object of a Master-Detail relationship.
In Salesforce, native declarative Roll-Up Summary fields can only be created on the master object in a Master-Detail relationship. Because the objects are connected via a Lookup relationship, the Roll-Up Summary field type is disabled in the schema builder.

Adım Adım Çözüm

1
Identify the relationship type between the parent and child objects.
The objects are currently linked via a standard Lookup relationship.
Salesforce declarative features differ based on whether the relationship is a Lookup or Master-Detail.
2
Determine the platform requirements for declarative Roll-Up Summary fields.
Declarative Roll-Up Summary fields are natively available only on the parent (master) side of a Master-Detail relationship.
Lookup relationships do not enforce the strict parent-child data dependency required by declarative roll-ups.
3
Select the correct explanation for why the field type is disabled.
The option stating that Roll-Up Summary fields are only supported on Master-Detail relationships explains the system behavior.
Converting the relationship to Master-Detail (or using custom code/automation) would be necessary to summarize the values.

Anahtar Kavram

Roll-Up Summary Field Capabilities and Relationship Dependencies
Tahmini Süre:45s
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Konular

Object Relationships (Lookup, Master-Detail, Many-to-Many)

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