A Salesforce administrator at an architectural design firm needs to display the total monetary value of all completed project tasks on the parent custom object named Project__c. Currently, the child custom object named Project_Task__c is connected to Project__c through a Lookup relationship. When attempting to create a new Roll-Up Summary field on Project__c, the administrator discovers that the Roll-Up Summary field type is unavailable in the field creation wizard. Which action should the administrator take to enable the creation of a Roll-Up Summary field on Project__c?
- Convert the Lookup relationship on Project_Task__c to a Master-Detail relationship after verifying all Project_Task__c records have a populated Project__c field.Cevap
- BCreate the Roll-Up Summary field directly on the Project_Task__c object and select the parent Project__c Lookup field as the target summarizing object.
- CConfigure Lead Custom Field Mapping to map the Project_Task__c Lookup field directly to a standard numeric field on the Opportunity object.
- DEdit the Project__c Record Type picklist settings to enable summary calculations for child records linked via Lookup relationships.
Cevap
Convert the Lookup relationship on Project_Task__c to a Master-Detail relationship after verifying all Project_Task__c records have a populated Project__c field.
In Salesforce, Roll-Up Summary fields are only available on the master object in a Master-Detail relationship. To convert a Lookup relationship to a Master-Detail relationship, all child records must have a value in the lookup field because Master-Detail relationship fields are mandatory on detail records.
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Anahtar Kavram
Roll-Up Summary fields require a Master-Detail relationship between the parent and child objects.