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Zorluk: KolayFormula Fields and Roll-Up Summary Fields

A System Administrator is creating a new field on a custom object called Project__c. The administrator intends to aggregate total cost values from related Project_Task__c records using a Roll-Up Summary field. However, when choosing the field type for Project__c, the Roll-Up Summary option is greyed out. Which relationship configuration explains why the Roll-Up Summary field type is unavailable?

  1. The relationship field linking Project_Task__c to Project__c is a Lookup relationship rather than a Master-Detail relationship.Cevap
  2. B
    The child records on Project_Task__c are hidden by Dynamic Forms field visibility settings on the lightning record page layout.
  3. C
    Deleting a child record on Project_Task__c automatically locks the field creation wizard on the parent Project__c object.
  4. D
    Roll-Up Summary fields require at least one existing child record on Project_Task__c before the option becomes active in schema builder.

Cevap

The relationship field linking Project_Task__c to Project__c is a Lookup relationship rather than a Master-Detail relationship.
Roll-Up Summary fields can only be created on the master object of a Master-Detail relationship. Because the two objects are connected via a Lookup relationship, Salesforce disables the Roll-Up Summary field data type option.

Adım Adım Çözüm

1
Identify the relationship type between the parent object (Project__c) and child object (Project_Task__c).
Determined that the relationship is currently configured as a Lookup relationship.
Roll-Up Summary fields in Salesforce require a Master-Detail relationship.
2
Verify Salesforce platform capabilities for Roll-Up Summary field creation.
Confirmed that Roll-Up Summary field types are disabled when objects are connected via Lookup relationships.
Salesforce only allows Roll-Up Summary fields on the master side of a Master-Detail relationship.

Anahtar Kavram

Roll-Up Summary Relationship Requirements
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