Soru

Zorluk: OrtaFormula Fields and Roll-Up Summary Fields

An administrator at Universal Containers needs to display the total monetary value of all related child Service_Ticket__c records on a custom parent object named Asset_Tracker__c. The two objects are currently linked using a custom Lookup relationship. While attempting to set up the field on Asset_Tracker__c, the administrator notices that the Roll-Up Summary field type is greyed out and cannot be selected. Which statement correctly explains why the Roll-Up Summary field type is disabled in this scenario?

  1. Roll-Up Summary fields can only be created on the parent object in a Master-Detail relationship, not a Lookup relationship.Cevap
  2. B
    Roll-Up Summary fields are exclusively supported on standard objects and cannot be created on custom parent objects.
  3. C
    Roll-Up Summary fields cannot perform aggregate SUM operations on custom currency fields.
  4. D
    Deleting records in a Lookup relationship automatically cascades to detail records, which disables summary field functionality.

Cevap

Roll-Up Summary fields require a Master-Detail relationship between the parent and child objects.
In Salesforce, native Roll-Up Summary fields can only be created on the master object of a Master-Detail relationship. Because Asset_Tracker__c and Service_Ticket__c are linked via a Lookup relationship, the Roll-Up Summary field type is disabled. To resolve this, the administrator would need to convert the Lookup relationship to a Master-Detail relationship or use an automated flow/Apex solution to calculate the sum.

Adım Adım Çözüm

1
Analyze the relationship type between Asset_Tracker__c and Service_Ticket__c
The objects are connected using a Lookup relationship.
Salesforce declarative Roll-Up Summary fields are only allowed when the parent object is the master in a Master-Detail relationship.
2
Determine why the Roll-Up Summary option is unavailable in Schema Builder / Field Creation wizard
The option is disabled because no Master-Detail relationship exists with the child object.
Salesforce disables the creation of Roll-Up Summary fields on parent objects when related child records are connected only via Lookup relationships.

Anahtar Kavram

Roll-Up Summary Field Relationship Requirements
Bu soruyu puanla