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Zorluk: KolayStandard and Custom Object Management

An administrator at a telecommunications company wants to create a Roll-Up Summary field on a custom object named Account_Plan__c to calculate the total amount of related custom Subscription__c records. Which object relationship configuration is required to allow the Roll-Up Summary field creation on Account_Plan__c?

  1. A Master-Detail relationship must be created where Account_Plan__c is the master object and Subscription__c is the detail object.Cevap
  2. B
    A Lookup relationship between Account_Plan__c and Subscription__c is sufficient to build Roll-Up Summary fields.
  3. C
    Subscription__c must have specific Record Types assigned to enable roll-up capabilities on the parent object.
  4. D
    Dynamic Forms must be configured on Subscription__c to allow field aggregation on Account_Plan__c.

Cevap

A Master-Detail relationship must be created where Account_Plan__c is the master object and Subscription__c is the detail object.
Native Salesforce Roll-Up Summary fields can only be created on the parent object when a Master-Detail relationship links the master object to the detail object.

Adım Adım Çözüm

1
Identify the required declarative calculation feature
The requirement specifies creating a native Roll-Up Summary field on the parent custom object (Account_Plan__c).
Roll-Up Summary fields aggregate data automatically from child records.
2
Determine relationship requirements for declarative roll-up summary fields
Standard Roll-Up Summary fields can only be created on the master object of a Master-Detail relationship.
Salesforce native roll-up functionality relies strictly on the tight data binding provided by Master-Detail relationships.

Anahtar Kavram

Roll-Up Summary Relationship Requirements
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