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Question 189 - Certified Advanced Administrator (CRT-211) discussion

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The accounting team at Universal Containers is looking to roll out two new custom objects: a parent Invoice object and a child Payment object. Whenever a Payment record is created, the Invoice object should be updated to reflect the current outstanding value of the Invoice.

What should the administrator do to build this functionality?

A.
Create a lookup-relationship on the Payment with a Roll-up Summary field on the Invoice.
Answers
A.
Create a lookup-relationship on the Payment with a Roll-up Summary field on the Invoice.
B.
Create a lookup-relationship on the Payment and a workflow cross object field update.
Answers
B.
Create a lookup-relationship on the Payment and a workflow cross object field update.
C.
Create a master-detail relationship on the Payment and a workflow cross object field update.
Answers
C.
Create a master-detail relationship on the Payment and a workflow cross object field update.
D.
Create a master-detail relationship on the Payment with a Roll-up Summary field on the Invoice.
Answers
D.
Create a master-detail relationship on the Payment with a Roll-up Summary field on the Invoice.
Suggested answer: D

Explanation:

Creating a master-detail relationship on the Payment with a Roll-up Summary field on the Invoice will build this functionality. A master-detail relationship creates a parent-child relationship between two objects, where the child records inherit the sharing and security settings of their parent. A Roll-up Summary field calculates values from related child records, such as count, sum, min, or max. In this case, the Roll-up Summary field on the Invoice can calculate the sum of all Payments related to it and subtract it from the Invoice amount to get the current outstanding value.

Reference: https://help.salesforce.com/s/articleView?id=sf.relationships_considerations.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fields_about_roll_up_summary_fields.htm&type=5

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asked 23/09/2024
Gerrit Struik
54 questions
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