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Question 282 - Certified Platform App Builder discussion

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Northern Trail Outfitters wants to change a master-detail relationship on

Account to a lookup relationship with a custom object Park. The app builder tries to reconfigure this but is unable to do so.

What could be causing this?

A.
The Account is included in a flow process on the Park object.
Answers
A.
The Account is included in a flow process on the Park object.
B.
The Park object needs at least one Master-Detail field for reporting.
Answers
B.
The Park object needs at least one Master-Detail field for reporting.
C.
The Account record includes Parks roll-up summary fields.
Answers
C.
The Account record includes Parks roll-up summary fields.
D.
The park records have existing formulas on the Account.
Answers
D.
The park records have existing formulas on the Account.
Suggested answer: C

Explanation:

When attempting to change a master-detail relationship to a lookup relationship, Salesforce imposes specific restrictions to maintain data integrity:

C . The Account record includes Parks roll-up summary fields. Master-detail relationships allow roll-up summary fields to aggregate data from child records onto the parent record. If any roll-up summary fields are present on the master object (Account in this case) that depend on the detail records (Parks), the relationship cannot be changed to lookup until these roll-up summary fields are removed.

To resolve this, follow these steps:

Identify and delete all roll-up summary fields on the Account object that reference the Park object.

Convert the master-detail relationship to a lookup relationship.

Recreate any necessary roll-ups using declarative tools like Process Builder or Flow if needed, as lookups do not support native roll-up summaries.

For more guidance, review Salesforce's documentation on Changing Field Types.

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asked 23/09/2024
Gary Corley
38 questions
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