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?
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.
Lindy
5 months agoLawrence
4 months agoCrista
4 months agoMerilyn
4 months agoVirgie
4 months agoDylan
4 months agoOllie
5 months agoAllene
5 months agoAriel
5 months agoPaul
5 months agoLauran
5 months agoNoe
4 months agoAretha
5 months agoTrinidad
5 months agoJesusita
5 months agoMilly
5 months agoBarney
5 months agoSean
5 months agoIzetta
5 months agoChantell
6 months agoAntonette
6 months agoKing
6 months agoNieves
5 months agoDorthy
5 months agoJohana
6 months agoDorathy
6 months ago