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Salesforce Exam CRT-403 Topic 8 Question 41 Discussion
Topic #: 8
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.
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