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CRT-211 · Question #150

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…

The correct answer is D. Create a master-detail relationship on the Payment with a Roll-up Summary field on the Invoice. 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…

Data Management

Question

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?

Options

  • ACreate a lookup-relationship on the Payment with a Roll-up Summary field on the Invoice.
  • BCreate a lookup-relationship on the Payment and a workflow cross object field update.
  • CCreate a master-detail relationship on the Payment and a workflow cross object field update.
  • DCreate a master-detail relationship on the Payment with a Roll-up Summary field on the Invoice.

How the community answered

(41 responses)
  • A
    12% (5)
  • B
    7% (3)
  • C
    2% (1)
  • D
    78% (32)

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.

Topics

#master-detail relationship#roll-up summary fields#custom objects#parent-child relationships

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