Question 1
AdvancedData Modeling/Database Design · Given a scenario, recommend approaches and techniques to design a scalable data model that obeys the current security and sharing model.
A global financial services firm is architecting a Salesforce solution to manage high-net-worth individual (HNWI) client relationships. The data model requires a 'Financial_Account__c' object to store sensitive account details, which must be linked to the 'Account' object representing the client. The security team mandates that access to 'Financial_Account__c' records must be strictly controlled; sharing rules should not automatically grant access based on the parent Account's ownership. However, for reporting purposes, the system must support roll-up summaries of 'Total_Assets__c' on the Account record. Which data modeling approach satisfies these conflicting requirements?
Answer and explanation
Correct answer: B
A Master-Detail relationship forces the child record to inherit the sharing settings of the parent, which violates the security requirement that access be strictly controlled independent of the parent Account. Standard Roll-up Summary fields are only available on Master-Detail relationships. Therefore, to satisfy the security requirement (Lookup relationship for independent security) and the reporting requirement (Roll-up), the architect must use a Lookup relationship and implement the roll-up logic via a Trigger or Declarative Flow.
