What is Master Detail & Lookup relationship in Salesforce? | Different Types of Relationship Fields
In this video, Shrey explained different types of Relationship fields that we have in Salesforce:
- What is Master-Detail relationship in Salesforce and when to use it?
- What is Lookup relationship in Salesforce and when to use it?
- What is Hierarchal relationship in Salesforce and when to use it?
- What is Self relationship in Salesforce and when to use it?
This is part 2 of the relationship videos, find the link to other parts below.
Understanding Relationships in Salesforce (Basic) | How relationship works in Salesforce
• Understanding Relation...
Many to Many relationship:
• How to implement many ...
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Shrey is a Chief Executive Officer at Cyntexa which is considered as one of the top Salesforce Consulting Partner in USA, UK, UAE, Australia, Singapore & India having a vibrant team of 100+ certified Salesforce experts which include developers, architects, consultants, administrators, and MVPs.
Shrey took Cyntexa from 5 to 100+ people in less than 1.5 years while multiplying the revenues by 8 times. Shrey has been an entrepreneur since the age of 13 as he was buying and selling stuff and making money in the school itself. Shrey is the Youngest Salesforce MVP in the world who firmly believes in providing value to the people and building long term value-based relationships. His mission is to disrupt the way professional technical services are delivered by bringing back the empathy for the end-user rather than being operational and transactional.
Shrey is popularly known as Salesforce Hulk in the Salesforce ecosystem as he was the first one to start creating videos on Salesforce on his KZread channel named as Salesforce Hulk and that too at the age of 19. Shrey is also the founder of S2 Labs which is a Salesforce Training Company, being the 1st one to start Salesforce training in Rajasthan, India, and currently selling his courses worldwide. Shrey is also a marvelous speaker who actively presents on topics that revolve around Salesforce and Entrepreneurship in various worldwide conferences. Shrey has also been a Judge in multiple technical and business hackathons organized by the Government of India like Smart India Hackathon.
Shrey is a leader with out of the box thinking who emphasizes not only on hitting the sales targets but also on providing an amazing experience to the customers as well as employees. Shrey believes in building a team with strong values, ethics, and behavior which leads to the amazing culture at Cyntexa.
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Пікірлер: 142
I dont usually comment but for you I have to say, you are by far one of the best resources I’ve been able to find for Salesforce on KZread. I say the following with nothing but respect and appreciation for that you do.
I have to say, you are by far one of the best resources I’ve been able to find for Salesforce on KZread. I say the following with nothing but respect and appreciation for that you do. Do you happen to have any of what you go over written out somewhere or possibly can have closed captions created for your videos? Thanks, and keep up the great work!
Man you are helping me learn waaaay better than other tutorials and online resources.
I watched 10 more vids on this topic before you explained it really well to me .... many thanks ... you are truly a SF Hulk! ...
Just my favorite Salesforce instructor, keep going with your amazing work! We really appreciate it
@SalesforceHulk
2 жыл бұрын
Thanks a lot, Ana. Means a lot 🙏🏻😊
Your videos are the best! Very helpful to understand the concept. Please upload more videos. Thank you very much for your work.
This was SO helpful!!!
As a fresher I had got better understanding in your videos compare than other salesforce videos on youtube. Keep doing.
@SalesforceHulk
Жыл бұрын
Glad to hear that!
You are one of the best tutor. Simple and efficient
Thanks for clearing the concept.
Very useful explaination ! Thank you !
I guess this is the 1st video i watched on KZread with 10k view & " ZERO " DISLIKES. Of course you are a SALESFORCE HULK..... 🙂🙂
This is so logical way of teaching.... Best video
Hi Shrey, You are explaining the concept in a very very amazing way. Though I am not from IT background but still able to understand the topic completely. Thumbs Up Man!
@SalesforceHulk
3 жыл бұрын
Glad it help you.
Great video as always..
I am late to the party, but thank you so much for your helpful info! This was very concise, understandable, and straight to the point.
@SalesforceHulk
10 ай бұрын
Glad to know that !
You said in the video that you are demonstrating Master-detail, Lookup, Self-relationship and then you trimmed that part. As a result, I had to find those examples outside. Otherwise, the explanations are really good.
@manikusha4133
5 жыл бұрын
yes we need practical example , please attach with here
@bilagisk
4 жыл бұрын
Yes please attach practical video ..don't trim it..
@Sri-dn1vz
4 жыл бұрын
He said "what is master detail and lookup" but now how it is implemented. "You have to read the requirement and understand every word of it before implementing"
Great tutorials
You deserve millions of subscribers.....u r literally the BEST teacher in salesforce..Love you Shrey :* :P
Excellent explain👍
That was fun to watch.
Very clear explanation
Excellent .............................. sir
Doing my Admin Certificate exam tomorrow and your videos have been super helpful. Thank you!
@SalesforceHulk
3 жыл бұрын
Glad to hear that, Jennifer!
You have explained concept very clearly.Thank you for that.Can you please show us that with example about Look up and master detail and also how to convert from look up to master detail and vice versa.I have seen in your other video that you respond to comments also and made a video for page layout
Can you please share the video where you have implemented these relationships in the org.
Thanks for better explanation :)
Finally i found best teacher in salesforce
Please add your explanation for Direct and Indirect Relationship which will cover all relationships in Salesforce
Thank you so much for the detailed explanation!
@SalesforceHulk
Жыл бұрын
You're welcome.
Nice sir
salute hai bhai aapko 10 din se pareshaan tha 10 min me samajme aagaya
@SalesforceHulk
Жыл бұрын
Glad you liked it !
The explaination was too good.But just wanted to add 2 more points in master-detail relationship:1.An object can have only 2 master-detail relationship with other obj 2.Roll-up summary field can only be created if master-detail relation is present..
@saladina2472
3 жыл бұрын
Thank you.
@praswanthreddy8673
2 жыл бұрын
Worth mentioning points 🎉. Thank you
I love your energy level bro , It keeps the video lecture live and interesting. I also go through other YT tutorials but , within few minutes I am getting boared and feeling lazy. But it's not the case here.
@SalesforceHulk
10 ай бұрын
Thank you very much for your wonderful words! And we're glad that you're enjoying our tutorials.
I really appreciate you on your crystal clear explanation 👍
@SalesforceHulk
2 жыл бұрын
Glad it was helpful!
Nice Shreya deep information.... All clear about relationship in SF
@SalesforceHulk
Жыл бұрын
Glad you liked it
Thank you. Information is crisp and clear. Thank you very much 🙏
Very good ❤️
Thanks buddy.. u cleared the concept
@SalesforceHulk
3 жыл бұрын
Anytime!
This video was so helpful ....
@SalesforceHulk
3 жыл бұрын
Thanks alot.
Hi! Shrey please explain the External lookup & Indirect lookup also...
Please upload more videos about app builder exam related topics 🙏🏾
I'm your new subscriber...I just started with Salesforce. I want to get certified in a basic level certification firstly...which one to get certified for a beginner and can u have some latest dumps from you that supports certification
nice explanation. find it very useful. just one thing to ask is the demo in org where you can show by navigating the points that you have explained, is missing in this video. How do we access that, if you can suggest please.
Excellent explanation !! but why the part where you showed the practicals in salesforce was cut ?
Best explanation man.......
@SalesforceHulk
3 жыл бұрын
Thanks
Used this to revise Salesforce concepts. Thanks !
@SalesforceHulk
Жыл бұрын
you're welcome
@vrushabhkhot4688
Жыл бұрын
Hi are you working in salesforce?
Long term fan boy for salesforce hulk❤️
@SalesforceHulk
3 жыл бұрын
Thanks
Great job hulk. Your videos are are very simple to understand about the concept. Can you please videos on triggers and test classes?
This guys explain well,
@SalesforceHulk
11 ай бұрын
Glad you found this video helpful !
Please make videos on triggers and test classes
It could be great if you covered the sharing setting of master-details (read / Read&Write) settings.
Good bro You are explain cocept easy understandable but could u give the demonstration real time working
True , I don’t see a video implementing the concepts on the org I.e hands on
@vijaykumar-ut1ze
3 жыл бұрын
yes..there is no video seen for the org
Hello Hulk, Thank you for the detail explanation, but I still have a question on "Hierarchical relationship" . As it was defined "A self relationship on the user object". Please explain more about USER OBJECT. Pleasure meeting you.
@sachinrnayak3420
3 жыл бұрын
Hi rakesh, As Salesforce provide some Standard Object such as Account, Contact, Lead and many more, Salesforce also provides us the standard object called User object which store the data of the user in Salesforce. Each time a User is created means a record is created in User objects.This also contains the community user records.
What about a case where Branch, Sections, Student and Teachers are involved. What all relationships should be used? In addition to Master detail for Branch and Student.
Could you please turn on CC on your videos ? Thanks
In that case, Parent Account field on Account object is the example of Self relationship?
1st view
is it possible to convert master detail into lookup relationship without removing roll-up summary fields?
7:21 - 7:41 The point about 'Lead or User' can somebody please explain that to me. He said in the video "Lead or User can never be at the master side and standard obj. can never be at the detail side" in one statement which I did not understand.
no org implementation. Can you please share them ?
Detailed explanation is gud.. but it would be better if showing example in Salesforce
Brother it seems redundant but you are master....
so standard objects lead or user can be on the detail side of a master-details relationship. ?
@sachinrnayak3420
3 жыл бұрын
No, standard objects cannot be on the detail side of the master detail with custom object in the master side. If a custom object is on the master side and in the detail we cannot have standard object. Standard object in detail side is only applicable if the standard object is in the master side too.
Hey Hulk can you explain relationship between account and a contact. Some times it seems to be like a lookup and some times it seems to be like master detail relationship. But, In your video you explained that Standard objects can never be on Detail side of MD relationship.
@SalesforceHulk
5 жыл бұрын
Nice question! The relationship between Account and Contact is lookup with cascade delete where contact has its own owner field and its own properties but whenever the account is deleted all of its associated contacts also gets deleted.
I am not able to undertake org ...pls explain it
Hi shrey....is master detail field same as foreign key field that we use in relational databases?
@sachinrnayak3420
3 жыл бұрын
Yes it's a bit similar Master-Detail Relationship in Salesforce is a parent-child relationship in which the master object controls certain behaviors of the detail object. When a record of the master object is deleted, its related detail records are also deleted.
It would be really great if you could turn on close captioning. :)
Why lead and User object can not be on Master Side? Please some one explain
This guy is amazing .. haha
@SalesforceHulk
2 жыл бұрын
Thanks man!
Can we convert look up to master detail? and what if we create MD after we are have some records in the object?
@sachinrnayak3420
3 жыл бұрын
Yes we can convert lookup to masterdetail, but we have to make sure that there must be a value in the lookup field on all the records. So then only we can convert lookup to masterdetail. You cannot create a new Master-Detail relationship on an existing custom object if records already exist. When we try to create Master Detail relationship usually the above error will not be displayed before creating any records in Child Object.
I subscribed udemy to learn, but i come back every time to your video. I wasted my money
@SalesforceHulk
3 жыл бұрын
Hahahahah! Glad you liked my Content.
Thank you , it was very helpful.
@SalesforceHulk
3 ай бұрын
Glad it helped!
Can we create self relationship for master-details if not then why we can't?
@sachinrnayak3420
3 жыл бұрын
Hi gunjan, By definition, a Child record requires a Parent record. By allowing a record to be M-D to it's own type, you'd create an infinite loop of parent-child records.
Please tell me where is the video that you have created the relationships in Org please, the video clip is missing in this.
@SalesforceHulk
Ай бұрын
You can refer to this video :- kzread.info/dash/bejne/gXaipqqGoKa4aNY.htmlsi=zBpjZL4gVbcOxGY1
where is the org part of creating relationship???
who is the owner of the record if convert master detail relationship to lookup relationship ?
@sachinrnayak3420
3 жыл бұрын
Owner of the record remains the same
Hi, Why cant we have a relationship between account and contacts ?
@SalesforceHulk
4 жыл бұрын
Coz there is already one. 🤓
Why is that standard object cannot be on detail side? Please explain.
@sachinrnayak3420
3 жыл бұрын
Hi hareesh, However, the standard object cannot be on the detail side of a relationship with a custom object. Its data can appear as a custom related list on page layouts for the other object. Many-to-many, You can use master-detail relationships to model many-to-many relationships between any two objects.
I want some guidance about dev 402 certification
@SalesforceHulk
5 жыл бұрын
let me know how I can help
@kesanakarthik
5 жыл бұрын
Is dev402 is enough to get job
@kesanakarthik
5 жыл бұрын
Which companies are hiring through salesforce for engineering graduates
where is the implementation of these relationship of this video?
is it 'Branch has a lookup relation to Student' OR 'Student has a lookup to Branch' .. how to read it correctly?
@SalesforceHulk
Ай бұрын
It depends on business to business, there could be multiple student in a single branch, and one student can also take multiple branch( special case ) .
Bro, Why didn't u showed it on orgs as u were talking
Y don't you show how to do master detailed relationship on system ?
@sachinrnayak3420
3 жыл бұрын
It's very easy. Click on the gear icon, select setup, click on object manager, select the object, select fields and relationships, on data type select master detail and then you can proceed creating master detail relationship
Hello shrey sharma How are you doing? Need a favor from you please help me on a question How do we explain in an interview - Explain me about your project ? (need a detail explanation please) I am looking for a project explanation on salesforce developer/admin (7+ years of exp and lightning added to it) as my latest project is on Hotwire Communication's i would really appreciate once you share your knowledge ASAP TIA.
@rocking6431
5 жыл бұрын
Hi shrey sharma, I was actually waiting for your response can you please help me out for the project explanation im in urgent need. i just need general project explanation that how to explain to the interviewer it is an in-house project of 7+ years as i said and what salesforce admin/developer role plays in this position for Hotwire telecommunication company. can you please send it to my email id- rocking462@gmail.com I really appreciate your response. will be waiting for your reply. TIA
Hi
@annapurnamishra7191
5 жыл бұрын
Hello sir , Your explanation is really good thanku so much all the doubts are cleared
so User or Lead objects can never be neither; master nor child ?
@sachinrnayak3420
3 жыл бұрын
Correct
Explanation non linear way is bit confusing, so go on straight explanation.
1 more important point: If you create a record in child and then associate it with a master, we can't do that. We will always first create relationship between objects and then fill records in child. But, if we mistakenly create record first before creating master-detail relationship and want to establish master-detail, we must first join the objects via lookup relationship and then convert that relationship to master-detail.
@SalesforceHulk
4 ай бұрын
Yes, you are right, but what is your question?
@asheesh857
4 ай бұрын
@@SalesforceHulk I was just contributing a point from my end which I learnt while preparing for interviews. I am giving some Salesforce developer interviews now and watching your tutorials helps me to prepare for them. They are very well explained and concise. Thank you for that.
@sahanakgouder4393
3 ай бұрын
do you know any good resource for Salesforce devops?
Hi sales force hulk plz plz 🙏🙏🙏 I request u to teach and explain slowly. u are always explain like a express train. see all kinds of people will be watching ur video like freshers, and who have language problem of English so to reach everyone please go little slow.
In hindi plz
after watching this video the knowledge i have on this topic is gone. the way of explaining is more confusing, please try to explain with clear examples. its seems like you are just saying what you recited.
@SalesforceHulk
24 күн бұрын
Thank you for your feedback. We're sorry to hear that the video was confusing for you. Could you please let us know which parts were particularly confusing? Your input will help us improve. Thanks for watching!