When to Use a Master Detail Relationship in Salesforce
Ғылым және технология
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Learn when to use a master-detail relationship in Salesforce.
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Пікірлер: 18
People often compliment me on my Salesforce training soft skills, but Mr. Hays here deserves a medal. Straight to the point presentation, real life examples. Congratulations!
@Rotive
Жыл бұрын
Thanks so much! I appreciate that.
Great as always. Just to add, in a master-detail relationship, deleting the parent record also deletes the child records, preventing any orphaned records. However, in a lookup relationship, deleting the parent won't cascade delete the child records.
@Rotive
3 ай бұрын
Thank you for the comment. This is right! Really good point to add.
I didn't do any certification but to be honest ur videos helped me alot to know precisely about Salesforce admin 💯😊 Thanks for the knowledge ❤️
@Rotive
2 жыл бұрын
Our pleasure! Glad you found them helpful.
This is a great series! You explained this better than Trailhead.
@Rotive
5 ай бұрын
That's very nice. Glad it was helpful!
your vids r helpful keep up
@Rotive
Жыл бұрын
Glad you like them!
Hi, Bryan. I have a question. As per the example provided by you in this video, if I go to the Oppty object and try to create a New field, I do not have the option to create a Master - Detail Relationship. I just have two options - Lookup Relationship and External Lookup Relationship. Can Master-Detail be created on Salesforce standard objects?
@Rotive
Жыл бұрын
Hi Ramya, great question. Unfortunately, you cannot create master-detail relationship fields on Standard Objects. In my example, you would create the master-detail relationship on the custom Invoice object and the Opportunity object would be the master. You always add that field to the Detail object. Does that help clear it up?
thanks brian
@Rotive
10 ай бұрын
You're welcome! Let us know if there's anything else you'd like us to cover 😊
Great and to the point explaination. I just bumped on this video while searching for " How to update the Master field Data on Detail record". Unfortunately, it is not possible and Delete and insert is the only left option. BTW.. Keep it up,.
@Rotive
Жыл бұрын
Ashish. It is possible to "reparent" a detail record. You just need to make sure that the master-detail field settings have that option enabled. It's a checkbox labeled "Allow Reparenting". This might only be available for custom master-detail fields though.
@ashishkhandelwal3081
Жыл бұрын
@@Rotive : Thanks for your reply Rotive. All sorted.... I did enabled it but my attempt gt failed as I was trying immediately after enabling it. It took few moments( may be couple of minutes if not seconds) for the setting to be effective.
@Rotive
Жыл бұрын
Oh wow. That’s good to know. Thanks for sharing!