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

  • @gromstoso
    @gromstoso Жыл бұрын

    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

    @Rotive

    Жыл бұрын

    Thanks so much! I appreciate that.

  • @wrems77
    @wrems773 ай бұрын

    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

    @Rotive

    3 ай бұрын

    Thank you for the comment. This is right! Really good point to add.

  • @vishnuvardhan2128
    @vishnuvardhan21282 жыл бұрын

    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

    @Rotive

    2 жыл бұрын

    Our pleasure! Glad you found them helpful.

  • @ArashaSP
    @ArashaSP6 ай бұрын

    This is a great series! You explained this better than Trailhead.

  • @Rotive

    @Rotive

    5 ай бұрын

    That's very nice. Glad it was helpful!

  • @ellahyaismail8409
    @ellahyaismail8409 Жыл бұрын

    your vids r helpful keep up

  • @Rotive

    @Rotive

    Жыл бұрын

    Glad you like them!

  • @ramyak7148
    @ramyak71482 жыл бұрын

    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

    @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?

  • @mesutsahin7108
    @mesutsahin710811 ай бұрын

    thanks brian

  • @Rotive

    @Rotive

    10 ай бұрын

    You're welcome! Let us know if there's anything else you'd like us to cover 😊

  • @ashishkhandelwal3081
    @ashishkhandelwal3081 Жыл бұрын

    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

    @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

    @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

    @Rotive

    Жыл бұрын

    Oh wow. That’s good to know. Thanks for sharing!

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