Master-Detail Relationship in Salesforce
On a detailed level, Salesforce works with objects and fields. If we dive deeper, we learn that the Salesforce data model also works with different types of relationships.
Salesforce Object relationships are needed when you want to connect two objects in relation to each other.
So what is master-detail relationship in Salesforce and where does it fit? Well, it’s a one-to-many relationship used to link objects in Salesforce. This type of relationship is a parent-child one.
In the master-detail relationship, the master record will command the detail and subdetail data behaviors.
When you set up a two-object master-detail relationship in Salesforce, you can run processes over that entire relationship, affecting master, detail, and subdetail records.
Remember to configure a master-detail relationship before adding data to a custom object.
How to Create a Master-Detail Relationship in Salesforce?
If you are ready to create master-detail relationships in Salesforce, lookup these relationship behaviors that could occur. We have provided you with a few common ones related to deleting master-detail relationships.
- When you delete a detail record, it will automatically transfer to your Recycle Bin. However, Salesforce will keep the master record as is.
- When you delete a master record, your related detail and subdetail records will also be erased.
- You can restore a deleted detail record from your Recycle Bin individually.
- If you restore a deleted master record, this action will also revive its related detail and subdetail records.
- Be cautious with deleting detail and master records separately! You cannot restore a detail record if its master record was deleted.
Frequently Asked Questions
What are the limitations of Salesforce Master-Detail relationship?
How many master detail relationships are allowed in Salesforce? Be aware of the Salesforce master-detail relationship limits:
- Objects can only have 1 or 2 masters.
- You can only have 8 details in the relationship.
- You can have 2 master-detail relationships with 40 relationship fields.
Endless Salesforce Solutions
Thanks for exploring master-detail relationships in Salesforce with us. Whether it’s to look up a relationship in Salesforce or understand the Experience Cloud better for automation, Titan is here for it.
We have a solution for every Salesforce use case. So, if you want a no-code Salesforce platform to extend your digital experiences, contact us through one of our social media channels below.
We hope to see you soon!
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.
You might be interested in
Writing Your First Notarized Letter Like a Pro
How to Remove Track Changes in Word
Signee Vs. Signer Vs. Signatory: What are They?
All-in-One Web Studio for Salesforce