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Post By Admin Last Updated At 2020-06-15
Salesforce Relationships

In salesforce tutorial, we will now discuss about salesforce relationships. So now, let us start with

what is a relationship?

A relationship is a connection between the different objects in each other to replicate the real-life scenario (or) a business process.

Salesforce supports three types of relationships. These are

One- Many

Many - Many


So let us discuss one by one in detailed.

One- Many :

In this kind of relationship, one object has a relationship with many other objects. It just like a parent has many children. Here all relationship must be established w.r.t child objects. In simple words, a child object tells itself their parent. Salesforce supports One-Many relationship in two ways:

lookup relationship

Master-detail relationship

so now, let us discuss more regarding this elaborately:

Look up the relationship:

In this relationship, the child object represents the parent. Here, the parent object does not have a dependent relationship with the child object. i.e if the user/ developer deletes the parent object, the child object still exists. Moreover, the relationship will always be created on the child. Besides, it allows a maximum of 40 lookup child relationships. And it has a no impact on deletion. So now let us create a relationship between the Contact and the load process. So follow the step to establish the relationship

step -1 :

Select the application and click on the object that you want to create a relationship. Now from the quick menu access, click on the View Fields  and click on NEWSalesforce Relationships

Step - 2:

Select the Lookup relationship from the data type list and click on Next.

Step - 3 :

since we have gone through from Bank Processes the child object will be Bank processes by default. And we need to select the Parent object ( Contact). So in this step, we need to relate this object to Accounts. So from the objects click on Contact and Click on Next.Salesforce Relationships

step - 4 :

in this step, give the field label as contact and click on Next.

Step - 5 :

Here, like in other sections we provide the visibility permission to the end user. Now I would like to give the visibility permissions to all the people and click on NextSalesforce Relationships

step - 6 :

Click on Next.Salesforce Relationships

Step - 7 :

click SaveSalesforce Relationships

Step - 8 :

Finally, you will be entering into the following ScreenSalesforce Relationships

So if you have observed the above screenshot, besides contact we can observe the lookup. Since now we do the operations in Banking process, we can say that it is the child of Contacts.

And if you succeed in all those steps, then you are well done in establishing the Lookup relationship. I hope you people were in these steps . and if you are lagged anywhere feel free to catch me at Salesforce Online Education.

And before going further, we will now discuss,

look up disadvantages:

It does not have any strong bonding

If the parent record is deleted, no impact will be found in the child record

so now let's move forward in One - many relationships.

Master-detail relationship:

This relationship is unlike the lookup relationship. Here, there is a strong bonding parent as well as the child. So in this case, if the parent record deleted, the child record will automatically get deleted. Moreover, for each object, it allows a master child relationship. Furthermore, these records do not have any ownership. But it takes the parent owner as its owner. Moreover, we can create the relationship if the object does not have any data. if it does not have  Besides Rollup summary (RUS) fields are also created on master records. So now let me explain you this relationship between the account and the bank process.

So to create this relationship, follow the steps shown below.

step- 1 :

In your application ( Banking), select the quick view section. And from there click on fields and then select NEW.

Step - 2:

In the step select the data type as master Detailed and then click on Next.Salesforce Relationships

step - 3:

In this step, Select the parent object as Account and click on Next.Salesforce Relationships

Step- 4 :

Copy the Field label to the Field name. Besides select the access level of the parent as well as the child records. And as of now, I would like to provide the Read-only access to the fields. It means it allows the user to have the Read-only access on the master table. But have edit permission for the Child records. And finally, click on Next.Salesforce Relationships

Step - 5 :

click NextSalesforce Relationships

step- 6 :

click NextSalesforce Relationships

Step - 7 :

Click on save.Salesforce Relationships

Step - 8 :

And at this place you will be finding an error like thisSalesforce Relationships

So have think why we have struck up with this problem?

If you are careful with the text that I have given above, you people would definitely get an answer. Anyway, I will explain to you the answer.

As said you earlier, it accepts two objects. Since we have already created two objects, it does not allow us to create further. So at this time, we have 3 options

option -1:

Delete all the objects if is not important. So that we can create the relationship. Since here our application is a test .we can remove all the previously created objects. And as of now, I'm opting this option.

But this method is suggested for the freshers, but we cannot perform the same in real time scenarios.  So  in real time, we need to opt one of the following methods

Option - 2 :

Take a back up of all the records and save it on your local disk. ( you can use any data loader tools)

Delete the records from the organization

Create a Master detail relationship and insert the records into the Org.

Option - 3 :

Create a lookup

Convert the look up  to master details ( But you must follow the steps in option -2 )

Note :

You can expect the question of look up and Master-detail relationship in Salesforce administrator certification.

So let us differentiate these two  Relationships.

Look upMaster-Detail
Each object allows 25 – 40 lookup fieldsEach object allows 2 master detailed relationships
Fields are optionalFields are mandatory
The object has an owner fieldsThe object does not have an owner field
The child has independent sharing and securityThe child is always dependent on the parent. i.e if the parent record has deleted , child record gets deleted automatically.
It does not contain the roll – up summary fieldsIt contains the roll-up summary fields

So now let's move to

What is the roll-up summary?

In a related list, a roll-up summary determines the values of the related records. Besides, we can create a roll-up summary to display the values of the master record based on the field values in a related record. Moreover, to implement this in your application, one should remember the record must be related to MDR.

So now we will see

How to implement the Roll up summary?

To implement the roll-up summary people should remember that, this option will be visible in data types on the Master fields.  So switch the master object ( Account) and follow the steps given below.

Step - 1 :

On the Master ( Account), switch to a quick view. and from the View fields, click on NEW.Salesforce Relationships

Step - 2 :

Select the data types as Roll-up summary and click on Next.Salesforce Relationships

Step - 3 :

Give the field label and Field name. (Both must be same) and click on NEXT.Salesforce Relationships

Step  - 4 :

Since the master object is Account, so we must select the child account from the drop-down list. since we know the child object as Bank processes. And select the Roll - up type. Besides this allows to you select the roll-up types for all the records,  (or) allows you to select the roll type for each field. But as of now, I would like to select the roll-up type for all the types. and I would like to set up the roll-up types as Count and select NEXT.Salesforce Relationships

Step - 7 :

In this step, assign the visibility permission of the user. Here I would like to make the visibility to all the people and click on Next.Salesforce Relationships

step - 8 :

Click NextSalesforce Relationships

Step - 9 :

And you can check  field in the Account objects  as shown belowSalesforce Relationships

So we have successfully created the  Roll up a summary. And we can check the field count at the Bank process.Salesforce Relationships

So now we will move further in the salesforce tutorial.

Many - Many Relationships :

Till now, what we have seen in one- one relationship. This is acceptable in some cases. But there are some cases,  where one option needs to interrelate with one another.

For an example consider a case of JOB posting. A job usually consists of several kinds of posts. It may be of the developer, administrator, team leader, manager and so on. And the HR usually posts this vacancy in multiple web sites like Naukri, Monster,  indeed, etc.  It means a single job vacancy will be published by different job posting websites and likewise, one job portal will post all the different jobs of the company.  So, in this case, each object has a relationship with another. And this is the best example of many -many relationships. And it allows you to create a Master - child relationship between the objects.

.So let us apply the same thing practically.

Step - 1 :

 As said above,  we need to create three  fields named positions and Employment websites 

And you can create this as explained in the  Salesforce Objects. So soon after that, your account will be as visible as shown belowSalesforce Relationships

step - 2 :

So soon after the object's creation, we must create the add records in those objects. And you can do this as shown below by clicking NEW.Salesforce Relationships

So soon after this, your screen will be visible as follows:Salesforce Relationships

Step- 3 : 

And you can perform the same in employment Websites too.Salesforce Relationships

So now need to connect these two objects. And we can do this as follows

It is similar to the tab creation. Since a connection does not require a tab to be created, we do not need to check the launch custom tab from the object creation objects. And the rest is similar to  other tab creationSalesforce Relationships

So a junction object has been created as shown belowSalesforce Relationships

So since a junction has been created, now its time to create a relationship between them. And we can create by clicking on NEW from the Custom Fields and Relationships.

step - 4 :

Select the Data type as Master-detail relationship and select the relationship to the positions. Besides, enable the child records can be re-parented!  and click on Next.Salesforce Relationships

step - 5 :

Click on NextSalesforce Relationships

step - 6 :

Click on NextSalesforce Relationships

step - 7 :

click on saveSalesforce Relationships

Similarly, Create another object with the name for Employment Website. Soon after the creation, you will be entering into the following screen.Salesforce Relationships

So till now created a junction between the object. So we will create fields and then check the relationship between them. Follow the steps below to establish the relationship between the objects.

step - 1 :

click on Positions objects and select any one of the positions that we have given previously. As of now, for example, I would like to give Salesforce Administrator for the job posting.Salesforce Relationships

Step - 2 :

Click on Job posting (SalesForce Administrator)  and navigate to the job posting and click on New Job posting Salesforce Relationships

step - 3 :

Since we have gone through the position object, the position will be taken default. And we must provide any meaningful name for the job posting name and the Employment website and click on SAVE and NEW.Salesforce Relationships

Likewise, post the same vacancy in other job posting too.

step - 4 :

Visit Employment Website and select on the website (for an instance Naukri) and post different vacancies that were given in the Position object. And if you navigate to  Job posting column in the position object you will be finding a position by default. It indicates, that a filed has been already in connection with this object. This can be found as shown below.Salesforce Relationships

step - 5 :

And you can check the created position from Position object too.Salesforce Relationships

So likewise, we can establish a many - many relationships between objects. So now let's move on to the

Hierarchical Relationship:

It is a special lookup object available for the user object. It is used to associate one user with another. These are usually based on super ordination and subordination.  Here the super ordinate term represents the class (or) the whole and the subordinate term represents its members (or) parts. And you can implement this as sown below:

step - 1 :

From the application ( banking) click on Set up. From the left search bar click on users. So once you have typed, you will be finding Fields under USERS.So once clicked, you will be finding NEW under user custom fields.Salesforce Relationships

step - 2 :

Here you need to select the data types as Hierarchical Relationship and click on NEXTSalesforce Relationships

step - 3 :

Provide the field label and the Field name as Manager. Besides, give the child relationship as My team and click on Next.Salesforce Relationships

Step - 4 :

Select the visibility permission of the user. As of now, I would like to make visibility for all the people and click on NEXT.Salesforce Relationships

step - 5 :

Click SaveSalesforce Relationships

step - 6 :

And finally, you will be finding the field as shown below.Salesforce Relationships

So like this, you can create relationships. Click  the link to know more on relationships in salesforce