A Lookup relationship involves finding value of a field supported the worth in another field in another object. it’s mostly utilized in the case of commonly shared data between two objects.

Example

In the courier company, we’ve a delivery location which must be associated with a delivery schedule. So, we’ve a field “Delivery Schedule” within the object Delivery location that appears up for values from the opposite custom Object named “Delivery Schedule”. allow us to now see the steps to make such a lookup relation.

Step 1

First, we identify the objects and therefore the fields which require to possess the connection. In our example, these two objects are Delivery Schedule and Delivery Location.

Step 2

Create a Custom Object named DeliveryLocation as we did within the previous chapter. In it, attend the tab fields and relationships. Click New → Custom Filed → Lookup Relationship. Choose the sector type as lookup field and enter the small print as shown below.

Step 3

You can verify the lookup relationship created by getting to the schema builder and selecting the 2 objects for display.

Salesforce – Schema Builder

The various objects and their relationships of a Salesforce application are often easily viewed using the Schema builder. And just not viewing, but we will also design, modify and implement new data models using schema builder.

Schema builder features a drag and drop interface which is employed to perform all the activities. It shows all the relevant details like – field values, data types, relationship with directions etc.

Accessing Schema Builder

From Setup Home, navigate to things and Fields → Object Manager → Schema Builder.

Viewing Objects

We can see the varied objects by selecting them form the left pane. The Element tab represents fields and relationships while the Objects tab represents the quality also as custom objects.
We have selected three objects named – Account, Delivery Schedule and Delivery Location as shown within the following screenshot.

Changing Objects

We can work on various schema objects by showing them within the canvas within the right pane. we will only modify the custom objects and can’t modify the quality objects as they’re a part of the Salesforce platform structure.
In the following screenshot, we will see various actions we will combat the custom schema objects.

Creating Objects

We can create new objects using the schema builder. attend the weather Tab. Drag the element named Object into the canvas. It prompts you to fill within the details of the thing.
So, this brings us to the end of blog. This Tecklearn ‘Lookup Relationship in Salesforce’ blog helps you with commonly asked questions if you are looking out for a job in Salesforce. If you wish to learn Salesforce and build a career in Salesforce domain, then check out our interactive, Salesforce Certification Training: Admin 201 and App Builder, that comes with 24*7 support to guide you throughout your learning period. Please find the link for course details:

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Salesforce Fundamentals

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Understanding Salesforce Platform

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• Identify common scenarios for extending an org using the AppExchange
• About Salesforce Certification

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Data Handling and Processing

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Application Cycle

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Declarative Implementation in Salesforce

Salesforce Development and Apex Programming

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Visual Force in Salesforce

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WorkFlows in Salesforce

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About Preparation of Salesforce 201 and App Builder Certification exams

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