Master Detail Relationship in Salesforce

Last updated on Nov 24 2021
VRamamoorthy R

Table of Contents

Master Detail Relationship in Salesforce

Unlike the relationships in electronic database , the relationships in Salesforce aren’t through Primary and Foreign Keys. The relationships are maintained by using the connection Fields. it’s a custom field which links one object record to a different . Through the creation of relationships, we will display the info of all the related records within the record’s details page.

The Master Detail relationship is employed once we want to regulate the display of detail records supported the worth within the master record. for instance , within the courier company model a delivery schedule is usually linked to a delivery location. If we remove a delivery location from our list, then all the related delivery schedules should even be eliminated. Such a dependency are often achieved through Master-detail relationship between the sales department objects.

Features of Master-Detail Relationship

In this blog, we’ll discuss the features of Master-detail Relationship. The features are listed below −
• Deleting a Master Record, deletes all the detail records.
• A detail record can’t be created without a Master record.
• The permission on the detail record can’t be set. It inherits the permission from the master record.
• The detail record also inherits the sharing rule from master records.
• Both the master and detail records are automatically included within the report record types.

Creating Master-detail Relationship

In the courier company example, we’ll consider the connection between delivery location and delivery schedule. there’s a many-to-one relationship between the delivery schedule records and therefore the delivery location record.
Following are the steps followed to make this relationship −

Choose the connection Type

In setup home, find the thing named Delivery Schedule. In it under the Custom Fields and Relationships related list, click New. Choose the Master-detail Relationship as shown within the screenshot below.

Master Detail Relationship in Salesforce
Master Detail Relationship in Salesforce

 

Choose the Related Object

In the next step, select the thing with which this relationship are going to be created. we elect DeliveryLocation.

Master Detail Relationship in Salesforce
Master Detail Relationship in Salesforce

 

Name the connection and Field

In this step, enter the connection Name also because the name of the sector .

Master Detail Relationship in Salesforce
Master Detail Relationship in Salesforce

Add field to page layout

In the Next step we accept the defaults and advance to feature the reference field to the page layout.

Master Detail Relationship in Salesforce
Master Detail Relationship in Salesforce

Add Custom Related Lists

Next, we specify the title for the related list that’s associated layout with the parent.

Master Detail Relationship in Salesforce
Master Detail Relationship in Salesforce

This completes the creation of Master-Detail relationship between Delivery Location and Delivery schedule.
So, this brings us to the end of blog. This Tecklearn ‘Master Detail 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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