4
Master-Detail Relationship in Salesforce
Chapter Topics
- Database and Objects in Salesforce
- Cross Object Formula Field in Salesforce
- Roll-Up Summary Fields in Salesforce
- Lookup Filter and Schema Builder in Salesforce
- Apps and Tabs in Salesforce
- Fields in Salesforce
- Global Picklists and Field Dependency in Salesforce
- Relationship in Salesforce
- Master-Detail Relationship in Salesforce
- Lookup Relationship in Salesforce
- Validation Rules in Salesforce
Master Detail Relationship In Salesforce
The Master Detail relationship in Salesforce is a parent-child relationship in which the master object controls certain behaviors of the detail object, meaning the child object depends on the parent. The master object controls sharing, security, and ownership of the detail object, and supports roll-up summaries that retrieve data from child records.
Practice Exam
Features Of Master-Detail Relationship In Salesforce
Below are the following features of a Master-Detail relationship.
- When a record of the master object is deleted, its related detail records are also deleted.
- The detail record inherits the sharing and security settings of its master record.
- The Owner field on the detail object is not available and is automatically set to the owner of its associated master record.
- Custom objects on the detail side of a master-detail relationship cannot have sharing rules, manual sharing, or queues, as these require the Owner field.
- The master-detail relationship in Salesforce is a mandatory field on the detail record’s page layout, as it must be linked to the master to be saved.
- By default, records can’t be re-parented in master-detail relationships. Administrators can, however, allow child records in master-detail relationships on custom objects to be reparented to different parent records by selecting the Allow reparenting option in the master-detail relationship definition.
- It can be defined between custom objects or between a custom object and a standard object. However, the standard object cannot be on the detail side of a relationship with a custom object.
- Lead and User standard objects can not be on the master side.
- The data relating to the object appears on a related list on the master record page klayout. The related list is automatically created when the relationship is defined.
- When we undelete the master record, all its related detail records also get undeleted.
- The maximum depth of the master-detail relationship is 2, i.e., after 2 levels, we can’t make more master-detail relationships in continuation.
Note: A master-detail relationship cannot be created where the user or lead objects are the master.
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