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Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
book

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

by Paul Goodey
December 2016
Intermediate to advanced
644 pages
11h 51m
English
Packt Publishing
Content preview from Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Creating custom object relationships

Considerations to be observed when creating object relationships are as follows:

  • Create the object relationships as a first step before starting to build the custom fields, page layouts, and any related list
  • The Related To entry cannot be modified after you have saved the object relationship

Note

Each custom object can have up to two master-detail relationships and up to 25 total relationships. Where an object has more than one master-detail relationship, the first master-detail relationship that was created, becomes the primary master-detail relationship. The owner of the record therefore is derived from the first master-detail relationship that was created.

  • When planning to create a master-detail relationship ...
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Publisher Resources

ISBN: 9781786468963