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Salesforce Lightning Reporting and Dashboards
book

Salesforce Lightning Reporting and Dashboards

by Johan Yu
August 2017
Beginner to intermediate
402 pages
8h 32m
English
Packt Publishing
Content preview from Salesforce Lightning Reporting and Dashboards

Object relationships

You can relate an object to other objects in Salesforce. For example, relating a custom object Expense to custom object Project. With this relation, you'll know which expense record is used for which project. Project, in this example, will be considered as the parent object, and Expense as a child object. From the record-level perspective, one parent can have many children, while the child can only have one parent. To build this relationship from the child object, create a Lookup Relationship or Master-Detail Relationship field to the parent object.

There are three types of object relationships in Salesforce, which are as follows:

  • Master-Detail Relationship
  • Lookup Relationship
  • Hierarchical Relationship

The following ...

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Publisher Resources

ISBN: 9781788297387