Fields & Relationship

in Salesforce
Some Housekeeping Rules……

• Mute your mic.

• Keep adding questions in Chat Window
• Questions will be answered in the last 10 mins of this session.
What is Fields:
• Every standard and custom object has fields attached to it. Let’s get familiar with the different
types of fields.

• Every field has a data type. A data type indicates what kind of information the field stores.
Salesforce supports a bunch of different data types, but here are a few you’ll run into.
For Example:
Checkbox—for fields that are a simple “yes” or “no,” a checkbox field is what you want.
Date or DateTime—these field types represent dates or date/time combinations, like
birthdays or sales milestones.
Object Relationship in Salesforce
• Object relationships are a special field type that connects two objects together.
• There are two main types of object relationships: lookup and master-detail.

Lookup Relationships:
Lookup relationships can be one-to-one or one-to-many. This links two objects together.
The Account to Contact relationship is one-to-many because a single account can have many related
contacts.

i. Child row not automatically deleted when a parent row is deleted.

ii. Lookup field on child not necessarily required.
iii. 25 lookup relationships allowed per object.
Object Relationship in Salesforce

Master-Detail Relationships:
In this type of relationship, one object is the master and another is the detail. The master
object controls certain behaviors of the detail object.

i. When a record of the master object is deleted, its related detail records are also deleted.
ii. The master-detail relationship field is required on the page layout of the detail record.
iii. Only 2 Master-Detail fields are allowed per object
Demo
Trailhead Modules(Assignment)