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Object Relationships

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 RELATIONSHIP
A Relationship is a two way association between 2 objects .

Relationship allows information about other object records to be displayed on a record

Detail page.

Define the relationship btw objects by creating a relationship custom field that links one
object with another

Types of Relationship custom fields :

Lookup Relationship field: Simplest and most flexible. Creates a simple relationship
between 2 objects .

We can add Multiple look up relationship fields on a single object

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 BENEFITS OF THE SESSION

Understanding on the Following :

Creation of Look up Realtion

Creation of Master Detail Relation

Search Layouts and Roll up Summary fields

Many to Many Relations

Hands on : on the following

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 OBJECT FIELD LEVEL DETAILS

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 MASTER DETAIL RELATIONSHIP
Complex and powerful

Creates a parent child relationship between objects

The master detail relationship fields are required on the detail records

Ownership and sharing of detailed records are determined by master

When master record is deleted all its detailed records are also deleted

This is used when an object derives its significance from another object

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ILLUSTRATION OF MASTER DETAIL RELATION

Cross Object Formulas :

Cross-object formulas are formulas that span two or more objects by referencing
merge fields from related records.

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 SSEARCH LAYOUT AND ROLL UP SUMMARY FIELDS
Search Layouts are ordered groups of fields that are displayed when a record is
presented in a particular context.

When we relate 2 objects with a look up relation , and to view the additional fields of
2nd object on the first object record page for complete information and vice versa

Roll up Summary fields :

The Roll up Summary field would be present on a Parent Object

It summarizes the data from a set of related detailed records and automatically display
the output on a Master record

It is used to display the sum, minimum, or maximum value of a field in a related list.

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 MANY TO MANY RELATIONSHIP

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 MANY TO MANY RELATIONSHIP CONTD
Junction Object : This is a custom Object with two master-detail relationships, and is the
key for making a many to many relationship

Steps to follow : create Junction Object

Create a master detail relationship between the junction Object and a master Object A
Create a 2nd Master detail relation between the Junction Object and the second Master
Object.B

This creates a Many to Many relationship between the two objects A and B

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 USEFUL LINKS

Helpful links : http://shivasoft.in/blog/salesforce/roll-up-summary-fields-in-salesforce/

http://help.salesforce.com/HTViewHelpDoc?id=fields_defining_summary_fields.htm&la
nguage=en_US

Helpful Links : https://www.youtube.com/watch?v=Jy5JZ42XN6Q

Ref Links : detailed relationship upd.docx

Link to Training in Shiva’s You Tube :

..\salesforce\▶ 1 Hands on Salesforce Complete Training Step by Step from Scratch - You
Tube [360p].mp4
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..\salesforce\2 Hands on Salesforce Complete Training Step by Step from Scratch.mp4
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