Podcast
Questions and Answers
Which relationship type supports roll-up summary fields?
Which relationship type supports roll-up summary fields?
- Many to Many
- External Lookup
- Lookup
- Master-Detail (correct)
Which of the following relationship types is dependent and has a deletion cascade effect?
Which of the following relationship types is dependent and has a deletion cascade effect?
- Many to Many
- External Lookup
- Lookup
- Master-Detail (correct)
What is the maximum number of Master-Detail relationships allowed per object?
What is the maximum number of Master-Detail relationships allowed per object?
- 40
- 2 (correct)
- Unlimited
- 1
Which relationship type allows for unlimited relationships via a junction object?
Which relationship type allows for unlimited relationships via a junction object?
Which relationship type requires a parent record to exist before a child record can be created?
Which relationship type requires a parent record to exist before a child record can be created?
What is a key characteristic of a Lookup Relationship?
What is a key characteristic of a Lookup Relationship?
Which relationship type allows for roll-up summary fields?
Which relationship type allows for roll-up summary fields?
What happens to child records if a Master record is deleted?
What happens to child records if a Master record is deleted?
Which of the following is true about Hierarchical Relationships?
Which of the following is true about Hierarchical Relationships?
How many Master-Detail Relationships can be created on a single object?
How many Master-Detail Relationships can be created on a single object?
Which statement best describes the difference between Lookup and Master-Detail Relationships?
Which statement best describes the difference between Lookup and Master-Detail Relationships?
In a Lookup Relationship, what is the implication of deleting the parent record?
In a Lookup Relationship, what is the implication of deleting the parent record?
What type of relationship allows one user to reference another user in a hierarchical manner?
What type of relationship allows one user to reference another user in a hierarchical manner?
What is a Many-to-Many Relationship characterized by?
What is a Many-to-Many Relationship characterized by?
Which statement is true regarding the Indirect Lookup Relationship?
Which statement is true regarding the Indirect Lookup Relationship?
What is one property of an External Lookup Relationship?
What is one property of an External Lookup Relationship?
How does a Many-to-Many Relationship compare to a Master-Detail Relationship?
How does a Many-to-Many Relationship compare to a Master-Detail Relationship?
Which feature is unique to the Many-to-Many Relationship?
Which feature is unique to the Many-to-Many Relationship?
What is a defining characteristic of a Lookup Relationship?
What is a defining characteristic of a Lookup Relationship?
Which statement is accurate regarding the properties of a Many-to-Many Relationship?
Which statement is accurate regarding the properties of a Many-to-Many Relationship?
What limitation is associated with a Lookup Relationship as compared to a Many-to-Many Relationship?
What limitation is associated with a Lookup Relationship as compared to a Many-to-Many Relationship?
Flashcards
Lookup Relationship
Lookup Relationship
Relates two independent objects. No data impact when a parent record is deleted.
Master-Detail Relationship
Master-Detail Relationship
Creates a parent-child relationship between objects. Child record deletion cascades with the parent.
Many-to-Many Relationship
Many-to-Many Relationship
Relates multiple records from two different objects using a junction object.
Roll-Up Summary (Master-Detail)
Roll-Up Summary (Master-Detail)
Calculates totals or aggregates across child records in a Master-Detail relationship.
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External Lookup Relationship
External Lookup Relationship
A lookup to objects outside the Salesforce ecosystem.
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Lookup Relationship
Lookup Relationship
A loose relationship where one object references another; deletion of one doesn't affect the other.
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Master-Detail Relationship
Master-Detail Relationship
A tight relationship between parent and child objects; deletion of the parent deletes children.
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Hierarchical Relationship
Hierarchical Relationship
A parent-child relationship, specifically for User objects (e.g., manager-employee).
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Relationship Types
Relationship Types
Different ways objects are connected in Salesforce, each with its own properties.
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Lookup Relationship Limitations
Lookup Relationship Limitations
A Lookup Relationship cannot have roll-up summary fields and is not mandatory for a relationship.
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Master-Detail Properties
Master-Detail Properties
Parent record is mandatory, deleting a parent deletes child records and enables roll-up summaries.
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Relationship Use Cases
Relationship Use Cases
Linking Account and Contact, or Opportunity and Account are good examples of relationship implementations.
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Hierarchical Relationship Usage
Hierarchical Relationship Usage
Only for the 'User' object in Salesforce. Primarily for creating reporting relationships in the organization.
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Master-Detail Relationship
Master-Detail Relationship
A relationship where one record (parent) can have multiple related records (children).
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Lookup Relationship
Lookup Relationship
Links records from one object to another single record of a different object.
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Many-to-Many Relationship
Many-to-Many Relationship
Allows multiple records of one object to relate to multiple records of another object, using a junction object.
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External Lookup Relationship
External Lookup Relationship
Links Salesforce objects to external objects (e.g., databases).
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Indirect Lookup Relationship
Indirect Lookup Relationship
Links a child external object to a parent Salesforce object.
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Junction Object
Junction Object
Facilitates many-to-many relationships.
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Roll-up Summary Fields
Roll-up Summary Fields
Calculates summary values based on related records.
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External Object
External Object
Object residing outside of Salesforce, often a database.
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Different Relationship Types in Salesforce
-
Salesforce relationships connect objects, linking data.
-
Lookup relationships are loose connections.
- One object references another.
- Deleting one doesn't affect the other.
- Example: Contact referencing an Account.
- Not mandatory for a related parent.
- Child records are separate.
- Up to 40 lookups per object.
- No roll-up summary fields.
-
Master-Detail relationships are tight connections.
- Deleting a parent deletes child records.
- Example: Account and Opportunity, if the account is deleted, all opportunities linked to that account are also deleted.
- Parent is required for child records.
- Deleting the parent also deletes the child.
- Allows roll-up summary fields (like sum, counts).
- Up to 2 master-detail relationships per object.
-
Hierarchical Relationships are a lookup type.
- Only for User objects.
- Manager-employee structure.
- No roll-up summary fields.
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Many-to-Many Relationships connect multiple records through a junction object.
- Multiple records from one object can be related to multiple from another.
- Uses a junction object (custom).
- Example: Students and courses (through a course enrollment).
- Supports roll-up summary fields.
-
External Lookup Relationships link Salesforce objects with external systems.
- Used to integrate data from other databases.
- Example: Salesforce Order Object linked to an ERPOrder.
- Up to 25 external lookups per object.
- Requires unique identifiers for linking.
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Indirect Lookup Relationship links a child external object to a parent standard/custom Salesforce object.
- External object linked to a Salesforce orgs parent object.
- Example: OrderHistory linked to an Account
- Parent must have unique custom field for linking.
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