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Salesforce CRM : The Definitive Admin Handbook - Third Edition

You're reading from   Salesforce CRM : The Definitive Admin Handbook - Third Edition Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios

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Product type Paperback
Published in Jan 2015
Publisher Packt
ISBN-13 9781784397562
Length 480 pages
Edition 3rd Edition
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Authors (2):
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Paul Goodey GP Paul Goodey GP
Author Profile Icon Paul Goodey GP
Paul Goodey GP
Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Organization Administration 2. User Management in Salesforce CRM FREE CHAPTER 3. Configuration in Salesforce CRM 4. Data Management 5. Data Analytics with Reports and Dashboards 6. Implementing Business Processes in Salesforce CRM 7. Salesforce CRM Functions 8. Extending Salesforce CRM 9. Best Practices for Enhancing Productivity 10. Mobile Administration Index

Lookup relationship options


When you create a lookup field on an object, you can choose whether the lookup field is required or is optional. If it is set as optional, you can choose one of the following three actions if the lookup record is deleted:

  • Clear the value of this field

  • Don't allow the deletion of the lookup record that's part of a lookup relationship

  • Delete this record as well

The clear the value of this field option

The clear the value of this field is the default option and is a good choice when the field does not have to contain a value from the associated lookup record.

The don't allow deletion of the lookup record that's part of a lookup relationship option

The don't allow deletion of the lookup record that's part of a lookup relationship option prevents the lookup record from being deleted and is a good choice to restrict deletions if you have dependencies, such as workflow rules, based on the lookup relationship.

The delete this record also option

The delete this record also option...

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