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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

Creating custom object relationships


The considerations to be observed when creating object relationships are as follows:

  • Create the object relationships as a first step before you start to build the custom fields, page layouts, and any related list

  • The Related To entry cannot be modified after you have saved the object relationship

    Note

    Each custom object can have up to two master-detail relationships and up to 25 total relationships.

  • When you're planning to create a master-detail relationship on an object, be aware that it can only be created before the object contains record data

  • Clicking on Edit List Layout allows you to choose columns for the key views and lookups

  • The Standard Name field is required for all custom object-related lists and also for any page layouts

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