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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook Build, configure, and customize Salesforce CRM and mobile solutions

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Product type Paperback
Published in Apr 2019
Publisher Packt
ISBN-13 9781789619782
Length 782 pages
Edition 5th Edition
Languages
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Authors (2):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
Paul Goodey GP Paul Goodey GP
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Paul Goodey GP
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Table of Contents (19) Chapters Close

Preface 1. Section 1: Getting Started with Salesforce CRM FREE CHAPTER
2. Setting Up Salesforce CRM and the Company Profile 3. Managing Users and Controlling System Access 4. Configuring Objects and Apps 5. Section 2: Managing Data in Salesforce
6. Securing Access to Data and Data Validation 7. Managing Data in Salesforce CRM 8. Generating Data Analytics with Reports and Dashboards 9. Section 3: Business Processes, Cloud Development, and Lightning Experience
10. Implementing Business Processes in Salesforce CRM 11. Core Business Functionality in Salesforce CRM 12. Extending and Enhancing Salesforce CRM 13. Administrating the Mobile Features of Salesforce CRM 14. Lightning Experience 15. Einstein Analytics 16. Section 4: Salesforce CRM Certification
17. Studying for the Certified Administrator Exam 18. Other Books You May Enjoy

Creating custom object relationships

Considerations to be made when creating object relationships are as follows:

  • Create the object relationships as a first step before starting 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
You can create a maximum of two master-detail relationships and up to 40 total relationships on each.

Where an object has more than one master-detail relationship, the first master-detail relationship that was created becomes the primary master-detail relationship field. The ownership via the sharing settings of the record is therefore derived from the first master-detail relationship that was created.
  • When planning the creation of a new master-detail relationship field on a custom object, be aware that it can only be created before the object contains...
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