When to Use a Master Detail Relationship in Salesforce

[@gromstoso]

People often compliment me on my Salesforce training soft skills, but Mr. Hays here deserves a medal. Straight to the point presentation, real life examples. Congratulations!

[@Rotive]

Thanks so much! I appreciate that.

[@vishnuvardhan2128]

I didn't do any certification but to be honest ur videos helped me alot to know precisely about Salesforce admin 💯😊 Thanks for the knowledge ❤️

[@Rotive]

Our pleasure! Glad you found them helpful.

[@ArashaSP]

This is a great series! You explained this better than Trailhead.

[@Rotive]

That's very nice. Glad it was helpful!

[@ramyak7148]

Hi, Bryan. I have a question. As per the example provided by you in this video, if I go to the Oppty object and try to create a New field, I do not have the option to create a Master - Detail Relationship. I just have two options - Lookup Relationship and External Lookup Relationship. Can Master-Detail be created on Salesforce standard objects?

[@Rotive]

Hi Ramya, great question. Unfortunately, you cannot create master-detail relationship fields on Standard Objects. In my example, you would create the master-detail relationship on the custom Invoice object and the Opportunity object would be the master. You always add that field to the Detail object. Does that help clear it up?

[@wrems77]

Great as always. Just to add, in a master-detail relationship, deleting the parent record also deletes the child records, preventing any orphaned records. However, in a lookup relationship, deleting the parent won't cascade delete the child records.

[@Rotive]

Thank you for the comment. This is right! Really good point to add.

[@ashishkhandelwal3081]

Great and to the point explaination. I just bumped on this video while searching for " How to update the Master field Data on Detail record". Unfortunately, it is not possible and Delete and insert is the only left option. BTW.. Keep it up,.

[@Rotive]

Ashish. It is possible to "reparent" a detail record. You just need to make sure that the master-detail field settings have that option enabled. It's a checkbox labeled "Allow Reparenting". This might only be available for custom master-detail fields though.

[@ashishkhandelwal3081]

@@Rotive : Thanks for your reply Rotive. All sorted.... I did enabled it but my attempt gt failed as I was trying immediately after enabling it. It took few moments( may be couple of minutes if not seconds) for the setting to be effective.

[@Rotive]

Oh wow. That’s good to know. Thanks for sharing!

[@ellahyaismail8409]

your vids r helpful keep up

[@Rotive]

Glad you like them!

[@mesutsahin7108]

thanks brian

[@Rotive]

You're welcome! Let us know if there's anything else you'd like us to cover 😊