What is Master Detail & Lookup relationship in Salesforce? | saasguru

In this insightful video, we delve deep into the world of Salesforce, focusing on two critical types of relationships:
1. Master-Detail Relationship in Salesforce
2. Lookup Relationship in Salesforce

In Salesforce, relationships between objects are crucial to the platform's functionality. Master Detail and Lookup are two types of relationships that define how records can be associated with each other.

1. Master-Detail Relationship in Salesforce:
A master-detail relationship is a parent-child relationship in which the master object controls certain behaviors of the detail object.

This relationship is tightly coupled: the detailed record cannot exist without the master. When a master record is deleted, all related detail records are also deleted. The security and sharing settings of the master record control the detail record. The master-detail relationship allows roll-up summary fields on the master record, where you can perform operations on detail record fields like sum, min, max, avg, etc.

2. Lookup Relationship in Salesforce:
A lookup relationship is a loose connection between objects.

In this relationship, the associated records can exist independently of each other. Deleting a parent record in a lookup relationship doesn't result in deleting the child records. Each object in the relationship has its security and sharing settings. No roll-up summary fields are allowed in the parent record.

Key Highlights:
📌 Master Detail Relationships: Uncover the dynamics of parent-child object relationships in Salesforce and their impact on data organization and security.
📌 Creating Master Detail Relationships: Step-by-step demonstration on setting up these relationships within the SAS Cruise developer org.
📌 Lookup Relationships: Learn about the flexibility of lookup relationships, allowing independent existence of child objects from their parents.
📌 Setting Up Lookup Relationships: A practical guide to creating lookup relationships, showcasing their less rigid nature.
📌 Comparative Analysis: Evaluate the differences between Master Detail and Lookup Relationships to choose the best fit for your Salesforce needs.

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Ideal for Salesforce professionals and enthusiasts, this video is a gateway to enhancing your data management skills in Salesforce. Like, subscribe, and explore saasguru's Salesforce Certification Prep Programs for further expertise.

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📎 Timestamp -
0:00 Introduction
0:46 Master Detail Relationship in Salesforce
3:43 Lookup Relationship in Salesforce

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