Become a Instructor

Blogs

logotype
Menu
  • Courses
    • Salesforce Admin
    • Salesforce Developer
    • Salesforce BA Training
    • Advance Java Training
    • Buisness Analyst
    • Digital Marketing
    • Oracle DBA
    • QA Testing Course
    • SQL server Training
  • Register

+1-571 989 9489

logotype
  • Courses
    • Salesforce Admin
    • Salesforce Developer
    • Advance Java Training
    • Buisness Analyst
    • Digital Marketing
    • Oracle DBA
    • QA Testing Course
    • SQL server Training
  • Register
  • +1-571 989 9489

Become a Instructor

Blogs

logotype
Menu
  • Courses
    • Salesforce Admin
    • Salesforce Developer
    • Salesforce BA Training
    • Advance Java Training
    • Buisness Analyst
    • Digital Marketing
    • Oracle DBA
    • QA Testing Course
    • SQL server Training
  • Register

+1-571 989 9489

  • Courses
    • Salesforce Admin
    • Salesforce Developer
    • Advance Java Training
    • Buisness Analyst
    • Digital Marketing
    • Oracle DBA
    • QA Testing Course
    • SQL server Training
  • Register
  • +1-571 989 9489
logotype
logotype
  • Courses
    • Salesforce Admin
    • Salesforce Developer
    • Advance Java Training
    • Buisness Analyst
    • Digital Marketing
    • Oracle DBA
    • QA Testing Course
    • SQL server Training
  • Register
  • +1-571 989 9489
Author: admin
Home admin Page 10
TECHadmin0 Comments
Share article:TwitterFacebookLinkedin
1629 Views
140 Likes

Relationship in Salesforce

A Relationship is a way in which two or more people or things are connected with each other. The way they connected will be of different types likewise in salesforce there are 6 different types of relationships in salesforce.

  • Master-Detail relationship
  • Look Up relationship
  • Many-to-Many relationship
  • Self-relationship
  • External relationship
  • Hierarchical relationship 

Master-Detail relationship :

Master-Detail relationship is a type of relationship, one object acts as a master and the other acts as a detail object. In other words, this relationship acts as a parent-child relationship. We use this type of relationship when we want to bound two objects tightly or closely dependent on each other.

Important Points Regarding Master-Detail relationship

  • In Master-Detail Relationship the “child object” or “detail object” must have a parent.
  • Roll-up Summary fields can be established.
  • Records can be re-parented.
  • Standard objects can not be a detailed object
  • Maximum 2 Master-Detail Relationships can be created for an Object.

Look Up relationship :

Look Up relationship is a type of relationship in which that if one gets deleted then the related object will not get deleted.

Important Points Regarding look Up Relationship

  • When a parent’s record gets deleted, the child remains in existence.
  • We cannot create a roll-up summary field in a lookup relationship.
  • The relationship is optional.
  • No impact on Security.

Many-to-Many relationships:

In Many-to-Many relationships, records of particular objects are linked to multiple records of different objects and vice versa. There is no such field as a many-to-many relationship in Salesforce, we can create a many-to-many relationship by creating two master-detail relationships with a common object. 

Important Points Regarding Many-to-Many relationships Relationship

  • A Junction Object is used to create Many-Many Relationships.
  • A junction object can also be called a Join Object.

Self-relationship:

Self-relationship simply means creating a relationship with itself. In this, we can relate an object with itself by look-up. 

External relationship:

In External lookup relationships, it allows a relationship to be formed between two external objects. It supports standard look-up relationships that use 18 characters Salesforce Id for the association.

Hierarchical relationship:

This unique relationship can only be used on the user object and is designed to create a hierarchy of users.

READ MORE
TECHadmin0 Comments
Share article:TwitterFacebookLinkedin
1581 Views
132 Likes

Process Builder

Process Builder is basically an Automated tool that allows you to control the order of actions or evaluate the criteria for a record.

Process Builder has Eight actions associated with it:

  • Creating records
  • Posting on Chatter
  • Quick action
  • Launching/triggering the flow
  • Submitting the record automatically for approval
  • Calling/triggering Apex code
  • Invoking another process

What is the need of Process Builder in Salesforce?

  • Process Builder is used for automating your business processes without writing even a single line of code. And its presentation view is very attractive which makes easy to use.
  • Child records can be updated in Process Builder.
  • Chatter groups and email alerts, both can be notified using Process Builder.
  • Multiple actions can be associated with each criterion.

Steps to Create a Process Builder in Salesforce

Step1: Log in to your Salesforce Org > Go to Setup > Search for Process Builder.

 

Screenshot 2021 09 16 202044

Step 2: Click on New to create a new Process Builder

Screenshot 2021 09 16 202608

Step 3: Here we need to give our Process Name and Description, and decide on how to start process. For this, we will get three options as shown in the image below.

Screenshot 2021 09 16 203011

 

Step 4: Here we have to design a Flowchart based on what data is asked and if the criteria gets fulfilled the condition get Implemented.

  1. For The process starts when, select A record changes, and click Save.
  2. Click + Add Object.
  3. In the right window, select Account from the Object drop-down list.
  4. For Start the process select when a record is created or edited.
  5. Click Save. As shown in the screenshot.
Screenshot 2021 09 16 210058

Here we have Seen how to create a Process builder. In further blog we will be taking a use case to understand more about Process Builder.

Thank You

Happy Learning:)

READ MORE
Art & Illustration
TECHadmin0 Comments
Share article:TwitterFacebookLinkedin
1680 Views
149 Likes

Workflow Rule in Salesforce

Workflow rules is one of the automated process in Salesforce that offers time-saving solutions to automate various business processes.

READ MORE
TECHadmin0 Comments
Share article:TwitterFacebookLinkedin
1529 Views
138 Likes

Change Data Capture in Trigger

A salesforce app is a set or group of tabs that are used to create certain functionalities.

READ MORE
TECHadmin0 Comments
Share article:TwitterFacebookLinkedin
1539 Views
148 Likes

How to create validation rule

Validation rules validate if the user entered data in a record meets the standards you define before the user can save or update the record.

READ MORE
TECHadmin0 Comments
Share article:TwitterFacebookLinkedin
1499 Views
147 Likes

Creation of text email template

Email Templates are designed for consistent mails so as to increase productivity of the respective organization or company.

READ MORE
TECHadmin0 Comments
Share article:TwitterFacebookLinkedin
1687 Views
123 Likes

Creation of app in salesforce

A salesforce app is a set or group of tabs that are used to create certain functionalities.

READ MORE
  • 1
  • …
  • 8
  • 9
  • 10
Recent Posts
  • Step-by-Step Guide to Becoming a Salesforce Business Analyst
    The Salesforce ecosystem is booming, and companies are looking...
  • How to Implement Robust User Access Controls in Salesforce for Better Security
    Keeping your Salesforce data secure isn’t just about locking it...
  • Common Errors in Salesforce Data Loader and How to Fix Them
    Using the Salesforce Data Loader seems simple at first, until...
  • Create Smart and Configurable Salesforce Alerts with the AlertFlow Banner System
    Quick notification is the key to successful communication in an...
  • How Salesforce Revenue Cloud Is Transforming Quote-to-Cash Processes
    Businesses have always been under the constant pressure of...
logotype

We cater to individuals and corporates and provide IT training and certification programs.

44679 Endicott Drive Suit 300 #1046 Ashburn, VA 20147 United States

Phone: +1-571 989 9489

Email: atul.deo@quantoknack.com

Useful links

About Us

Contact Us

Blog

Courses

  • Live Salesforce Admin Training
  • Business Analyst
  • QA Testing Course
  • Advance JAVA Training
  • SQL Server Training
  • Live Salesforce Developer Training Certification Course
  • Digital Marketing
  • Oracle DBA Training

Subscribe

    Facebook
    Instagram Pinterest Linkedin
    Logo star

     2026 Quantoknack. All Rights Reserved