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Lookup Relationship

Lookup 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.

Steps to create a Lookup Relationship.
Assuming a situation that any Company is there and they are having Account section Teams They want to have the Account records of Employee’s who’s working in Company.

Step1-:Login to your org

Step 2-:Setup > Object Manager > Employee

Step3-: Click on field & Relationship > New

Step 4-: Select Lookup Relationship >Next.

Step 5-: Select Account from the drop-down > Next.

Step 6-: The next page will be containing Child Relationship with a parent.

Step 7 -: Next step is Field-level Security.

Step 8-: Another Step is for the Page Layout Reference

Step 9 -: Last step is the Addition of a Related list and Saving the Lookup Relationship.

Conclusion: Here we have got a detailed Step by Step understanding of how to create a Lookup Relationship.

Happy learning

Written By: Ashutosh Tiwari

TECH

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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.

TECH

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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.

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

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.