• Aman replied to the topic

    What are Junction Objects in Salesforce?

    3 months, 3 weeks ago

    Hi,

    Junction Object is a custom object with two master-detail relationships. Using a custom junction object, you can model a “many-to-many” relationship between two objects. For example, you create a custom object called “Bug” that relates to the standard case object such that a bug could be related to multiple cases and a case could also be…[Read more]

  • Hi,

    If the parent objects don’t have Roll up Summary fields for the child object then we can delete.
    To delete a child object it should not be referred in Apex Classes and Apex Triggers.
    Later if we undelete the object, Master detail fields on the junction objects will be converted to look up Fields.
    Note:
    If we delete only Master – Detail Rel…[Read more]

  • Aman replied to the topic

    What purpose does Junction objects serve in salesforce?

    3 months, 3 weeks ago

    Hi,

    Junction Object is a custom object with two master-detail relationships. Using a custom junction object, you can model a “many-to-many” relationship between two objects. For example, you create a custom object called “Bug” that relates to the standard case object such that a bug could be related to multiple cases and a case could also be…[Read more]

  • Aman replied to the topic

    Explain use of Junction Object in Salesforce.

    3 months, 3 weeks ago

    Hi,

    Junction objects are used to create many to many relationships between objects. If you take the Recruiting application example, you can see that a Position can be linked to many Candidates, and a Candidate can apply for different Positions. To create this data model you need a third object “Job Application” that links the 2.

    So you’d creat…[Read more]

  • Aman replied to the topic

    What is the use of Junction Object in Salesforce?

    3 months, 3 weeks ago

    Hi,

    Junction Object is a custom object with two master-detail relationships. Using a custom junction object, you can model a “many-to-many” relationship between two objects. For example, you create a custom object called “Bug” that relates to the standard case object such that a bug could be related to multiple cases and a case could also be…[Read more]

  • Hi,

    Yes, we can convert Look-Up relationship to Master-Details Relationship but we can do  this conversion only if all the fields have valid look-Up fields values only.

    Thanks

  • Aman replied to the topic

    Can we create Master Detail relationship on existing records?

    3 months, 3 weeks ago

    Hi,

    You need to create a lookup field then fill this field with some parent value, then convert its type to master detail.

    Hope this helps.

  • Hi,

    Creating Many to Many relationship in salesforce is little tricky. You cannot create this type of relationship directly. Follow below steps to create this type of relationship.
    Create both objects which should be interlinked.
    Create one custom object (also called as junction object), which should have auto number as unique identification and…[Read more]

  • Hi,

    Creating Many to Many relationship in salesforce is little tricky. You cannot create this type of relationship directly. Follow below steps to create this type of relationship.
    Create both objects which should be interlinked.
    Create one custom object (also called as junction object), which should have auto number as unique identification and…[Read more]

  • Aman replied to the topic

    What happens to detail record when master record is deleted?

    3 months, 3 weeks ago

    Hi,

    A master-detail relationship is a stricter relationship, where the children (detail records) are tied to the parent (master). They can’t be moved to another master (yet – this is coming soon) and deleting the master will delete all of it’s children.

    Thanks

  • Hi,

    In a Master-Detail relationship, when a master record is deleted, the detail record is deleted automatically (Cascade delete).

    In a Lookup relationship, even if the parent record is deleted, the child record will not be deleted.

    Thanks

  • Hi

    Read these steps:

    To create the master-detail relationship field to relate custom object with the account  objectFrom Setup, enter Objects in the Quick Find box, then select custom object
    Click Review.
    In the Custom Fields & Relationships related list, click New.
    Select Master-Detail Relationship, and click Next.
    In the Related To drop-down l…[Read more]

  • Hi,

    You must enable “view all data” to specific in User this permission Is Required To Set The Running User Other Than You In Dashboard

    Thanks

  • Aman replied to the topic

    What are Standard Reports in Salesforce?

    3 months, 3 weeks ago

    Standard reports and report folders. When you start using Salesforce, by default,Salesforce comes with a lot of standard reports for different purposes. They are stored and categorized by the object name and purpose, such as, Account and Contact Reports, Opportunity Reports, and so on.

  • Aman replied to the topic

    Explain Standard and Custom Reports in Salesforce

    3 months, 3 weeks ago

    Hi,

    Standard reports in salesforce are those provided by salesforce.com. These type of reports can not be deleted and used primarily for creating custom reports.

    Custom report is a specialized report of your transactions for a time period that you specify. For example, you can design a report that lists all transactions over a 3-day period for a…[Read more]

  • Aman replied to the topic

    What is a Summary Report in Salesforce?

    3 months, 3 weeks ago

    Hi,

    Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all…[Read more]

  • Aman replied to the topic

    What are the Available formats for report in Salesforce?

    3 months, 3 weeks ago

    Hi,

    There are four types of reports you can create in Salesforce, Tabular, Summary,Matrix and Joined Reports. Each are best suited for showing different types of data depending on what you want out of a report.

    Tabular – The images that I have shown you in this post have all been from a tabular report. This is the simplest of reports and is sui…[Read more]

  • Hi,

    There are four types of reports you can create in Salesforce, Tabular, Summary,Matrix and Joined Reports. Each are best suited for showing different types of data depending on what you want out of a report.

    Tabular – The images that I have shown you in this post have all been from a tabular report. This is the simplest of reports and is sui…[Read more]

  • Aman replied to the topic

    what is matrix type in a tabular Salesforce Report Format?

    3 months, 3 weeks ago

    Hi,

    Salesforce Matrix report is similar to Summary reports and is the most complex Salesforce report format where records data is summarized in a grid format. Matrix reports allow records to summarize data by both columns and rows. Salesforce Matrix report is used to compare related tools

    Thanks

  • Aman replied to the topic

    What are Custom Report Types in Salesforce?

    3 months, 3 weeks ago

    Hi

    Custom Report Types are a fantastically easy way to create complex, dynamic reports that go beyond standard Salesforce reports.. A report type can be looked at as a template or framework that tells Salesforce which objects/relationships to look at and which fields to grab. By default, you get given various standard reports that Salesforce…[Read more]

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