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Viewing 20 posts - 1 through 20 (of 191 total)
  • #41054
    Salesforce | Aman Aman
    Forcetalks

    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 related to multiple bugs.

    Creating the many-to-many relationship consists of:

    Creating the junction object.
    Creating the two master-detail relationships.
    Customizing the related lists on the page layouts of the two master objects.
    Customizing reports to maximize the effectiveness of the many-to-many relationship.

    Thanks.

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    #41053
    Salesforce | Aman Aman
    Forcetalks

    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 Relationship field from the child object and undelete it from the Recycle Bin then it will be converted to look up relationship.
    Parent Object we cannot delete because it will be referred in the child object.

    Thanks.

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    #41052
    Salesforce | Aman Aman
    Forcetalks

    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 related to multiple bugs.

    Creating the many-to-many relationship consists of:

    Creating the junction object.
    Creating the two master-detail relationships.
    Customizing the related lists on the page layouts of the two master objects.
    Customizing reports to maximize the effectiveness of the many-to-many relationship.

    Thanks.

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    #41051
    Salesforce | Aman Aman
    Forcetalks

    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 create a lookup field for both Position and Candidate object on the “Job Application” object. This will establish many to many relationship between Position and Candidate via the “Job Application” object known as the junction object.

    Thanks

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    #41050
    Salesforce | Aman Aman
    Forcetalks

    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 related to multiple bugs.

    Creating the many-to-many relationship consists of:

    Creating the junction object.
    Creating the two master-detail relationships.
    Customizing the related lists on the page layouts of the two master objects.
    Customizing reports to maximize the effectiveness of the many-to-many relationship.

    Thanks.

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    #41047
    Salesforce | Aman Aman
    Forcetalks

    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

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    #41046
    Salesforce | Aman Aman
    Forcetalks

    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.

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    #41042
    Salesforce | Aman Aman
    Forcetalks

    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 create two master relationships for both objects, no need create tab for this object.
    Now on both objects, add this field as related list.

    Thanks

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    #41041
    Salesforce | Aman Aman
    Forcetalks

    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 create two master relationships for both objects, no need create tab for this object.
    Now on both objects, add this field as related list.

    Thanks

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    #41034
    Salesforce | Aman Aman
    Forcetalks

    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

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    #41031
    Salesforce | Aman Aman
    Forcetalks

    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

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    #41029
    Salesforce | Aman Aman
    Forcetalks

    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 list, choose account, and click Next.
    Click in the Field Name text box and enter the field name —-.
    Select the Read/Write radio button.
    Check Child records can be reparented to other parent records after they are created if you want to be able to change the relationship field’s value. If you leave this box unchecked, you can’t change the value in the future.
    Click Next.
    Accept the defaults in the remaining three steps of the wizard.
    Click Save.

    Thanks

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    #41025
    Salesforce | Aman Aman
    Forcetalks

    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

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    #41019
    Salesforce | Aman Aman
    Forcetalks

    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.

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    #41017
    Salesforce | Aman Aman
    Forcetalks

    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 particular credit card, or a report that lists only particular types of transactions (for example, declined Sales and Authorizations) for all credit cards over a 5-day period.

    Thanks

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    #41011
    Salesforce | Aman Aman
    Forcetalks

    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 opportunities for your team, subtotaled by Stage andOwner. Summary reports with no groupings show as tabular reports on the report run page.

    Thanks

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    #41010
    Salesforce | Aman Aman
    Forcetalks

    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 suited to just showing lines of data and nothing else. If you just want to show data with no preference to seeing totals, calulations or groups of data then this is the report for you just to keep it simple. It is also best to use this report type if you are planning to use it to export data.

    Summary – As soon as you click “Group by this field” as shown in the above image, you will turn the report into a summary report. Summary reports are probably the most commonly used and are great for showing groups of data e.g. If you want to see your recent accounts opportunities they will be grouped by account and you can see each opportunity under the account. From then you can do calculations, you can see the total amount of sales under an account, you can see the maximum, minimum and also average amount. You can also sub group fields by dragging them under the initial group.

    Matrix – Matrix reports are very similar to Summary but they allow you to group by rows as well as columns to see different totals. Matrix reports aren’t commonly used unless you have to display lots of complex data.

    Joined Reports – Joined reports allow you to create two separate reports so that you can compare data. Again not most commonly used.

    Thanks.

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    #41008
    Salesforce | Aman Aman
    Forcetalks

    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 suited to just showing lines of data and nothing else. If you just want to show data with no preference to seeing totals, calulations or groups of data then this is the report for you just to keep it simple. It is also best to use this report type if you are planning to use it to export data.

    Summary – As soon as you click “Group by this field” as shown in the above image, you will turn the report into a summary report. Summary reports are probably the most commonly used and are great for showing groups of data e.g. If you want to see your recent accounts opportunities they will be grouped by account and you can see each opportunity under the account. From then you can do calculations, you can see the total amount of sales under an account, you can see the maximum, minimum and also average amount. You can also sub group fields by dragging them under the initial group.

    Matrix – Matrix reports are very similar to Summary but they allow you to group by rows as well as columns to see different totals. Matrix reports aren’t commonly used unless you have to display lots of complex data.

    Joined Reports – Joined reports allow you to create two separate reports so that you can compare data. Again not most commonly used.

    Thanks.

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    #41007
    Salesforce | Aman Aman
    Forcetalks

    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

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    #41001
    Salesforce | Aman Aman
    Forcetalks

    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 generates automatically for you. These reports link standard objects together like Accounts with Opportunities, Opportunities with Products, as well as reporting on Objects on their own,

    e.g. “Cases”. If you also create custom objects and add lookup/master-detail relationships, Salesforce will automatically create standard report types for these as well, such as Opportunities with Shipping or Opportunities and Shipping (Depending on whether it is a lookup or master-detail).

    Custom report types can include up to 4 objects in a parent-child mode, include fields from lookups to other object as well as a whole bunch of other features, let’s take a deeper look. To get started on CRT please navigate to..

     

    Thanks

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Viewing 20 posts - 1 through 20 (of 191 total)