- June 28, 2018 at 12:55 pm #29489Sanjana #323
Can we create Master-Detail relationship on existing records in Salesforce?
Can we create Master-Detail relationship on existing records in Salesforce?August 13, 2018 at 2:12 pm #31546Anurag algoworks #12
You cannot create a new Master-Detail relationship on an existing custom object if records already exist. You must first create a Lookup relationship, populate the lookup field with data in all records, and then change the relationship type to Master-Detail.September 12, 2018 at 4:34 am #33690Parul #2
You can convert a master-detail relationship to a lookup relationship as long as no roll-up summary fields exist on the master object.You can convert a lookup relationship to a master-detail relationship, but only if the lookup field in all records contains a value.
You can create a relationship from an object to itself, but it must be a lookup relationship, and a single record can’t be linked to itself. However, a record can indirectly relate to itself. For example, the Holiday Promotion campaign can have the Direct Mail campaign selected in the lookup relationship, and the Direct Mail campaign can have the Holiday Promotion campaign selected in the lookup relationship.You can’t create a many-to-many self relationship, that is, the two master-detail relationships on the junction object can’t have the same master object
ThanksSeptember 15, 2018 at 12:52 pm #34332shariq #1
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.September 29, 2018 at 7:51 pm #41070Avnish Yadav #3
You need to create the lookup, then populate each one so that each child record has a parent record. This is because a master-detail relationship does not allow for ‘orphaned’ child records. Once you have a lookup with each child having a parent, then you can go back and convert the lookup field to a master-detail.
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