Learn Salesforce Basics - Blog - 5.2
In the previous post (3.1), I have discussed Salesforce basics topics like Standard object, Custom object, Profiles, Permission Sets, Roles, Workflows, Process Builder, Approval Process, Flows etc.
1. What are the types of Relationships in salesforce ?
- Lookup Relationship
- Master-Detail Relationship
- Self Lookup
- Many-to-Many Relationship
- External Lookup
2. What is Lookup Relationship ?
- It links two objects together.
- It is allowed upto 25 for an object.
- No impact on security and access and deletion.
- Lookup field is not required.
3. What is Master-Detail Relationship ?
- It is a parent-child relationship.
- If a parent is deleted, child also gets deleted.
- Rollup Summary field can only be created on Master records which will calculate the SUM, MIN, SUM of child records etc.
- Allowed upto 2 on an object.
- Access to parents determine access to children.
- A child of one M-D relationship cannot be parent of another.
- Lookup field on page layout is required.
4. What do you mean by Many-to-Many Relationship ?
- You can use Master-Detail relationship to model many-to-many relationship between any two objects.
- For this, a junction object is created.
5. What is Self Lookup Relationship ?
- A self-Relationship is a lookup relationship to the same object.
6. What is External Lookup Relationship ?
- An external lookup relationship is another new field type introduced with Salesforce Connect.
- This type links an object to an external object.
7. What is Junction Object ?
- It is an object that contains many-to-many relationships between to related objects.
8. What are Validation Rules ?
- It verifies that the data a user enters in the record meet the standards you specify before the user can save the record.
- A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of "True" or "False".
9. What is Page Layout/ Editor ?
- It helps you manage the content of pages in both our Classic UI and Lightning Experience.
- It lets you control which fields, lists of related records user can see, which field is visible, read only, required etc.
10. What are Record Types ?
- It customizes the UI by assigning multiple page layouts and separate UI for the same object.
- It lets you offer different business processes, picklist values, page layouts to different users.
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