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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