Salesforce For Beginners 2023 - 3. Create Lookup , Master-Detail Relationship and rollup summary

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Hello and Welcome to " Salesforce for Beginners " Tutorial Series
|Salesforce Developement Tutorials| Salesfoce Administration tutorials|
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Video#3
Salesforce Administration tutorial
How to create Lookup relationship, Master-detail relationship and rollups
Learn:
How to create an salesforce custom Lookup?
How to create an salesforce junction Object?
How to create an salesforce custom Master-Detail Relationship?
How to create rollup summary on Master-detail Relationship?
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Contents:
0:11 - Index
0:20 - Introduction to Lookup Relationship (One to Many Relationship)
1:34 - What a standard Lookup relationship looks in salesforce. (Example)
3:36 - Creating Custom lookup (Use-case 1) between Standard Object (Account) and Standard Object (Contact)
6:22 - Creating Custom lookup (Use-case 2) between Standard Object (Account) and Custom Object(Employee)
note:- To Learn How to Create a custom object click on this Link:: • Salesforce For Beginne...
8:41 - Creating Custom lookup (Use-case 3) between Custom Object(Employee) and Custom Object(Student)
11:25 - Introduction to Lookup relationship (Many to Many relationship)
11:52 - What is a Junction Object?
12:50 - Creating custom Junction Object and then Creating Many to Many relationship with Custom lookup using custom junction Object.
18:21 - What is a Master-Detail Relationship in salesforce?
18:45 - Creating Master-Detail Relationship.
26:15 - What is a roll-up Summary?
26:44 - How to create a rollup summary in salesforce?
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Watch previous Video:
#2 How to create Applications, Objects, Tabs and Fields
click here:: • Salesforce For Beginne...
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Опубликовано:

1 фев 2018

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Комментарии : 80

@BeginIT 4 года назад

Hi All, Please note the following Corrections on Junction Object Topic: A Junction Object has Master-Detail Relationship always and not lookup Relationship. > 12:08 I said Create a Lookup. This is Incorrect. We create a Master-Detail Relationship. > 14:28 15:16 Select Datatype as Master-Detail Relationship and not lookup. In case you have already created the relationships as lookup then you can edit the field and change datatype to Master-Detail Relationship. To understand what is Master-Detail refer the timestamp 18:26

@kennethob7 3 года назад

Hi sir, I just came across your modules on salesforce training following your teachings... I am having a different page layout, after creating a lookup relationship, from the "Custom Contact Tab", as the child object...Now, trying to look it up, I clicked on the Custom Contact Tab, but it won't display the same page layout, with a lookup field, as yours, to link my relationship to an account ??...

@starman9000 4 года назад

Hey man you content is spot on! i am a beginner for the salesforce, you are my rock star, well presented and to precisely, keep it up, make more videos please. Thank you.

@billsmith7423 4 года назад

Great job! I'm a beginner also and this is the best "How To" on this important feature I have ever seen. Keep up the good work!

@realcareers 4 года назад

Just started salesforce trailhead and this video was perfect to assist in understanding what I'm reading. Thank you so much.

@PurnaChandraSwain 2 года назад

A great 'How To" tutorial for Salesforce learners! Very useful for SF Developer learners!!

@EmailgroupieESLEducation 5 лет назад

Thank you for the explanation. Very clear and to the point. Great job!

@syedasadtirmazi8207 3 года назад

Fantastic video. Very helpful. Thank you.

@skk6833 2 года назад

Very well understood topics

@mohammadrazzak5355 5 лет назад

Thank you for creating an easy and friendly video for SF Basic.

@srujanaks1017 2 года назад

Tanq so much ....I'm from science background...searched for a week for salesforce classes...but I didn't understand any of the class, bt ur the best, getting very easily best explanation, no words....ta🙏

@ankitvadera624 4 года назад

I'm speechless buddy after seeing the way you have explain with practical example. I must say all udemy course (I mean paid courses) are failed over it. Please make another part soon..!!

@alphadevcsc2sks679 2 года назад

Great video , clear explanation. Your voice is suited for tutorial videos.

@sasikalamekala4221 Год назад

Very cleared explanation TQ bro

@neotizzy 2 года назад

Very nicely explained and demonstrated. Thank you.

@ananyarealworld15 5 лет назад

Please continue posting more videos. They are really helpful. Also please post a video of building custom app using Apex and Visualforce.

@sabestian7967 3 года назад

Great learning about lookups and rollup.

@abhishekranjan3734 5 лет назад

Thank you, sir, to teach us a very important point of salesforce, Explain to easily

@nasoorsocialpodcast 3 года назад

I cant help seeing these tutorials. I love the way information is organized, described and than well shown. It will be beneficial in long run.

@chithraprakash8392 5 лет назад

Thank you very much for a wonderful video.

@PunitMishra7294 5 лет назад

Pretty crystal clear explanation.. 👍🏼👍🏼

@kaviyaravi1862 5 лет назад

Great video I clearly understood the topic

@Sadhguruji_Thoughts 5 лет назад

Nice one.. thank you so much

@aliciamoore2428 5 лет назад

Thanks excellent !

@aishwaryakamble4604 2 года назад

Thanks a lot 🙏

@shaikibrahim9435 3 года назад

Well taught, You could be my master.

@priyankaarora7931 5 лет назад

The way you explain is too good :)

@yashithabollipali9950 5 лет назад

The explanation part was very clean.

@fstgtech365 4 года назад

i just started learning about CRM FORCE with your video. Thank you very much for the lessons. please can you provide info on how to create the parent object PROJECT???

@NibinGeorge 4 года назад

Awesome Job brother. Keep posting. :)

@Folgore8585 6 лет назад

You should continue posting videos for this series :)

@diptimukar7966 5 лет назад

Your videos r excellent and easy to understand for a non tech person! Do u have more videos on Udemy! Please upload more videos! Thanks

@pratiksaha2536 3 года назад

Too good!!! Carry on brother 👌

@srirambharat9572 4 года назад

Thanks a lot!

@saraswathis1761 2 года назад

Please share more videos

@LavkushSingh-rn7oe 4 года назад

Very good video

@yanamalaravikumarreddy7680 4 года назад

Good bro nice teaching & total formula fields explain pls bro

@venkyvarshini1940 5 лет назад

nice Please upload the next video

@vijayalakshmi-ud9hy 5 лет назад

Please upload more vedios, your vedios are good

@willdaugherty2842 4 года назад

do you have videos that are done in lightning view? the business i work for uses lightning and i think it is a bit more intuitive and clean.

@johncrick8074 3 года назад

This is a terrific video! Thank you for the time and effort you put into making this such an informative and easy-to-follow guide on relationships. Is it possible to create a Master-Detail Relationship within Contract Records? That is, if I have a Contract Record that is a Master Services Agreement (MSA), can it be treated as the "Parent" to Contract Records of various Statement of Work (SOW) and AMendments, the "child" documents? The goal is to have visibility in the Parent Contract Record of all related SOW and Amendments, while at the Child level visibility to the Parent Contract Record.

@BeginIT 3 года назад

If the goal is to only show all child agreements under the parent agreement/contract then try to create a self lookup ..i.e a lookup from contract to contract.. this way when you create a child contract record you will have the option to select a parent contract in the new lookup field. (When creating a parent contract record you can leave the lookup field blank - as it does not need to have a parent) . Master-detail will probably not work here as a detail or child cannot be parent or master to another.

@rajeshsvvsn 5 лет назад

please post next part-4 video.

@VijayKumar-gy7fg 5 лет назад

bro Wht ur telling was everything awesome but in previous session u created only student Tab. and now Here it is showing Employees and contacts tabs. when u created those apps and what information did saved we don't know so please teach step by step so that we are not confuse.

@rajatmalik2622 4 года назад

Yes I agree with you and request the trainer to clear this gap

@katsimmons3696 4 года назад

It is true. I got lost because I didn't have the Contacts or the Employee tabs to continue.

@anuragnarang26 4 года назад

Nice video but you could have added few points things as well such as showing cascade delete, junction object with master detail relationship, limits of number of relationship per objects etc Overall nice and clearly explained video

@BeginIT 4 года назад

Hi Anurag, thankyou for the feedback. Will surely have this queued for my later videos.

@chithraprakash8392 5 лет назад

Please upload more videos

@poojatayal25 3 года назад

hi, thanks for uploading such an amazing stuff. may I know that why sometimes, while creating new fields/relationships "Master detail relationship" button is either not available or disabled?

@naveenkumar-wq7yr 2 года назад

If you are going to create Master detail relationship there shouldn't be any records in the child object.

@rodelentrampas5660 Год назад

This is it

@simplyhatke 3 года назад

Hey, First of all, you are explaining very well and Just because of your explanation.I'm giving time for this course religiously. Second thing, When I'm trying for roll up summary option , it is greyed out., which has info icon consists of text(you cannot create this type of field on this object because it is not the master in a master detailed relationship), can you explain?

@BeginIT 3 года назад

Hello, thankyou for your interest in my videos. To answer your query. Lets say you want to create a rollup field on object X to get the count of all records related to X from object Y, you must first create a Master detail relationship from object Y to X. This would make X the Master object and Y the child object. Please watch from 18:41 onwards to understand the same.

@jyotichaudhary9057 5 лет назад

Please upload the next video

@tullimillichinnabasavaiah4354 5 лет назад

please upload more videos. and beginners -4 video not there Sir. please upload all videos on salesforce. video is very very good sir

@netmarketer77 5 лет назад

WHERE I CAN FIND THE REST OF THOSE VIDEOS?

@rajatmalik2622 4 года назад

Hi Sir, I have received this below error when creating the Master detail relationship. Pls help and brief here "Cannot Create Master-Detail Relationship 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."

@BeginIT 4 года назад

Hi Rajat, the key point here is a child object record cannot exist without the parent record. It is the premise for a Master-Detail relationship. Your child object already has records, creating a master detail relationship would mean that you are introducing a new field which Must have a value always which would be false as the existing records will not have a value corresponding to your new field. To resolve this u need to do the following (pick 1 of the 2 methods) : Method 1: Delete all records in your current object. Then create master-detail relationship. Method 2: Step 1 : On your current object (child) create lookup field .eg. parent__relation__c of datatype lookup(parent__c) where parent__c is your parent object. Step 2: Now populate values in the new field.i.e. reference to parent records. Step 3: goto your field and edit it. Change datatype to master-detail. Please opt for method 2 if its not feesible to delete records. Hope this helps!

@bepinnandan5285 2 года назад

5:50 how can we create that form kind of thing ??

@shubhamkashyap9868 5 лет назад

I have a doubt, is a master-child relationship only applicable to custom objects or we can select a combination of standard and custom objects?

@BeginIT 5 лет назад

Yes. you can have a Master Detail between Standard Object and a custom object. Standard Object must be the Master though. it cannot be the child or detail. and the Custom object can be detail.

@kindrathomas9203 5 лет назад

I received the error: The custom field name you provided “Emergency Contact” can only contain alphanumeric characters.. this is a know issue according to the internet. But I can’t get passed it in order to create a “Lookup relationship”. Please advise. Thanks!

@BeginIT 5 лет назад

Try Naming it "EmergencyAccount" or "Emergency_account" in the field Name. The Field name is used to generate the API name of the field which is used to reference it . Usually when you enter a field name with a space like "Emergency Account" it accepts it and generates the API Name with _ by itself. i.e. "Emergency_Account__c" (API Names have __c in the end). :)

@kindrathomas9203 5 лет назад

Thank you! That worked!

@s.javed22 5 лет назад

nice work man , although i get to know here you too are a Dragon Ball fan like me in this age :)

@BeginIT 5 лет назад

Thanks :) .And yea.Always ready for a re-run of the Dragon Ball Series, no matter how old i get ;)

@s.javed22 5 лет назад

@@BeginIT brother i am about to appear in certification exam Do you have any study material? And at your free time can we talk?

@muraligopi2984 3 года назад

how to know whether its a parent or child?

@harishkumar-xo8ho 5 лет назад

First of all thanks for the videos. Can you help me understand the difference between "developer.salesforce.com", "test.salesforce.com" and "login.salesforce.com" url's.

@BeginIT 5 лет назад

A production environment for your organisation can be accessed by logging in from login.salesforce.com. Test.salesforce.com is where you log in when you have a sandbox environment - this is where developement and tesring is done before pushing it to the actual enviroment , that is the production. A free account that we get to try out and learn salesforce is accessed from login.salesforce.com Lastly developer.salesforce.com is where salesforce developers can find resources or access to communities for clarifying concepts, learning about existing or new features or documentation of salesforce. Hope this answers your query! :)

@veenusg7875 4 года назад

Please continue series lectures are very good

@koushiksl661 2 года назад

Hello I am not getting projects

@bankebihari9568 4 года назад

Junction object is for Master Detail relation ship and not for look up

@BeginIT 4 года назад

Thanks for identifying this. I have posted the correction on my pinned comment.

@cgupadhyay 5 лет назад

Is it done??? Really only 3 videos... There is lot more to learn.... Please upload the next video... Do it now... Please....

@tokhionthemoon106 4 года назад

in object's field this name is generated automatically, i don't want it what should i do.

@BeginIT 4 года назад

Hi, For a field when a API name gets generated automatically you can change it.Just remove the autogenerated text and type your desired API name instead. Follow naming guidelines like no spaces and no numbers at the beginning and the Name will be set as per that provided the name does not already exist.

@tokhionthemoon106 4 года назад

@@BeginIT thanks it helped a lot