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What is Master Detail & Lookup relationship in Salesforce? | Different Types of Relationship Fields

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In this video, Shrey explained different types of Relationship fields that we have in Salesforce:
- What is Master-Detail relationship in Salesforce and when to use it?
- What is Lookup relationship in Salesforce and when to use it?
- What is Hierarchal relationship in Salesforce and when to use it?
- What is Self relationship in Salesforce and when to use it?
This is part 2 of the relationship videos, find the link to other parts below.
Understanding Relationships in Salesforce (Basic) | How relationship works in Salesforce
• Understanding Relation...
Many to Many relationship:
• How to implement many ...
Grow your business with THE BEST SALESFORCE IMPLEMENTATION and CONSULTANCY SERVICES
Reach us out here: cyntexa.com
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Shrey is a Chief Executive Officer at Cyntexa which is considered as one of the top Salesforce Consulting Partner in USA, UK, UAE, Australia, Singapore & India having a vibrant team of 100+ certified Salesforce experts which include developers, architects, consultants, administrators, and MVPs.
Shrey took Cyntexa from 5 to 100+ people in less than 1.5 years while multiplying the revenues by 8 times. Shrey has been an entrepreneur since the age of 13 as he was buying and selling stuff and making money in the school itself. Shrey is the Youngest Salesforce MVP in the world who firmly believes in providing value to the people and building long term value-based relationships. His mission is to disrupt the way professional technical services are delivered by bringing back the empathy for the end-user rather than being operational and transactional.
Shrey is popularly known as Salesforce Hulk in the Salesforce ecosystem as he was the first one to start creating videos on Salesforce on his RU-vid channel named as Salesforce Hulk and that too at the age of 19. Shrey is also the founder of S2 Labs which is a Salesforce Training Company, being the 1st one to start Salesforce training in Rajasthan, India, and currently selling his courses worldwide. Shrey is also a marvelous speaker who actively presents on topics that revolve around Salesforce and Entrepreneurship in various worldwide conferences. Shrey has also been a Judge in multiple technical and business hackathons organized by the Government of India like Smart India Hackathon.
Shrey is a leader with out of the box thinking who emphasizes not only on hitting the sales targets but also on providing an amazing experience to the customers as well as employees. Shrey believes in building a team with strong values, ethics, and behavior which leads to the amazing culture at Cyntexa.
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#salesforce
#learnsalesforce
#salesforechulk

Опубликовано:

5 сен 2024

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Комментарии : 143

@charumaheshwari6177 4 года назад

I dont usually comment but for you I have to say, you are by far one of the best resources I’ve been able to find for Salesforce on RU-vid. I say the following with nothing but respect and appreciation for that you do.

@ana.78623 2 года назад

Just my favorite Salesforce instructor, keep going with your amazing work! We really appreciate it

@SalesforceHulk 2 года назад

Thanks a lot, Ana. Means a lot 🙏🏻😊

@narmatharathinasamy5778 Год назад

As a fresher I had got better understanding in your videos compare than other salesforce videos on youtube. Keep doing.

@SalesforceHulk Год назад

Glad to hear that!

@DJBremen 3 года назад

Man you are helping me learn waaaay better than other tutorials and online resources.

@VikasArora77 5 лет назад

You said in the video that you are demonstrating Master-detail, Lookup, Self-relationship and then you trimmed that part. As a result, I had to find those examples outside. Otherwise, the explanations are really good.

@manikusha4133 5 лет назад

yes we need practical example , please attach with here

@bilagisk 4 года назад

Yes please attach practical video ..don't trim it..

@Sri-dn1vz 4 года назад

He said "what is master detail and lookup" but now how it is implemented. "You have to read the requirement and understand every word of it before implementing"

@RupeshKumar-in8mz 3 года назад

Hi Shrey, You are explaining the concept in a very very amazing way. Though I am not from IT background but still able to understand the topic completely. Thumbs Up Man!

@SalesforceHulk 3 года назад

Glad it help you.

@ZombiesOnYourLawn66 11 месяцев назад

I am late to the party, but thank you so much for your helpful info! This was very concise, understandable, and straight to the point.

@SalesforceHulk 11 месяцев назад

Glad to know that !

@jacchevr 5 лет назад

I have to say, you are by far one of the best resources I’ve been able to find for Salesforce on RU-vid. I say the following with nothing but respect and appreciation for that you do. Do you happen to have any of what you go over written out somewhere or possibly can have closed captions created for your videos? Thanks, and keep up the great work!

@suppr-duppr 3 года назад

I watched 10 more vids on this topic before you explained it really well to me .... many thanks ... you are truly a SF Hulk! ...

@anupriyasharma7672 3 года назад

This is so logical way of teaching.... Best video

@rithikg6540 Год назад

salute hai bhai aapko 10 din se pareshaan tha 10 min me samajme aagaya

@SalesforceHulk Год назад

Glad you liked it !

@patrickbateman7665 5 лет назад

I guess this is the 1st video i watched on RU-vid with 10k view & " ZERO " DISLIKES. Of course you are a SALESFORCE HULK..... 🙂🙂

@sumedhabanerjee6178 4 года назад

The explaination was too good.But just wanted to add 2 more points in master-detail relationship:1.An object can have only 2 master-detail relationship with other obj 2.Roll-up summary field can only be created if master-detail relation is present..

@saladina2472 3 года назад

Thank you.

@praswanthreddy8673 2 года назад

Worth mentioning points 🎉. Thank you

@manavmishra3086 Год назад

I love your energy level bro , It keeps the video lecture live and interesting. I also go through other YT tutorials but , within few minutes I am getting boared and feeling lazy. But it's not the case here.

@SalesforceHulk Год назад

Thank you very much for your wonderful words! And we're glad that you're enjoying our tutorials.

@kirtanashetty9938 3 года назад

Thanks for clearing the concept.

@nadegeelikya4262 3 года назад

You are one of the best tutor. Simple and efficient

@vaishnavi36 4 года назад

You deserve millions of subscribers.....u r literally the BEST teacher in salesforce..Love you Shrey :* :P

@ShivaKumar-bm4di 3 года назад

Long term fan boy for salesforce hulk❤️

@SalesforceHulk 3 года назад

Thanks

@josephinel2279 5 лет назад

Please add your explanation for Direct and Indirect Relationship which will cover all relationships in Salesforce

@Leksi489 Год назад

Thank you so much for the detailed explanation!

@SalesforceHulk Год назад

You're welcome.

@theirbodiesnotours Год назад

Used this to revise Salesforce concepts. Thanks !

@SalesforceHulk Год назад

you're welcome

@vrushabhkhot4688 Год назад

Hi are you working in salesforce?

@ArvindGupta-tk9wr 3 года назад

This video was so helpful ....

@SalesforceHulk 3 года назад

Thanks alot.

@sanchijain7556 5 лет назад

Can you please share the video where you have implemented these relationships in the org.

@ManishKumar-rz9ub Год назад

This guys explain well,

@SalesforceHulk Год назад

Glad you found this video helpful !

@praveenkumarab5834 5 лет назад

Finally i found best teacher in salesforce

@sonalijadhav9446 Год назад

Nice Shreya deep information.... All clear about relationship in SF

@SalesforceHulk Год назад

Glad you liked it

@shivanshu2202 3 года назад

I subscribed udemy to learn, but i come back every time to your video. I wasted my money

@SalesforceHulk 3 года назад

Hahahahah! Glad you liked my Content.

@thangammani8592 3 года назад

I really appreciate you on your crystal clear explanation 👍

@SalesforceHulk 3 года назад

Glad it was helpful!

@chithraprakash8392 5 лет назад

Your videos are the best! Very helpful to understand the concept. Please upload more videos. Thank you very much for your work.

@prateekdubey3691 10 месяцев назад

Excellent explanation !! but why the part where you showed the practicals in salesforce was cut ?

@YogaJourneyWithSukhjitKaur 3 года назад

Very useful explaination ! Thank you !

@sri4283 Месяц назад

Pls explain about one to one relationship between objects in salesforce, In same object we have 1-1 between fields. what about two objects?

@chandureddy5208 4 года назад

Very clear explanation

@mahimabansal3316 3 года назад

Thanks buddy.. u cleared the concept

@SalesforceHulk 3 года назад

Anytime!

@shekharvinayak 4 года назад

True , I don’t see a video implementing the concepts on the org I.e hands on

@vijaykumar-ut1ze 4 года назад

yes..there is no video seen for the org

@priyankashinde1424 3 года назад

Thanks for better explanation :)

@kaumusharma997 3 года назад

Hi! Shrey please explain the External lookup & Indirect lookup also...

@krishnachaitanya8853 4 года назад

Excellent .............................. sir

@donnaguimond291 Год назад

It would be really great if you could turn on close captioning. :)

@chrissiramsey7956 5 лет назад

This was SO helpful!!!

@rajeshk6111 4 года назад

It could be great if you covered the sharing setting of master-details (read / Read&Write) settings.

@shalinipriyadarshini3806 4 года назад

You have explained concept very clearly.Thank you for that.Can you please show us that with example about Look up and master detail and also how to convert from look up to master detail and vice versa.I have seen in your other video that you respond to comments also and made a video for page layout

@abhishekbadge5359 3 года назад

Brother it seems redundant but you are master....

@AmitSingh-xo1uz 4 года назад

Excellent explain👍

@divyashree8413 4 года назад

Detailed explanation is gud.. but it would be better if showing example in Salesforce

@bhagirath2957 2 года назад

What about a case where Branch, Sections, Student and Teachers are involved. What all relationships should be used? In addition to Master detail for Branch and Student.

@hdilhara 3 года назад

Best explanation man.......

@SalesforceHulk 3 года назад

Thanks

@mubassharabbasi4142 2 года назад

In that case, Parent Account field on Account object is the example of Self relationship?

@asheesh857 5 месяцев назад

1 more important point: If you create a record in child and then associate it with a master, we can't do that. We will always first create relationship between objects and then fill records in child. But, if we mistakenly create record first before creating master-detail relationship and want to establish master-detail, we must first join the objects via lookup relationship and then convert that relationship to master-detail.

@SalesforceHulk 5 месяцев назад

Yes, you are right, but what is your question?

@asheesh857 5 месяцев назад

@@SalesforceHulk I was just contributing a point from my end which I learnt while preparing for interviews. I am giving some Salesforce developer interviews now and watching your tutorials helps me to prepare for them. They are very well explained and concise. Thank you for that.

@sahanakgouder4393 5 месяцев назад

do you know any good resource for Salesforce devops?

@georgeatscha7296 5 лет назад

Could you please turn on CC on your videos ? Thanks

@sahanakgouder4393 5 месяцев назад

Thank you , it was very helpful.

@SalesforceHulk 5 месяцев назад

Glad it helped!

@newdawn775 4 года назад

Great tutorials

@chithraprakash8392 5 лет назад

Please upload more videos about app builder exam related topics 🙏🏾

@saladina2472 3 года назад

That was fun to watch.

@rakeshdoddigarla8800 5 лет назад

Hello Hulk, Thank you for the detail explanation, but I still have a question on "Hierarchical relationship" . As it was defined "A self relationship on the user object". Please explain more about USER OBJECT. Pleasure meeting you.

@sachinrnayak3420 3 года назад

Hi rakesh, As Salesforce provide some Standard Object such as Account, Contact, Lead and many more, Salesforce also provides us the standard object called User object which store the data of the user in Salesforce. Each time a User is created means a record is created in User objects.This also contains the community user records.

@prakhyat2619 2 года назад

7:21 - 7:41 The point about 'Lead or User' can somebody please explain that to me. He said in the video "Lead or User can never be at the master side and standard obj. can never be at the detail side" in one statement which I did not understand.

@ansumanbehera8150 2 года назад

nice explanation. find it very useful. just one thing to ask is the demo in org where you can show by navigating the points that you have explained, is missing in this video. How do we access that, if you can suggest please.

@tinyworld953 2 года назад

Very good ❤️

@shubham_bagal_ 2 года назад

is it possible to convert master detail into lookup relationship without removing roll-up summary fields?

@user-qo1xg3lq9q 2 месяца назад

Please tell me where is the video that you have created the relationships in Org please, the video clip is missing in this.

@SalesforceHulk 2 месяца назад

You can refer to this video :- ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-OBnDHMpCR8s.htmlsi=zBpjZL4gVbcOxGY1

@EDHOKATIESEDDAM 5 лет назад

Please make videos on triggers and test classes

@lovedeepsingh8702 5 лет назад

Great video as always..

@rajasekhargoudkuruba5781 5 лет назад

Good bro You are explain cocept easy understandable but could u give the demonstration real time working

@eswaranaidu8128 5 лет назад

Hey Hulk can you explain relationship between account and a contact. Some times it seems to be like a lookup and some times it seems to be like master detail relationship. But, In your video you explained that Standard objects can never be on Detail side of MD relationship.

@SalesforceHulk 5 лет назад

Nice question! The relationship between Account and Contact is lookup with cascade delete where contact has its own owner field and its own properties but whenever the account is deleted all of its associated contacts also gets deleted.

@ASAANLLC 2 месяца назад

is it 'Branch has a lookup relation to Student' OR 'Student has a lookup to Branch' .. how to read it correctly?

@SalesforceHulk 2 месяца назад

It depends on business to business, there could be multiple student in a single branch, and one student can also take multiple branch( special case ) .

@rohitkolhekar4878 5 лет назад

Thank you. Information is crisp and clear. Thank you very much 🙏

@ganeshmhaske8717 3 года назад

I am not able to undertake org ...pls explain it

@manjub4370 5 лет назад

Why lead and User object can not be on Master Side? Please some one explain

@thejaeventsanchorthejashiv4108 4 года назад

I'm your new subscriber...I just started with Salesforce. I want to get certified in a basic level certification firstly...which one to get certified for a beginner and can u have some latest dumps from you that supports certification

@bujjivenkateshwarlu6942 3 года назад

Can we convert look up to master detail? and what if we create MD after we are have some records in the object?

@sachinrnayak3420 3 года назад

Yes we can convert lookup to masterdetail, but we have to make sure that there must be a value in the lookup field on all the records. So then only we can convert lookup to masterdetail. You cannot create a new Master-Detail relationship on an existing custom object if records already exist. When we try to create Master Detail relationship usually the above error will not be displayed before creating any records in Child Object.

@AsifAli-kr7eg 5 лет назад

Nice sir

@ManojKumar-uu2nv 2 года назад

This guy is amazing .. haha

@SalesforceHulk 2 года назад

Thanks man!

@freespacegamer372 3 года назад

so standard objects lead or user can be on the detail side of a master-details relationship. ?

@sachinrnayak3420 3 года назад

No, standard objects cannot be on the detail side of the master detail with custom object in the master side. If a custom object is on the master side and in the detail we cannot have standard object. Standard object in detail side is only applicable if the standard object is in the master side too.

@GUNJANASWANI 4 года назад

Can we create self relationship for master-details if not then why we can't?

@sachinrnayak3420 3 года назад

Hi gunjan, By definition, a Child record requires a Parent record. By allowing a record to be M-D to it's own type, you'd create an infinite loop of parent-child records.

@tusharmodak5099 3 года назад

where is the org part of creating relationship???

@usamaahsan5553 5 лет назад

no org implementation. Can you please share them ?

@AdityaKumar-dn6wd 2 года назад

where is the implementation of these relationship of this video?

@kuthalasivaram981 5 лет назад

Great job hulk. Your videos are are very simple to understand about the concept. Can you please videos on triggers and test classes?

@anirudhgarg_ 2 года назад

Bro, Why didn't u showed it on orgs as u were talking

@hareeshbasanagoudra4695 5 лет назад

Why is that standard object cannot be on detail side? Please explain.

@sachinrnayak3420 3 года назад

Hi hareesh, However, the standard object cannot be on the detail side of a relationship with a custom object. Its data can appear as a custom related list on page layouts for the other object. Many-to-many, You can use master-detail relationships to model many-to-many relationships between any two objects.

@emiljose6344 4 года назад

Hi, Why cant we have a relationship between account and contacts ?

@SalesforceHulk 4 года назад

Coz there is already one. 🤓

@jaspreetdhawan4852 5 лет назад

Hi shrey....is master detail field same as foreign key field that we use in relational databases?

@sachinrnayak3420 3 года назад

Yes it's a bit similar Master-Detail Relationship in Salesforce is a parent-child relationship in which the master object controls certain behaviors of the detail object. When a record of the master object is deleted, its related detail records are also deleted.

@davidgutierrez8795 3 года назад

so User or Lead objects can never be neither; master nor child ?

@sachinrnayak3420 3 года назад

Correct

@prakashreddy9715 4 года назад

who is the owner of the record if convert master detail relationship to lookup relationship ?

@sachinrnayak3420 3 года назад

Owner of the record remains the same

@ankamaraojanaki 3 года назад

Explanation non linear way is bit confusing, so go on straight explanation.

@bommanasrinu421 5 лет назад

Y don't you show how to do master detailed relationship on system ?

@sachinrnayak3420 3 года назад

It's very easy. Click on the gear icon, select setup, click on object manager, select the object, select fields and relationships, on data type select master detail and then you can proceed creating master detail relationship

@kesanakarthik 5 лет назад

I want some guidance about dev 402 certification

@SalesforceHulk 5 лет назад

let me know how I can help

@kesanakarthik 5 лет назад

Is dev402 is enough to get job

@kesanakarthik 5 лет назад

Which companies are hiring through salesforce for engineering graduates

@rocking6431 5 лет назад

Hello shrey sharma How are you doing? Need a favor from you please help me on a question How do we explain in an interview - Explain me about your project ? (need a detail explanation please) I am looking for a project explanation on salesforce developer/admin (7+ years of exp and lightning added to it) as my latest project is on Hotwire Communication's i would really appreciate once you share your knowledge ASAP TIA.

@rocking6431 5 лет назад

Hi shrey sharma, I was actually waiting for your response can you please help me out for the project explanation im in urgent need. i just need general project explanation that how to explain to the interviewer it is an in-house project of 7+ years as i said and what salesforce admin/developer role plays in this position for Hotwire telecommunication company. can you please send it to my email id- rocking462@gmail.com I really appreciate your response. will be waiting for your reply. TIA

@chaitrap6748 2 года назад

Hi sales force hulk plz plz 🙏🙏🙏 I request u to teach and explain slowly. u are always explain like a express train. see all kinds of people will be watching ur video like freshers, and who have language problem of English so to reach everyone please go little slow.

@sikandarkhan2595 5 лет назад

@annapurnamishra7191 5 лет назад

Hello sir , Your explanation is really good thanku so much all the doubts are cleared

@kesanakarthik 5 лет назад

1st view

@jitendratiwari4292 2 года назад

In hindi plz

@likithathanna 2 месяца назад

after watching this video the knowledge i have on this topic is gone. the way of explaining is more confusing, please try to explain with clear examples. its seems like you are just saying what you recited.

@SalesforceHulk 2 месяца назад

Thank you for your feedback. We're sorry to hear that the video was confusing for you. Could you please let us know which parts were particularly confusing? Your input will help us improve. Thanks for watching!