Khandagale-Saurabh / Salesforce

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Relationship in salesforce #4

Open Khandagale-Saurabh opened 2 years ago

Khandagale-Saurabh commented 2 years ago

https://www.youtube.com/watch?v=tS3WitkyPiA&list=PL70-k_f-tFW1bsHebSTvwk4BJuw_ccMv1&index=9

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Q] Juntion object => Objecte with 2 parent is called Junction Objects (Student) => any one mster record deleted then correspoinding child record will also deleted

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{Before Interview}https://www.youtube.com/watch?v=mXAclxcS6Zk&list=PLzE6zoJXktf3YnlTIi9vRVs4MrjNhk51B

https://www.youtube.com/watch?v=32ebJH5HK7I

to create a relationship go to the child object and create a field relationship people[Child] and project[Parent] In this case got to people object and create a new field with relationship[lookup or master details]

Many to Many To create a relationship between two objects where there are many too many relationships in which you cannot determine who is parent and who is the child {JOB & Candidate} 1] you have to create a new object eg: create Assignment as the object 2] create a field with Look Up relationship with chind1 & child2 eg:[Job & Candidate] 3] Now go to child1 you will find assignment filed their.

Master details Relationships image jab tuze parent ki filed compulsory krna hai child record mai tab tu ye kr le

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Hierarchy relationshp

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Khandagale-Saurabh commented 2 years ago

Q] LookUp RelationShip

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CHILD TO PARENT (RESTAURANT TO CONTACT) SELECT Contactr.Name, Contactc, Cuisinec, Halalc FROM Restaurant__c

PARENT TO CHILD (CONTACT - RESTAURANT) SELECT Name, Birthdate, Email, (SELECT Id, Name, Cuisinec, Halalc FROM Restaurants__r) FROM Contact

BOTH PARENT AND CHILD RELATIONSHIP QUERY SELECT Account.Name, Name, Email, (SELECT Id, Name, Cuisinec, Halalc FROM Restaurants__r) FROM Contact

ACCOUNT - CONTACT RELATIONSHIP QUERY (Standard Objects) SELECT Name, (SELECT LastName FROM Contacts) FROM Account // P-C Rel Query SELECT Account.Name, Account.Email, LastName FROM Contact // C-P Rel Query

Khandagale-Saurabh commented 2 years ago

https://www.forcetalks.com/blog/different-types-of-relationships-in-salesforce/

1] Herriarchical relationship: it is user to user relation ship [1:1] relationship user->field->custom field: 2] where to view this ? when we edit or create new user there we see this herriachical field

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Khandagale-Saurabh commented 2 years ago

https://www.youtube.com/watch?v=xzzCGzhJLdY [Junction object] <-> Many to many RelationShip Each child can have only 2 master details relationship. Master details is created on child object.

image In this case project_task is a junction object. Project [Parent1 ] Empolyee [Parent 2] Project_Task [ common Child ]

External ID: it is similar to a foreign key It is use by data loader to

Khandagale-Saurabh commented 2 years ago

change master detais to look up: if rollup summary is present in master object then remove roll u field and then change field type to lookup Book is parent , book history is child :

master details file will create on child object

to convert this delete roll up summary filed if prest on master object; and tehn change filed type to master detaisl

Khandagale-Saurabh commented 2 years ago

Change look up to master details: Error will not come if all child file have there parent filed or there is 0 record in master record

But Error will come if child filed not have parent:

How to convert: just chnage filed type button and click on master details

Khandagale-Saurabh commented 2 years ago

Q]lookup filer? Q]Field history tracking :who, waht old ale, new value in case of long data it track only new data [ it track for 6 months] Q] how many report can we add in dashboard Q]the main difference between object-specific actions and global actions is in salesforce Q] global action in salesfoeces Q] publisher layout Q]email template types Q] evaluation criteria , entry critry and rule criteria how many workflow for object :50 overner limit post vs comment jump star[1 pagr process] vs standard approval process[multi page approvalprcess]

Khandagale-Saurabh commented 2 years ago

Looku filters: if you want any specific condition like you only want record where country is India image

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Khandagale-Saurabh commented 2 years ago

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Khandagale-Saurabh commented 2 years ago

image image We create case only for master details relationship Concept of Queue is only use when we want to assign group of people as owner Eg: when user select city as nagpur assign owner as 'Joe root'

But when we want to do activity like sending mail to group of people , then we go for public group of user Eg: Send mail to people who are in Nagpur branch [virath, saurabh,arpit]

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Khandagale-Saurabh commented 2 years ago

cross objecrt formula fied: from child we fetch data of parent image

Khandagale-Saurabh commented 2 years ago

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Khandagale-Saurabh commented 2 years ago

Final image

Khandagale-Saurabh commented 2 years ago

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Khandagale-Saurabh commented 2 years ago

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Khandagale-Saurabh commented 2 years ago

image if we want to create relation in manager and senior manager we can use herriarchical relationship

Khandagale-Saurabh commented 2 years ago

image customer is parent payment is child

Khandagale-Saurabh commented 2 years ago

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