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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook A Deep-dive into the working of Salesforce CRM

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Product type Paperback
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Length 644 pages
Edition 4th Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Setting up Salesforce CRM and the Company Profile 2. Managing Users and Controlling System Access FREE CHAPTER 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

Creating custom object relationships


Considerations to be observed when creating object relationships are as follows:

  • Create the object relationships as a first step before starting to build the custom fields, page layouts, and any related list

  • The Related To entry cannot be modified after you have saved the object relationship

Note

Each custom object can have up to two master-detail relationships and up to 25 total relationships. Where an object has more than one master-detail relationship, the first master-detail relationship that was created, becomes the primary master-detail relationship. The owner of the record therefore is derived from the first master-detail relationship that was created.

  • When planning to create a master-detail relationship on an object, be aware that it can only be created before the object contains record data

Note

Master-detail relationships can be created on an object that contains record data by first creating a lookup relationship field, populating the lookup field...

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