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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

Lookup relationship options


When you create a lookup field on an object, you can choose whether the lookup field is required or optional. If it is set as optional, you can choose one of the following three actions to take place if the lookup record is deleted:

  • Clear the value of this field:

    This is a default option and is a good choice when the field does not have to contain a value from the associated lookup record.

  • Don't allow deletion of the lookup record that's part of a lookup relationship

    This option prevents the lookup record from being deleted and is a good choice for restricting deletions if you have dependencies, such as workflow rules, based on the lookup relationship.

  • Delete this record also

    This option works similar to the master-detail relationship and deletes the record whenever the lookup record is deleted. However, such a deletion on a lookup relationship is known as a cascade-delete and bypasses security and sharing settings. As a result, users can delete records when the...

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