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Topics#Salesforce DeveloperQuestion de Aubry Shelton
Aubry Shelton a posé une question dans #Salesforce Developer
30 août 2015, 15:45

trouble converting a look up relationship to master-detail relationship

We have the Account & Opportunity objects as a parent child look up relationship. We have a custom object called Commission Split that is the child to the Opportunity object also with a look up relationship. When a sales user goes into the opportunity and clicks on "new commission" the custom object opens up and the sales user has to look up which opportunity this commission split should be associates with instead of just automatically being associated to the parent object. 

I would like to change the set up so that our sales team does not have to look up the opportunity name when entering in a new commission split on the opportunity record. The way it is set up right now, they can select the wrong opportunity name to associate the commission split with in error. 

I thought I could convert the custom object to be the detail a master-detail relationship with the opportunity and from what I understand about master-detail relationships, this would help. But when I tried that, the commission split (custom object) still had the opportunity name field as a look up field. 

I am a newbie, so it could be something simple that I am not connecting the dots on, any suggestions? 
3 réponses
  1. Aubry Shelton
    31 août 2015, 12:52
    I am not entirely sure, this was done by our former consultant at implementation and I have just recently gone through training. The button is located in the related list of Commission Split on Opportunity and when you click it, it takes to you the commission split object.
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