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  1. 22 lug 2021, 13:15

    Hi,

    Converting Relationship

    To convert a master-detail relationship to a lookup relationship, we have to make sure there are no roll-up summary fields on the master object. If there are rollup summary fields we have to delete those fields to convert it. Deleted Roll-up fields should also be permanently deleted. This can only be done in Salesforce Classic since ‘Deleted Fields’ does not appear in Lightning.

    To convert lookup to the master-detail relationship you need to give parent records on all child records. Then only you can convert a lookup relationship to a master-detail relationship if the lookup field in all the records contains a value.

    You can take references from the below link:

    https://trailhead.salesforce.com/en/content/learn/modules/data_modeling/object_relationships

    https://help.salesforce.com/articleView?id=sf.relationships_considerations.htm&type=5 (https://help.salesforce.com/articleView?id=sf.relationships_considerations.htm&type=5)

    Please mark it as the best answer if your queries are solved.

    Thank You

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