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#Master Detail Relationship0 discutindo

I've been doing some testing and created two new custom objects to demonstrate something to colleagues. We've now decided not to use these custom objects, but I can't delete them. I get an error message saying that they are connected to each other. As far as I can see I've removed all fields and records that I'd created as part of the test, are there other steps that I need to follow to remove the relationship?

Can't delete a custom object

 

#Custom Object  #Master Detail Relationship  #Lookup Relationship

5 respostas
  1. 20 de out. de 2021, 13:06

    Hi Claire,

     

    If you are using Lightning Experience switch to Classic and then go into Set up. Find the object where the deleted field is located and scroll down to the end of the page. You should then see the deleted fields. Make sure you parentally delete the fields then you should be able to delete the object.  

    Thanks,

    Dinesh

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4 respostas
  1. 3 de out. de 2023, 20:49

    @Anmol Gupta Yes, that should not be a problem. You can access the Parent field something like this: Parent__r.FieldAPIName

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Hi Team,

Does anyone know of a way to get the Account ID and name on an Error export from Dataloader.io? Or even how I could export something without the id's on it?

 

Essentially- I get lists, often, to upload 5 layers deep of order of execution. I'd love a simple solve for this, but in the interim, if I try to upload records that already exist, they come back with an error of "use one of these records instead?" without any added detail.

 

I'd like to minimize the amount of time it takes me to accomplish this.

Any help is greatly appreciated!

Thanks!

-Ashley

 

#Dataloader #Error #Export #Master Detail Relationship

1 resposta
  1. Piyusha Pilania (Implementology) Forum Ambassador
    26 de set. de 2023, 02:46

    Duplicate: https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007KFNyOSAX

     

    If you want to post this in multiple groups just use @ mention to tag all the groups you want to share your question with, you don't need to post multiple times.

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I have created a new Custom Object called Connections. I want to be able to create a relationship that allows one Connection record to have a relationship with two Account records. For example, we create a Connection record to show that we have introduced Customer 1 to Customer 2. At the moment, I can get this record to show up on Customer 1's record, but not Customer 2.

 

I have tried two things:

1) Initially I just added two look-up fields to the Connection object, these fields are working, but it only pulls through to Customer 1's Account record

 

#Many-to-Many Data Relationships #Lookup Relationship #Master Detail Relationship #Custom Object as I explained above

2) I have now set up a Junction Custom Object called OrgToConnections, I have added two Master Relationship fields to link to the Connections and Account objects. I can now see this new Junction Object in the related list, but nothing is pulling through, I feel like there is a step I've missed? Something to activate the Junction Object?

 

Any help is greatly appreciated.

19 respostas
  1. Ines Garcia (get: Agile) Forum Ambassador
    6 de dez. de 2021, 17:00

    Well Im sorry to read about this,, I do think is based on the values there and how are populated. 

    Anyways there is always more than one way and seems you did find one that suits you at this time

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Hi all, hope someone can help with this.  I have an object called New_Interactions__c and it stores individual records of any likes and thanks that happen. In this object we also record the notification_ID__c which is an external ID and a unique ID to each notification (this is not the same as the salesforce ID which is different). This means if multiple people like a particular notification then the record in salesfroce gets created with the like o rthanks they chose along with the notification ID.   I want this to rollup to an object called Total_News_Interactions__c and create a new record if the notification_id__c is unique and if not unique gets counted within the record that it matches the notification_ID__c. I know hwo to do the sums etc but struggling with making it create a new record if the notification_ID__c is unique or add to the existing one.

 

How might I accomplish this?

 

#Sales Cloud

3 respostas
  1. 29 de out. de 2021, 03:29

    @Scott Walker This is a tricky one because based on the way you explain it I would actually change the entire data model. You should probably look into having a parent object called Notifications where you roll up all the New_Interactions. This way you can create a master Detail and if the notification ID is unique you will need to make sure a new record is created.

     

    Let me know if I didn't understand the object relationships and if so please give some more examples

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Hi fellow community members,

 

i am in process of building an real estate application from scratch

 

before i start i just wanted to take your expertise on building a data model

 

my requirement is as below, any pointers on relationships/using standard objects or custom objects is helpful

 

XYZ Office Space is a real estate company that provide shared workspaces for startups and services for other enterprises. They act as an agency/broker between the landlord and tenant. Brief  1) They call everything accounts but the information they gather for each is very different   2) They have what they call deals which is where they record the value etc.  3) Deals are always against the tenant but need to link to the landlord so on a landlord record they can see all deals for them  4) Need to record properties against a landlord (a landlord can have multiple properties)  5) On a deal as well as a property they also have what they call ‘products' - these are things like cleaning, phone line, internet etc.  6) They would like to be able to add these to their deals

 

Kind regards,

yash

 

#Salesforce Architect  #Master Detail Relationship  #Custom Objects  #Sales Cloud  #Trailhead  #Automation

1 resposta
  1. 9 de set. de 2021, 01:28

    Hi @scribetest yash

     

    You could look into the following:

    Landlords would be the existing Account Object

    Tenants would be Contacts related to a Landlord and when they stop being a tenant you could have a Status on the Contact object

    Properties and 'products' would each be a Product which can be added to Opportunities to form Deals

    Add a lookup on the Product object to Account and call it Landlord

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I have a Many-To-Many Relationship built out and I'm trying to compare two records. Each object has a Geolocation field and I want to calculate the distance between those two locations but I'm having trouble accessing the fields from the related records.

 

Is there a way to grab fields from many-to-many or does it have to be done through lookup-relationships?

 

#Sales Cloud #Salesforce #AwesomeAdmins #Data Management #Master Detail Relationship #Lookup Relationship

5 respostas
  1. Michael Brown (Salesforce) Forum Ambassador
    9 de set. de 2021, 20:41

    Hey Liz, 

     

    You may need to use a flow for this, but could elaborate on the objects in question. 

     

    If you're calculating this on the junction object that is relating these 2 objects, you may be able to retrieve the gelocation details from each object and calculate the distance on the junction record. 

     

    Thanks,

    Mikey

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Project object and Project team object have a master detail relationship. There is a checkbox field named  "decision maker" in the project team object and I need this field to be pulled into the project object. I am trying to build a formula field to get this field to link to the project object. But I do not find this field in the formula creation page. What am I missing? Can this be achieved?  

 

#Master Detail Relationship  #Formula Field

1 resposta
  1. 1 de set. de 2021, 22:32

    Hi Joseph,

     

    I am not sure I understand your use case. If Project Team has a master detail relationship to Project, it means that many teams can be added to a project. Therefore, you cannot just retrieve a field value of a child record on a master record as there is no way to know which record the value must be retrieved from. The only exception are rollup summary fields which aggregate data from the child records on a master record. But I don't think it will help in your case.

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Hi guys, hope you are all fine.

 

I'm trying to create a master/detail field in a personalized object and I want to relate it to the object LEAD on the step 2.

When I try to find the LEAD on the list it does not show up. Is there any configuration that blocks this action? Is there any possibility to create this type of relation?

 

Thanks in advance!

 

#Nonprofit #Master Detail Relationship

2 respostas
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    30 de ago. de 2021, 15:13

    Hi Tainara,

     

    Unfortunately, this is not possible:

    https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/relationships_among_objects.htm

    "You can define master-detail relationships between custom objects or between a custom object and a standard object. However, the standard object cannot be on the detail side of a relationship with a custom object. In addition, you cannot create a master-detail relationship in which the User or Lead objects are the master."

     

     You can vote on this idea:

    https://trailblazer.salesforce.com/ideaView?id=08730000000Bq50AAC

     

    You would need to create a lookup relationship and use flows to recreate the roll up summary functionality:

    https://www.aviralsfdc.com/post/rollup-using-lightning-flows

    or

    https://blog.certifycrm.com/create-a-roll-up-summary-with-flow/

     

    If you have a developer handy, they can also do it with code.

     

    Finally, you could also use this free package:

    https://github.com/afawcett/declarative-lookup-rollup-summaries

     

    If you use this package and have any questions, they have a chatter group here:

    https://trailhead.salesforce.com/trailblazer-community/groups/0F9300000009O5p?tab=discussion

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I created a connector object where there are two

 

#Sales Cloud

lookup fields - one that is a required relationship field called “primary contact” and another that is a master look up relationship field called “family member friend”. Basically we have a situation where we have clients and we want to have a related list on their profile page layout of the family/friends contacts that have a relationship with them.  In the page layout for the related list, I would like to show that family member or friend listed along with their phone number, address, etc. from this type of contact record. However, when I go to edit the client page layout out and edit the related list to show these family member friends, the fields available to add to the columns are only those fields that are part of the connector object itself. I can’t view the fields from the contact record that I related. (See below for what I mean)

 

How can I view a record field on the related lists columns on a page layout of a contact when the master look up field points to a contact?

 

I don’t understand how I can make this available. When I did something similar with another connector object with cases and contacts having master lookup relationships, Salesforce did allow me to pull and show these fields from the contact object with a master relationship on the related list columns in the case page layout. (See below for what I mean)

 

showing fields.jpg

 

Any idea why this is the case and how I can fix this? Is this option only available to connector objects where there are master relationships to cases and contacts but not one where it involves two contacts? Or is this possible only in case page layout view?  I had thought about creating formula fields on connector objects to pull the data from the specific fields on the contact record but I want to avoid that if I can just find out how to display the contact fields information in the columns on the related list contact page layout view. 

 

Thanks!

3 respostas
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    17 de ago. de 2021, 18:54

    Hello,

     

    I understand you've created a junction/connector object to store Contact Relationships.

     

    If you wanted to display information from the Contact on a Related List showing the Contact fields that I suggest using formula fields to pull this information onto the Connector records.

     

    I'm afraid I don't think you do display what you want to show here without these formula fields or a coded solution to display a related list.

     

    Thanks, Tom

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