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Topics#Data ManagementRobin Gray's Question
Robin Gray (FMI) asked in #Data Management
Nov 11, 2016, 3:01 PM

I need to added a related list to Accounts for an custom object call PDP&C Events, but have records already populated

I can't create a master-detail relationship because I already have records populated on the related list I need to create a related list on the account object for a custom object called PDP&C Events, I  tried to create a master detail relationship but received a error message "You cannot create a new Master-Detail relationship on an existing custom object if records already exist. You must first create a Lookup relationship, populate the lookup field with data in all records, and then change the relationship type to Master-Detail." 

 

My question is what is the best way to populate the lookup field, I have over 550 records populated on my custom object.

 

Thanks,

 

Robin
2 answers
  1. Hybin Joseph
    Nov 11, 2016, 3:07 PM
    Hi Robin,

     

    U dont need to create a Master Detail in order to show it as a related list u can also create a lookup and u shud be able to show it under the related list if that is all u r looking to do.

     

    Take a look at this video to decide.

     

    https://certifiedondemand.com/lookup-or-master-detail-relationship-in-salesforce

     

    As far as updating lookup fields go u can use the data loader to populate the Lookup Fields All us need is a csv file with the IDS for the records of ur PDP&C objects and the IDS for the accounts they need to be linked to in anther column and u run an update on the data loader to link the Records to accounts
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