7 Different Types of Object Relations in Salesforce

Understanding Data Relationships between objects in Salesforce can be challenging. There can be a situation in a company where you have to create a bespoke object. Then, the next decision is which relationship types you should utilize to extend your salesforce data model.

Being a professional, you should know that you can establish relationships between objects in Salesforce. You can relate one object with another. Such as, you have an object named Meetup which is used to store information about a meeting, and you need to relate it with another object i.e. Participant. You can visit our official website to know more about the Salesforce Admin Training Online  program where you can learn about the different types of object relations thoroughly.

These connection types also dictate how they manage data deletion capabilities, record sharing, and required fields in page layouts.This article will help you to understand different types of object relations in Salesforce.

Different Types of Object Relations in Salesforce

Salesforce offers the following types of relationships that can be established among different objects, such as:

• Master- Detail Relationship - It is usually considered as a strongly coupled relationship among salesforce objects, which means in case a record gets deleted, then the child records related to it are also deleted. In this type of relationship, the parent record takes charge of the behavior of the child record regarding visibility and sharing. It means the security setting of a parent object applies to the child object fully.

For Example - If you create a master-detail relationship between the Meetup and Participants objects, where Meetup will act as the parent object and Participant will serve as the child object, then if someone deletes a meetup record, all the related participants will also get deleted.

 

• Look-up relationship - It is basically a paired relationship among Salesforce objects, which means even if a parent record gets deleted, the child records remain in the system. Here, both the parent and child have their own sharing settings and security controls for better results. 

For Example - incase we create a lookup relationship between the Meetup and Participant objects, where Meetup acts as the parent object and Participant will serve as the child object, then if someone deletes a Meetup record, all the related Participant records will still exist in the system.

• Self-relationship - It is another example of a lookup relationship. In Salesforce, we can utilize lookup relationships to create self-relationship among objects, we can have a huge of 40 self-lookups. Such as, a campaign record can have a Parent campaign record successfully.

• External lookup relationship - In addition to the regular lookup connection, we can build two custom lookups on an external object. There are two types of lookup relationships: indirect and external.

We can associate an external object with its parent external object, whose data is kept in an external data source, using an external lookup relationship. Put differently, it enables us to connect two external items. You can visit our official website to know more about the Salesforce Developer Training program where you can know more details related to the object relations in Salesforce thoroughly.

• Indirect lookup relationship - We can associate an external object with a custom or standard object using an indirect lookup relationship. To match the records in this connection, we can only establish an indirect query to an object on the parent object that has a distinct external ID field. To match and associate entries in the relationship, we must specify the parent object field and the child object field when defining an indirect lookup relationship field on an external object. On the account object, for instance, we may provide a linked list of payments from the ERP external record that correspond to the same external IDs.

• Many to Many relationship - Salesforce's many-to-many relationship enables us to associate a child record with more than one parent. For instance, a lead may be associated with multiple campaigns, and a campaign may be linked to multiple leads.

The many-to-many connection must be used if you have two objects, Case and Article, and you wish to relate them so that one case can contain multiple articles and one article is linked to numerous cases. A junction object is used to create the many-to-many relationship. With Solution - Case and Solution - Article as our two master-detail connections, we can construct the third object in this scenario, let's call it Solution. You can visit our official website to know more about the Salesforce Admin Training program where you can learn about the different types of object relations efficiently.

• Hierarchical relationship - Only a user object in Salesforce has this kind of relationship, allowing us to arrange users in an organizational structure. For example, a user can have his manager, and his manager may have a senior manager, and so on till the CEO or CIO level.

Conclusion:

These are the seven different types of object relations in Salesforce that you need to know. The article allows you to know everything about the object relations thoroughly. QuantoKnack Training, being a renowned training center offers various salesforce courses 2024, including Salesforce Admin Training program, Salesforce developer training program and many more. Enroll Now!