Salesforce Trailhead

Welcome to another week of “A Beginner’s Guide”, fellow Trailblazers!

Today, we’ll recap the second unit in the Trailhead module, “Data Modeling”, called “Create Object Relationship”.

Last week, we covered, “Understand Custom and Standard Objects”, and learned about:

  • The perks of using objects on the Salesforce platform
  • The differences between standard objects and custom objects
  • and – The types of custom fields an object can have.

Today, we expand upon this topic with the following learning objectives under this second unit:

  • Define the different types of object relationships and their typical use cases.
  • Create or modify a lookup relationship.
  • And – Create or modify a master-detail relationship.

Let’s dive in …

Trailhead encourages that once we’re comfortable with objects and fields, we’re ready to take things to the next level with object relationships.

Object relationships are defined by Trailhead as “a special field type that connects to objects together”.

Trailhead uses the example of a standard object, like an Account. When a sales rep works on an Account, they are likely engaging with several contacts at the Account’s company.

Therefore, there should be a relationship between them.

Makes sense, right?

So, if we look at this as a standard relationship in Salesforce, and understand it, we can move forward with “the wide world of object relationships”.

Trailhead identifies the two main types of object relationships to get us started: lookup and master-detail.

A lookup relationship in Salesforce refers to when two objects link together so that you can “look up” one object from the related items on another object.

Whereas, master-detail relationships are tighter and less casual than lookup relationships.

Trailhead advises that in this type of relationship, one object is the master, and another is the detail.

Remember the realty example we used in the last unit?

Trailhead follows this example to help us understand master-detail relationships within this unit …

If a property owner takes their home off of the market, for example, the realtor will want to delete all associated offerings.

So, the listing is the master object, and the offerings are details, in this case.

To help us differentiate these types even further, Trailhead teaches us that lookup relationships typically only occur when objects are related in some cases.

Whereas, with a master-detail relationship, the detail doesn’t work as a standalone object. The offerings (details) wouldn’t make sense without the housing market listing (master).

Finally, there are hierarchical relationships, which are a special type of lookup relationship that is only available on the User object.

Trailhead gives us the example that they are used for things like creating management chains between users.

As you finish this unit, you will learn how to create lookup and master-detail relationships with step-by-step instructions.

After you’ve completed your reading, you are given an assessment to test your skills, so when you’re ready – get set, and go!

I don’t know about you, but I’m really enjoying the challenges of this trail.

You can start this unit and continue this trail yourself here.

Happy learning, Trailblazers!

If you want help getting started with Salesforce or Trailhead, reach out to the experts at Ledgeview.

We are excited to help guide your technological journey.

Ledgeview Partners

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