Questions tagged [master-detail]

This type of relationship closely links objects together such that the master record controls certain behaviors of the detail and subdetail record.

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Add products on custom objects vs. junction object - please help!

My organization awards scholarships. I have two objects: scholarship and recipient. I need to be able to track the awards that each recipient receives, without creating a new record each time the same ...
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How to display master variables in visualforce

I have a master-detail relationship with master object Service__c and child object Service_Task__c. The relationship API is Service_Task__r. I am using a custom controller. My visualforce page is ...
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How to insert new records into the custom object using Data Loader which has “Master-Detail” relationship with Account?

I have an Account object and a custom object "B" where Account is Master and "B" is Child. I already have Account data and I am looking for inserting records in "B" using ...
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Roll-Up Summary field filter limited in number of added criteria

I have two objects object A ( Master ) and object B ( Detail).I am trying to create a rollup summary field on master A object of Select Roll-Up Type Count. However, when I try to add a criteria to the ...
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Error when attempting to change a relationship from a lookup to a master/detail in sandbox

Cannot add a master/detail relationship because the division and/or owner fields are in use: DatasetData: null What sort of metadata is "DatasetData"? It sounds related to WaveDataset, but I believe ...
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LWC Display a field based on the selected parent record

On a new form, I have a master-detail relationship field <lightning-input-field field-name='contactrel__c' onchange={handleContactChange}></lightning-input-field> {DoNotCall} I would ...
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Running into error Invalid field:Contact__c in related list:Foo__c.Account__c when deploying Account layout

Custom object Foo__c has master-detail relationship with object Account through field Account__c. Custom object Foo__c also has master-detail relationship with object Contact through field Contact__c....
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how to update parent field from child

I got 2 objects Service_Request__c(Parent) and Service_Line__c(Child). I'm trying to do is update a field of parent object from child.based on the following condition. In the following code, I'm not ...
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Upserting records via Simple_Salesforce API on a field with Master-Detail relationship

I'm trying to use Python's simple_salesforce library to upsert on an object called Member Plan that has a required field called MemberId which is a Master-Detail relationship with the Account object. ...
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Mass upsert Master Detail records at the same time

I have two custom objects with Master Detail relationship. I need to be able to bulk upsert these records simultaneously. For example: If the master records don't exist, create them. Otherwise, ...
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Master-Detail Relationship - Process Builder

I have a Custom Object = A, another Custom Object = B in a master detail relationship and the Account Object. I want to be able to make checkbox = true on the Account, depending on some criteria on ...
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1answer
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Field Not Writable - Master field on Child object

I have the below functionality inside a for loop, the highlighted field is a master field in the child object that is populated in this piece. For the first iteration it populated the value but the ...
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Insert related record to account when field is matched with child record

I have a custom object named Merged_Account__c which has lookup to Account object. This child object has name field and it has similar values as that of Account name field. Now, when the name fields ...
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2answers
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If I convert master-detail relationship to lookup relationship will there be any data loss?

We are planning to convert an existing Master-Detail relationship to lookup relations. I wanted to know if there will be loss of existing association when the field type is changed from M-D to lookup. ...
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After Deleting Parent Object in Master-Detail relation, what happens to the triggers we have created in child object

In a master detail relationship in child object if we created trigger on child object after delete.when parent is deleted will the trigger execute?
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formula field on master record that displays a text field on the max child record

I have a custom object, Recoveries Placement, related to the Case object in a master-detail relationship. I need to surface a text field from the MAX Recoveries Placement record on the Case layout. ...
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Joined Reports with 2 unrelated child objects

I'm trying to create a joined report with a custom object (object A) as the base. It is the Master in two Master-Detail relationships (Object B and Object C). Object B and Object C are NOT related. ...
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Use flow loop to add the parent to a list

I have a master-detail relationship between Account and Property Agreement: I'm using a "Get records" element to browse through the child records and I need to add the parents to a list. I tried ...
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Update checkbox on the father object depending on the child values - with a trigger

I need to update the 'Is Cloud Customer' check box in the account object when at least one of the Child's as the Installation type field containing the word 'Cloud'. If none of the Child as 'Cloud' ...
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1answer
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Does Lookup Skew affect only master-detail relationships or also lookup ones?

I've been encountering and reading a lot about data skew issues, particularly lookup skew, and I've noticed that most information I've found doesn't explicitly indicate whether this affects master-...
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Joined reports with master-detail relationship

I'm having problems trying to make a report of some custom objects, they're arranged like this: A (detail) <-- B (master) --> C (detail of B)(master of D) --> D (detail) Any ideas of how to get ...
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1answer
112 views

How to loop over child objects of master object in batch object

I have a batch process to update Accounts with address info from the Cust_Address__c object. I use a Junc_Account_Address__c object as a junction. How do I loop through the accounts to update the ...
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Question regarding soql many to many relation update

I have a many to many relation. Account obj, AccountAdress junction, Adres obj. The junction object has a startdate an enddate to make an address active for an Account. I want to use a batch process ...
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Mobile SDK SmartSync SFParentChildrenSyncUpTarget INVALID_FIELD_FOR_INSERT_UPDATE fields = OpportunityId

Using Salesforce Mobile SDK 7.2 for iOS with Swift 5. Attempting to syncUp an Opportunity Line Item that has been updated on the device results in the error: errorCode = "...
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Auto Populate Master-Detail relationship when creating record in salesforce community

I am implementing a salesforce community. In that I have included a standard list view. So it enables New button and I can create a record using that. When creating an record the user have to fill a ...
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update all child record when parent record is updated

I have created trigger on parent object (Vendor__c) to update child records(Transaction__c). Logic : when the Vendor Manager field is updated on a Vendor record, look for Transaction records ...
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1answer
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Master-Detail Relationship causing problems with creating Related Records

We have a custom object to log our Activities with Customers. Until very recently, it had a lookup to that account. To better serve our reporting needs, I changed that lookup to a master-detail. Now, ...
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I can't convert my Master-Detail field to a Lookup field because the Change Field Type button is not visible

I have deleted all Roll-up Summary fields in the Master object including those in the Deleted Fields but the Change Field Type button is still not showing. Do you have any idea what I can do?
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1answer
143 views

Working round the lack of formula fields of type “Lookup Relationship”

When you have a master-detail chain of objects several levels deep, sometimes a lookup field to the root object on each child object is helpful for easy navigation or to show deeper records than the ...
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2answers
150 views

trigger to update field on parent object based on field in child record

so i have 2 custom objects, rep and role history. rep is the master and role history is the detail. rep has a field "rep type" that needs to be systematically updated to reflect whatever is in the "...
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Error on inserting Child record of Master Detail Relationship

Error on inserting Child record on custom object which is having Master Detail relationship with other Custom Object. I have two custom Objects x and Y which are in Master Details Relations. There ...
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722 views

How to use the wire service to get field from child Object? [duplicate]

This seems to be pretty simple but I kinda lost right now. I want to create a LWC based on two custom objects which has a master-detail relationship. I have a 'master' object Product__c Name Id etc ...
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1answer
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How to Access field from Detail object in Master object?

I have a customer object as master and Document object as Detail which has a Status__c field. Since its a Master-Detail there can be multiple Documents to the custom object. I want to maintain a ...
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1answer
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Sharing Setting on MAster Detail Field is not being enforced - Bug or correct SF behaviour

There are two Objects 'Parent' and 'Child'. Two User Admin and LocalUser. As per the profile of LocalUser : Parent Object has Read permission Child Object Has CRU permission OWD for Parent Object is ...
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1answer
144 views

Apex Test Class: Populate parent relationship in a Master-Detail

I have the following code in a test class parent__c parent = new parent__c(); insert parent; child__c child = new child__c(); child.parent__c = parent.Id; insert child; In the DataBase, the ...
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How can I return a Custom Object with a List of Parent Data from querying the Junction Object? [duplicate]

I am new to Apex trying to do some practice assignments and have gotten stuck on this junction object query. Task: Edit the current getUser() method to do the following: Return a custom object (that ...
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1answer
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How can I change this method to query my master detail object?

I am new to Apex trying to do some practice assignments and have gotten stuck on this junction object query. Task: Edit the current getUser() method to do the following: Return a custom object (that ...
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0answers
153 views

LWC: Master-detail field default value in Lightning-record-form

Is there a way to assign default value for record's master-detail field on LWC component "lightning-record-form" ?
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1answer
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Update a master-detail lookup using a before trigger and the name of the parent record which is a concatenation of fields on the child record?

I have two objects - Customer Visit Quota and Contact Report. The contact report object has a "Number of Visits Field" that should roll up on the Customer Visit Quota. I have a master detail look up ...
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1answer
382 views

How can I link two records in a flow?

I'm creating a flow that creates two records on two separate objects. The objects are linked in a master-details relationship. But I cannot figure out how to create the relationship between the two ...
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2answers
363 views

How to set multiple objects as parents for a custom object

I have requirement where a custom objects needs to have multiple objects as its parents. For example a custom object must have master-detail relationships with Account, Opportunity, Case etc. We can ...
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How master-detail records are synchronized/accessible in junction object?

I have a Juction object CaseJiraItemAssociation__c which is have two master-detail relationship (on Case__c and JiraItem__c custom objects) and I have one outbound message (end point) on JiraItem__c ...
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1answer
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How to update child in Master-Detail relationship with REST API?

I have a Master-Detail relationship with Accounts and Locations. I am able to create the child using upsert, but when I try to update the Account__c field I get (INVALID_FIELD_FOR_INSERT_UPDATE: ...
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2answers
440 views

Illegal assignment from sObject to Id

I'm trying to insert two master-detail lists at the same time. I'm looking through Bob Buzzard's blog post: http://bobbuzzard.blogspot.com/2012/03/create-parent-and-child-records-in-one.html Where he ...
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2answers
319 views

How to update parent field with child field value FOR EXISTING records

There are two Objects with master-detail relationship (Contact and Certification__c) I need to copy a textfield(Name) value from the child object(Certification__c) and paste it on it's Parent's(...
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1answer
163 views

Does adding a detail record cause an update event on the master record?

Background I have a master-detail relationship between two objects, let's call them: parent__c child__c Once the parent__c record is in a certain status__c we block any changes using a before ...
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277 views

Process builder update other child records except himself

I have a process builder, which is triggered by a child object, Asset. As an action I want it to update other child records for the same parent Account. But it should update all related Asset records ...
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1answer
154 views

parent to child record changes using trigger [duplicate]

I have trigger on parent object which is used to update field Status of child object, I want to update child object's status field to Tested only if previous values is "ready for testing". And once ...
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1answer
86 views

Need help on trigger which is used to update parent record when child record value changes

Hi i have written trigger in which SC_Problem_Management__c is parent object and SC_Problem_Case_Link__c is child object having master detail relationship. I want to update status field of parent ...
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If you are attempting to use a custom relationship, be sure to append the '__r' after the custom relationship name

I'm having trouble putting together a SOQL query. Basically i have a parent object (Opportunity), with multiple child objects (Borrower_Pair__c). The relationship from the child to parent is created ...

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