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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Assign child to parent with objects in the same method

I need to assign the child of a parent record that is in the same method. Would I have to insert it before assigning the Id to a parent? //Add row method for both lists public ...
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1answer
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Master-detail relationship SOQL query works in dev console but not Apex

I have a junction object that links a meeting note to contacts who attended the meeting. It is a master-detail relationship. How do I get the name of the linked contact too in Apex? It works in ...
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Authentication required error when inserting records with master-detail relationship on force.com site

I've got a force.com public site that is accessible without user login via guest user. For some strange reason, this site works 100% when it is inserting a record alone, but throws an error when ...
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How to update related record with parent field in VF custom controller

What I have in my custom controller is an assignment when a user inputs a value for a certain field, the field for its parent object will update as well. For example. User inputs the school for a ...
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Need help with Validation Rule in Master Detail relationship

I am new to Salesforce and need help in writing a validation rule. I have a Master object that can have multiple child objects.The child object has a field 'Type' with value lets say X and Y. If one ...
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43 views

Master - Detail relationship New record from related list

I have an object which has a master detail relationship with Account object. I want when creating a new record for this new object from the Account related list, to suggest the current account and not ...
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Deny or allow the creation of a new record if in the parent object (records) - the field of the picklist type has the status “closed” or “active”

I have two objects: Training and Participant with a master-detail relationship (Training (master), Participant (detail)). When training is "canceled" (Status (Picklist) field selected ...
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Cannot Create Lookup Relationship on Custom Object

I'm trying to create a lookup relationship field however it's giving me an error saying it cannot create a Master-Detail relationship, which is not what I selected. Is there any reasion for this ...
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stripinaccessible stripping fields for system administrator

I have a generic function to validate CRUD before DML which uses stripInaccessible(). public static SObjectAccessDecision validateCRUD(AccessType access, List<SObject> records, Boolean ...
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1answer
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Soft-Delete in Salesforce for All data[For Auditing]

We have a requirement to maintain every data(even deleted also) for approx 10-15 yrs with its Audit history. We have Salesforce-shield is enabled so maintaining Audit data is taken care of by it. ...
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How to populate count/sum of certain fields (Number datatype) in a custom object?

Custom object "A" should have certain fields like "Number of Contacts with training date" and "Number of Contacts Last Trained". Currently "A" has look-up ...
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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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1answer
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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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1answer
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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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1answer
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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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1answer
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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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51 views

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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1answer
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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
294 views

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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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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1answer
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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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1answer
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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
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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
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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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972 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
31 views

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
187 views

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
208 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
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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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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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