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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Why Opportunity object has special features than others [duplicate]

I need a little explanation on Opportunity object. I was wondering Account and opportunity objects are in Lookup Relation but acting as Master-Detail. Also in workflows, we can update Account Records ...
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25 views

What is the recommended way to filter a child object from the parent object through SOQL

I have a child object that I need to create which would be related to Opportunity. Let's call it RepPay. I wanted to know what is the best way to create this relationship for querying purposes which I ...
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59 views

Internal Salesforce.com Error in while inserting records of Master - Detail Object

I have a scenario where I need to insert more than 60 detail records of a single master. In the same instance I have to insert the master record get the ID and then insert 60 different details of the ...
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45 views

To display an error message when a record is submitted for approval using apex trigger

Please help me with this code, Writing a Trigger to display an error message on Opportunity_Support_Request__c record which has no OSR Product and if it is submitted for Approval(by clicking on Submit ...
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20 views

Update Parent Object Field using Apex Trigger on Insert Child Object

Question: How can I update a parent field with some information I parse from the child? Invoice__c is the Master/parent and LineItem__c is the Detail/child object. My code so far: (See WHAT I WANT TO ...
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Master-Detail Field Disabled Inside SalesforceLWC

I have a custom edit form which uses lightning-record-edit-form. Since this is an edit form, fields are expected to have values upon load. In my case, all fields have values, but I noticed that the ...
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1answer
17 views

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
60 views

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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35 views

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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1answer
36 views

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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83 views

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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1answer
102 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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27 views

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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28 views

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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83 views

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
54 views

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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39 views

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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1answer
48 views

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
15 views

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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74 views

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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79 views

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
132 views

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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97 views

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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134 views

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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29 views

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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220 views

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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1answer
116 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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67 views

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
111 views

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
139 views

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
49 views

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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1answer
90 views

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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1answer
26 views

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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54 views

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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14 views

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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152 views

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
411 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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47 views

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
287 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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2answers
23 views

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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2answers
62 views

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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1answer
34 views

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
49 views

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
27 views

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
230 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
420 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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125 views

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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1k 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
40 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
261 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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