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.

Filter by
Sorted by
Tagged with
0
votes
0answers
16 views

Security in master detail relationships [closed]

In an interview I was asked about the security in Master detail relationships
0
votes
0answers
17 views

refactoring object model and coping with rollup summary fields [closed]

Currently refactoring a solution for a client. The existing object model features a junction object that will need to have a new parent and the existing Master-Detail relationship removed to make room ...
0
votes
0answers
19 views

External Id a standard field on Custom Objects

I am writing a data migration project to take data from an external system and map it into SFDC as a hierarchical structure of custom objects using the Bulk Api 2. The pattern is as follows: Insert ...
0
votes
0answers
18 views

Compinent product-category relationship

I have some problem with my category-product relationship. I am using junction object to connect product and category with master-detail, but it gives me an error in my component that i dont get. ...
0
votes
1answer
16 views

Delete permission on child object of Master Detail relationship

I need to give delete permission for one object. That object has Master-detail relationship with Account, and that profile has View all Permission for an Account object. The profile has Delete and ...
0
votes
3answers
62 views

How to Query all fields of grand parent record with SOQL?

I have a App__c with n number of fields. Page__c is another custom object has few fields and a field App_Id__c which is Master-Detail to App__c object. Field__c is another custom object has fields and ...
0
votes
0answers
39 views

Two users with the same profile but able to see different field

I have two users with the same profile but they should be able to see only their own field. In my case, I have two accounts fields. Account 1 and 2. User 1 will be able to see account field 1, same ...
0
votes
2answers
32 views

Do we need Edit access on Parent record if they have Rollup Summary

I have a child object which has a Master detail relationship with Account. There are some rollup fields on account. Now whenever I'm trying to create a new child record using a user who does not have ...
0
votes
1answer
25 views

Bulk API v2.0 Master Detail Record Field Import Failed

I am going to trying and summarize this as well as I can. My standard object "Contact" has an external Id field called "Client ID". This is the unique identifier for a contact/...
0
votes
0answers
28 views

Master-Detail relationship reparenting

I have a master-detail relationship that reparenting is allowed. But when I try to change the master record from the child, I get 'Your Profile does not allow to perform this operation. For additional ...
1
vote
1answer
18 views

Error creating rows in a custom history table

We are in need of creating History Tracking for the Quote object. I am trying to make this work like the History Tracking that Salesforce already has coded in the system for Opportunities (create a ...
4
votes
1answer
121 views

Do Master Records (in a Master-detail Relationship) Get Locked?

Suppose the following: There's a master-detail relationship between two custom objects There are no roll-up summary fields on the master object There are no declarative automations or Apex triggers ...
0
votes
1answer
97 views

Access child object fields on custom classic email templates

In my use case, I have 2 objects called 'Object A' and 'Object B'. 'Object B' contains a master-detail relationship to Object A. I have an email alert which has been set up on 'Object A'. In the ...
0
votes
1answer
95 views

Rollup summary field between multiple objects

I have 4 objects: Contact, Attendee, Events, and Event Category. I want to create a rollup field on the Contact object to count total number of Events (where event category = Training) attended by ...
0
votes
1answer
31 views

Why do we need two master-details relationships while creating many-to-many

I'm preparing to SF Dev1 exam and noted that they suggest using MD instead of Lookup. What can be the reasons using this approach?
0
votes
0answers
22 views

How to skip a mandatory field in custom layout when you create a new record

Background; I have created a custom object A which has a Master-Detail relationship field to a Parent object (Let's say it's field F). I also created a custom layout for the object A. Problem When I ...
-1
votes
1answer
48 views

Check constraint in master-detail [closed]

Is it possible to implement 1:1 relation between master and detail. I'm not able to create neither rollup summary on master nor trigger on detail
0
votes
2answers
28 views

Java Devlopment: How to Map Detail Objects to Their Master Object in Master-Detail Relationships

I have a Salesforce project in which I will be automatically popualating custom SObjects from a Java app. This will be done by pulling data down from a database, parsing it (including a JSON payload), ...
0
votes
0answers
35 views

Errors when using Import Wizard to upsert custom object records with external ID

I am trying to upsert a large number of records into a custom object "Invoices". This Invoices object is a child of Accounts. Thus, every Invoice record I upsert must be associated with a ...
0
votes
0answers
33 views

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 ...
0
votes
0answers
33 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 ...
0
votes
1answer
63 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 ...
0
votes
1answer
117 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 ...
0
votes
2answers
32 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 ...
0
votes
0answers
20 views

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 ...
0
votes
1answer
24 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 ...
2
votes
1answer
107 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 ...
0
votes
1answer
55 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 ...
1
vote
1answer
44 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 ...
0
votes
2answers
256 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 ...
0
votes
1answer
361 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 ...
0
votes
1answer
30 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 ...
0
votes
0answers
73 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 ...
0
votes
0answers
149 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 ...
1
vote
1answer
95 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. ...
0
votes
0answers
49 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 ...
0
votes
1answer
67 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 ...
0
votes
1answer
16 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 ...
0
votes
1answer
236 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 ...
0
votes
1answer
162 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 ...
1
vote
1answer
148 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 ...
0
votes
1answer
209 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 ...
2
votes
0answers
306 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....
0
votes
2answers
32 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 ...
0
votes
1answer
440 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. ...
0
votes
1answer
244 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, ...
0
votes
0answers
119 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 ...
0
votes
1answer
256 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 ...
0
votes
1answer
243 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 ...
2
votes
2answers
171 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. ...

1
2 3 4 5
8