How to remove master detail relationship in salesforce logo

lookup - What happens to Master-Detail after deleting (Managed Package) - Salesforce Stack Exchange

how to remove master detail relationship in salesforce logo

When a master record is deleted, the related detail and subdetail you wouldn't need to do anything explicitly to delete the child records. You can use master-detail relationships to model many-to-many relationships and edit pages use the color and any associated icon of the primary master object. if you later delete both master-detail relationships on your junction object. Doing a roll-up summary field with a master-detail relationship is all point-n-click. The relationship field allows users to click on a lookup icon to select a value trigger deskMaster on Desk__c (after delete, after insert, after.

Think of a sales order. It has some header data such as an order number and the customer name. It also has one or more line items for individual products ordered. The line item detail records hold individual products. Every line item has to connect with a master order record. An order table has a master-detail relationship with an order line item table. On the other hand, a lookup relationship is just a simple reference.

how to remove master detail relationship in salesforce logo

In a SQL database, this relationship type would use an optional foreign key. The Salesforce Object Reference includes basic documentation about these data relationships.

I just need to know how to build what I want. Remember the SQL foreign key analogy for lookup-type Salesforce relationships?

The same analogy applies when defining referential integrity in relationships.

Delete a Record, Delete Its Related Records – Jenwlee's Salesforce Blog

Just as we can choose cascade updates and deletes in SQL, we can choose what happens when a parent record is deleted.

OK, I understand the basics. Salesforce ensures data integrity and makes sure there are no dead references. The system provides two ways of ensuring referential integrity. This is pretty flexible and loose. To prevent records from being accidentally deleted, cascade-delete is disabled by default. Contact Salesforce to get the cascade-delete option enabled for your organization.

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Cascade-delete and its related options are not available for lookup relationships to business hours, community, lead, price book, product, or user objects. Locking a record based on dependencies seems to fall into the same category as performing a cascade deletion.

If the documentation is updated at some future date, that would be great but then this post would also be wrong. Addison Dogster is a system administrator at Universal Container. Sally needs the ability to indicate that a contact as inactive. She also wants to delete these inactive contacts and their related case records.

After the calendar year, the records can be deleted on January 1 of the following year. While this can be handled via a trigger, Addison Dogster, being the Awesome Admin that she is, was able to solve this using two custom fields, process builder and visual workflow.

She can do this with clicks, no code! Set the FLS field level security for each profile. Only make the field visible and editable for the profiles that need it. The end result is this… 2.

how to remove master detail relationship in salesforce logo

For those using Salesforce Classic, you can create custom fields by going to Setup Customize Contact. Since this is a processing field, you do not need to place this on the page layout. This is the end result… 3. Create the following flow elements by going to the Resources tab in flow. In the next step, we will perform a decision to determine whether any case records were found in the previous step.

Delete a Record, Delete Its Related Records

We cannot assume that there will always be related cases associated to an inactive contact. That would cause the flow to fail. Essentially here, we want to see if the variable has values is not null.

how to remove master detail relationship in salesforce logo

If cases are found, we want to delete the related cases. Lastly, we need to delete the inactive contact. Now, we need to set the Fast Lookup as a starting element, indicated by the green down arrow.

Then, connect the flow elements by looking at the yellow highlighted connectors. We need to connect the Fast Delete flow element to the Record Delete flow element so that we can delete the inactive contact after we delete the related cases.

For the ease of a quick process automation solution for use during Dreamforce, this solution does not include my usual fault email flow elements that my flow solutions normally have.