2- Data Modeling and Management – 12%

2.2 – Relationship Types

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Relationships
• A relationship is a two-way association between two objects.

• Without relationships, you could build out as many custom objects as you can think of, but they'd have no way of
linking to one another.

• With relationships, you can display data about other related object records on a particular record's detail page.

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Entity Relationship Model
One to One:

• Husband / Wife

• A Wife can have one husband only

• A Husband can have one Wife only

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Entity Relationship Model
One to Many:

• Team / Player

• A Player can have one Team only

• A Team can have many Players

Many to One:

• Player / Team

• A Team can have many Players

• A Player can have one Team only

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Entity Relationship Model
Many to Many:

• Subject / Student

• A Student can attend many Subjects

• A Subject can be attended by many Students

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Entity Relationship Model
Think and Guess the Entity Relationship types for the below Objects:

• Author / Book Author Book One-to-Many Parent / Child

• Publisher / Book Publisher Book One-to-Many Parent / Child

• Book / Review Book Review One-to-Many Parent / Child

• Book / Bookstore
Book Bookstore Many-to-Many

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Salesforce Relationship Fields
In Salesforce, we don’t deal with primary keys and foreign keys to
define relationships between data, but the Force.com platform uses
Relationship Fields.

There are 2 types of Relationship Field:

• Lookup: appropriate when a relationship between two objects is Opportunity is the child of Account
not tight,
Account is the Parent of Opportunity
• Master-Detail: appropriate when a relationship between two
objects is tight, Relationship Field is on the Child Object  on
Opportunity!
To relate 2 Objects via a One-to-Many Relationship, you should always
create the Relationship Field on the child Object (the “Many” side
Object).

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Salesforce Relationship Fields
Lookup Relationship:
• This creates a relationship that links one object to another
object
• Lookup field created on the Child Object
• Related List created on the Parent Object
• The 2 Objects are loosely related
• Ownership and sharing is independent
• Record Deletion is independent
• Lookup fields can be optionally required on child records.
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Master-Detail Relationship:
• This creates a relationship that links one object to another
object
• Master-Detail field created on the Child Object (Detail)
• Related List created on the Parent Object (Master)
• The 2 Objects are tightly related
• Ownership and sharing of detail records are determined by
the master record
• When you delete the master record, all of its detail records
are automatically deleted along with it
• Master-detail relationship fields are always required on detail
records.
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Many-to-Many
• A many-to-many relationship allows each record of one object to be linked to multiple records for another object
and vice versa

• To create Many-to-Many relationships, we can link Objects using a Junction Object

• A junction object is a custom object that is Child to both Objects via 2 Master-Detail relationships

• To create a many-to-many relationship, you first create the Junction Object, then create the 2 Master-Detail
relationships for it

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Relationship Fields
Think and Guess the Entity Relationship types for the below Objects:

• Author / Book Author Book

• Publisher / Book Publisher Book

• Book / Review Book Review

• Book / Bookstore
Book Bookstore Book Selling Bookstore

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Other types of Relationships
• Hierarchical: A special lookup relationship available for only the User object. It lets users use a lookup field to
associate one user with another that does not directly or indirectly refer to itself

• External Lookup:

• Links a child standard, custom, or external object to a parent external object.

• The standard External ID field on the parent external object is matched against the values of the child’s external lookup
relationship field.

• External object field values come from external data source

• Indirect Lookup

• links a child external object to a parent standard or custom object

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The “Books Cloud” App

Publisher

Review Book Author

Selling

Bookstore

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The “Books Cloud” App

Object Child Of Relationship Field to Create

Book Author Lookup to Author
Publisher Lookup to Publisher
Author N/A
Publisher N/A
Review Book Master-Detail to Book
Bookstore N/A
Selling Book Master-Detail to Book
Bookstore Master-Detail to Bookstore

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Summary
In this chapter, you have learned:

• Entity Relationship Model

• Relationship Fields in Salesforce

• How to establish relationships among Salesforce Objects

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Relationship Types

Thanks for Watching! 

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