CREATING LOOKUP RELATIONSHIP Step By Step


Create the lookup relationship between hiring manager and position objects and describe the observations.


We should have the below objects.

Hiring Manager (Hiring_Manager__c)
Position (Position__c)


Hiring Manager : Parent Object
Position : Child Object

Note: we need to create an additional relationship filed on the Position object, which references the Hiring Manager Object.
(i.e., a Lookup filed to “HiringManager”)


Goto Setup Menu  Goto Build Menu in left panel , Goto customizes Select the child object click on fields
  • It will list out all the standard and custom fields in the object.
  • Goto Custom Fields and Relationship section
  • Click on New Button, to create a new Relationship field
  • Select the Field Type as Lookup Relationship



Click on Next and Select the Associated Parent Object from the Picklist as below


Click on Next Make this field Visible to all the Profiles.

Click on Next


Click on Next and Save.

Now, it creates a new field in the position object with the Lookup Relationship as below

Hiring Manager Record’s detailed page will be updated with the Related list Positions.
Observations:
  1. Lookup Relationship Provides the One – Many associations among the two objects by default. (i.e., one Parent and Many Childs).
  2. While creating the child record, Lookup field is optional by default. (i.e., we may or man not select the parent record.)
  3. Re-parenting option is available by default in Lookup Relationship. (i.e., we can change the parent of a child record).
  4. Upon deleting the Parent record, Child records will remain in the child object. (i.e., only parent record will remove. Child records will exist as it is.)
  5. We can make the  Lookup Relationship field as Mandatory, by selecting the “ Required” checkbox upon creating the Relationship field.
  6. If the Lookup field is Mandatory, then when we tried to delete the parent record which is associated with the child records, Salesforce doesn’t allow to delete the parent record until all the child records has been removed.
  7. We can max of 40 Lookup relationships per an object.
  8. Both parent record and child record will have owner fields.
  9. Sharing setting and security settings will be independent of each other.
  10. We can make a standard object as a child object with the custom object in Lookup Relationship
  11. We cannot apply Rollup Summary field on Lookup Relationship objects.





Thank you.
SFDC Telugu.



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