Hello, do you want to know about “How to Create Lookup Relationship in Salesforce?”. In this post we will discuss about create Lookup Relationship in Salesforce, What is Lookup Relationship in Salesforce, How to Create Lookup Relationship in Salesforce classic, salesforce look up relationship create.
How to create lookup relationship in salesforce?
How to Create Lookup Relationship in Salesforce: Lookup Relationship in Salesforce is a type of Object Relationship in Salesforce. In our previous Salesforce tutorial we learned how to create master detail relationships in Salesforce. Lookup relation is a one-to-many relation formed between two objects and the relation formed between object is “loose bond”.
What is Lookup Relationship in Salesforce?
- Lookup relation is a type of relation that creates a loose bonding relationship between parent object and child object.
- The child record in the lookup does not need to be associated with the parent.
- No cascade record deletion occurs.
- The lookup field is not required on the page layout of the detail object.
- A rollup summary field could not be created in the lookup relationship.
How to create lookup relationship in salesforce?
To create a lookup relationship in Salesforce, the user needs to navigate to Setup – build | create | object | Child object (samples).
Now go to Build -> Create -> Objects
Select the Child object (Sample).
Next Go to Custom Fields and relationship.
Now click on the New button as shown above.
Select “Lookup Relationship” as shown above and click on “Next” button.
Step 2: -Select related to the object.
Now select Child object.
Step 2. Here we selected “visit” as child object “Sample” object.
Enter field label, field name and click on Next button.
Step 4:- Establishment of field-level security for the reference area.
Make sure that “field level security” is visible to all profiles. Now click on the “save” button.
Step 5: Select the page layout for the child object field.
Click on the Next button.
Step 6:- We need to add custom-related lists.
Click on the “Save button” as shown above. Now, successfully we have created “lookup relationship” in salesforce.
Now open the detail page of the Sample object and we will find that the creation of a lookup relationship between the Sample object and the visit object has been created in salesforce.
How to Testing Lookup Relationship in Salesforce?
Go to the sample object as shown below and create a new sample record.
As shown below In the sample record we have the “Visit” field and the Visit field is optional. If we create a record by entering a visit (Lookup field), the record is saved because the lookup relationship forms a loose connection. But in Master detail relationship we can’t create a record without specifying the master-detail field because the master-detail relationship is tight bonding.
Conclusion
Here we clearly understood the How to create lookup relationship in salesforce. In our upcoming Salesforce tutorials, we’ll learn How to create Many to Many relationship in Salesforce.