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    Object Relationships in Salesforce

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    Vinayak Kanherkar
    The document discusses different types of relationships and data security in Salesforce. There are three main types of relationships: master-detail relationships which control behaviors between linked objects; lookup relationships which link objects without affecting deletion or security; and many-to-many relationships which allow each record to link to multiple other records using a junction object. The document also outlines how Salesforce secures data at the object, field, and record level using organization-wide defaults, role hierarchies, sharing rules, and manual sharing settings.

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    Object Relationships in Salesforce

    Uploaded by

    Vinayak Kanherkar
    541 views8 pages
    The document discusses different types of relationships and data security in Salesforce. There are three main types of relationships: master-detail relationships which control behaviors between linked objects; lookup relationships which link objects without affecting deletion or security; and many-to-many relationships which allow each record to link to multiple other records using a junction object. The document also outlines how Salesforce secures data at the object, field, and record level using organization-wide defaults, role hierarchies, sharing rules, and manual sharing settings.

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    Object Relationships in Salesforce PPT

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    Object Relationships in Salesforce PPT

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    The document discusses different types of relationships and data security in Salesforce. There are three main types of relationships: master-detail relationships which control behaviors between linked objects; lookup relationships which link objects without affecting deletion or security; and many-to-many relationships which allow each record to link to multiple other records using a junction object. The document also outlines how Salesforce secures data at the object, field, and record level using organization-wide defaults, role hierarchies, sharing rules, and manual sharing settings.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    541 views8 pages

    Object Relationships in Salesforce

    Uploaded by

    Vinayak Kanherkar
    The document discusses different types of relationships and data security in Salesforce. There are three main types of relationships: master-detail relationships which control behaviors between linked objects; lookup relationships which link objects without affecting deletion or security; and many-to-many relationships which allow each record to link to multiple other records using a junction object. The document also outlines how Salesforce secures data at the object, field, and record level using organization-wide defaults, role hierarchies, sharing rules, and manual sharing settings.

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    Object Relationships

    A relationship is a bi-directional association between two objects. Relationships


    allow us to create links between one object and another.

    The platform supports following relationship types:


    1. Master-Detail relationship
    2. Lookup relationship
    3. Many-to-Many relationship.
    1. Master-Detail
    A parent-child relationship in which the master object controls certain
    behaviors of the detail object.
     When a record of the master object is deleted, its related detail
    records are also deleted.
     The Owner field on the detail object is not available and is
    automatically set to the owner of its associated master record.
     The detail record inherits the security and sharing settings of its
    master record.
     It is tightly coupled relationship
    2. Lookup Relationship
    This type of relationship links two objects together but has no effect on
    deletion or security.

     Child row not automatically deleted when a parent row is deleted


     No inherited sharing.
     25 lookup relation relationships allowed per object.
     Lookup field on child not necessarily required. 
     It is losly coupled relationship
    3. Many-to-Many
    You can use master-detail relationships to model many-to-
    many relationships between any two objects. A many-to-many relationship
    allows each record of one object to be linked to multiple records from
    another object and vice versa.
    To create a many-to-many relationship, simply create a custom junction
    object with two master-detail relationship fields, each linking to the objects
    you want to relate.
    Data Security in Salesforce
     In Salesforce, data is stored in three key constructions: 
    objects, fields, and records.
     Objects are similar to tables in databases. 
     Fields are similar to columns of the table. 
     Records are similar to rows of data inside the table
    Field Level Security
     Field level security in Salesforce is configured for a user’s profile and permission
    set.
     Using Field Level Security administrator can controls whether a user can see, edit,
    and delete the value for a particular field on an object.

    Record Level Security


    It determines which individual records users can view and
    edit in each object they have access to in their profile.
    Salesforce provides 4 ways to implement it:

     Organization-Wide Default (OWD):


    Organization-Wide default or Organization-Wide sharing settings determine
    the baseline level of access for all records of an object.
    Types: Public read/write, Public Read-only, Private, Public read/write
    transfer.
     Role Hierarchy:
    I. It Defines the hierarchy.
    II. Users who tend to need access to the same types of records can be
    grouped as Roles.
    III. Users at any given role level can view, edit, and report on all data
    owned by or shared with users below them in the role hierarchy.
     Sharing Rules:
    I. These automatic exceptions to organization-wide defaults for
    particular groups of users.
    II. Sharing rule are only used to give additional users access to records.
    III. They can’t be stricter than your organization-wide default settings.
     Manual Sharing:
    In this records are shared individually with other users by using the share
    button on the record. Sometimes it is not possible to define a consistent
    group of users who need access to a particular record that is where manual
    sharing comes in.
    Only these 4 users can share the record:
    Record Owner, A user in a role above the owner in the role hierarchy, Users
    granted “Full Access” to record and Administrator.

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