Free Salesforce Lookup Relationship | A Complete Guide Hyderabad

Published date: April 25, 2023
  • Location: Hyderabad, Hyderabad, Telangana, India

A lookup relationship is a type of relationship in Salesforce that allows you to link two objects together based on a common field or key. In a lookup relationship, one object has a field that references the ID of another object.

For example, let's say you have two custom objects in your Salesforce org: "Account" and "Contact". You want to link the two objects together so that each account can have multiple contacts associated with it. You would create a lookup relationship between the "Account" and "Contact" objects, with the "Account" object being the parent and the "Contact" object being the child.

To create a lookup relationship in Salesforce, you need to:

Identify the objects you want to link together
Create a custom field on the child object (in this case, the "Contact" object) that references the ID of the parent object (in this case, the "Account" object)
Set up the relationship between the objects in Salesforce by defining the lookup field and the relationship name
Once you have set up the lookup relationship, you can easily navigate from the parent object to the child object and vice versa. You can also use the relationship to create related lists and reports in Salesforce.

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