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Effects of Converting a Salesforce Master-Detail Relationship to a Lookup Relationship

Udgivelsesdato: Oct 13, 2022
Beskrivelse

In Salesforce, a master-detail relationship is a type of object relationship that links a child object to a parent (master) object. This relationship type controls the security and ownership of the child record, supports roll-up summary fields on the parent, and enables cross-object field updates in workflows.


If you convert (detach) a master-detail relationship to a lookup relationship, several important behaviors change that may affect your data integrity, reports, automation, and security model. This article explains the effects you can expect when a Salesforce master-detail relationship is detached and converted to a lookup relationship.

Løsning


Converting a Salesforce master-detail relationship to a lookup relationship produces the following effects:

  1. Reverting to lookup is difficult to undo. You cannot easily revert the field back to master-detail unless all child objects have a specified parent record.
  2. Child records are no longer automatically deleted. When you delete a parent record, child records will no longer be automatically deleted along with it.
  3. Child object security must be set manually. The custom object will no longer inherit the security settings of the parent. You must configure security for the child object independently.
  4. Existing report types become inaccessible. The report type created when the master-detail relationship was established will no longer be accessible. You can create a custom report type as a workaround; however, all reports previously run using the original report type will also become inaccessible and display an "Obsolete Report" error. Note: This same behavior occurs if you change a standard lookup to a master-detail.
  5. Roll-up summary fields must be deleted. Any roll-up summary fields on the master object that reference the detail object must be deleted before you can change the field type to a lookup.
  6. Cross-object field updates in workflows are removed. Workflow cross-object field updates that reference the master-detail relationship will no longer be available.
Vidensartikelnummer

000385143

 
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Salesforce Help | Article