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Unable to choose a child object as Target Object in “Create a Record” quick action when it has multiple relationships.

게시 일자: Apr 3, 2026
상세 설명

A child object with multiple parent objects is not available for selection as Target Object in 'Create a Record' quick actions, including situations where standard objects behave like master-detail relationships (such as Account and Opportunity). In any of these situations, Salesforce does not allow to create the actions to related child entity when we have multiple relations of different types to the child entity. For Example:

  • Create custom object C and create a Master-Detail relation to A and one to other object B. For example: A-(Master-Detail)-C and B-(Master-Detail)-C.
  • Create quick action “Create a Record” on A. You can see MD related C object is visible in "Target Object" in picklist field value. The same behaviour can be seen at MD object B as well.
  • Now, go back to child object C field definitions, and change the MD field type of "A —(Master-Detail)— C " to lookup like "A —(Lookup)— C ".
  • Create quick action on A again. You will not see the Lookup related C object in the "Target Object" in picklist field value.
솔루션

This is a Working as Designed behaviour. For Master-Detail relationships, a detail object record requires a master record when child record creation takes place, where as in Lookup relationship a detail object record can take place with/without requiring a master record.

However, as a workaround, in order to create an action with C as a target object on B, you can use any of the below options but please review Considerations for Object Relationships before changing the relationships:

  • Convert the Lookup relationship between object B and C to a Master-Detail relationship so that the child object C is available as the Target Object for both A and B.
  • Convert the relationship between A and C from master-detail to lookup.


The workaround suggested in Cannot choose a specific custom object as the target for 'Create a Record' Global Action (to create an action for detail object prior to establishing the master-detail relationship field) is also applicable, however this is not advisable.

Knowledge 기사 번호

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