Slaesforce FAQ

how to delete a master detail relationship field in salesforce

by Dr. Patience Koch Published 2 years ago Updated 2 years ago
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Delete the Quote's deprecated Opportunity master-detail relationship field in Salesforce CPQ.

  • Navigate to your Opportunity object.
  • Remove any reference to the Quote Count field.
  • Delete the Quote Count field.
  • Navigate to your Quote object.
  • Locate the discontinued Opportunity Master-Detail object: SBQQ__Opportunity__c. This field can now be deleted. Prior to doing so, you must migrate any ...
  • Delete SBQQ__Opportunity__c.
  • Add SBQQ__Opportunity2__c to your Quote Page Layouts.

Following worked for me.
  1. First Switch to salesforce Classic.
  2. go to setup -> Build ->Create.
  3. Objects->(your) custom object->Custom Fields & Relationships.If you have already deleted Rollup summary field.
  4. Click on Deleted Fields ->Then Erase ->
  5. Check checkbox and press Delete button.
Dec 1, 2014

Full Answer

What are the different types of relationships in Salesforce?

  • 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 sharing and security settings of its master record.

More items...

How to create one to one relationship in Salesforce?

The 6 Types of Relationships in Salesforce

  1. Lookup Relationships. A Lookup is a loosely coupled relationship, allowing you to connect one object to another in a one-to-many fashion.
  2. Master-Detail Relationship. A master-detail relationship is a strongly coupled relationship, meaning if the parent is deleted, so are the child records.
  3. Many-to-Many Relationships. ...
  4. Self Relationship. ...

More items...

How to create a many to many relationship in Salesforce?

  • Course starting date.
  • Course Last date.
  • Current Seats Occupied.

How many relationships do we have in Salesforce?

There are two type of relationship in Salesforce. 1) lookup 2) master-detai Basically two relationships are there in Salesforce.

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Can we delete a detail record in Master Detail relationship?

If the Master Detail relationship is changed to a Lookup relationship, end users can delete detail record's file with only object's "Modify All Data" permission. Therefore, Master Detail relationship and Lookup relationship have different behavior on deleting detail record files.

How do I delete a field and relationship in Salesforce?

From the management settings for the field's object, go to Fields. Click Del next to the name of the field. When prompted, select the Yes, I want to delete the custom field checkbox to confirm, and click Delete.

Can we delete custom object on the master side of Master Detail relationship?

You can't delete a custom object if it: Is on the master side of a master-detail relationship. Contains custom fields that are used in a roll-up summary field on another object.

Can edit Master Detail relationship in Salesforce?

Master-detail relationship fields are always required on detail records, and once you set a master-detail relationship field's value, you can't change it.

How will you delete a field?

Delete a field from a table. In the Navigation Pane, right-click the table, and then click Design View. In the table design grid, select the field that you want to delete, and then press DEL.

How do I delete all custom fields in Salesforce?

Few Simple Steps to Delete Multiple Custom Fields in SalesforceOpen the BOFC Home > Click “Bulk Field Deletion”It will open below screen for BOFC Delete Fields. User can display list of fields using two methods: ... Once the Delete action is completed, it will show “Success or Error” status message in-front of each row.

How many master detail relationship can you have on an object?

two master-detail relationshipsEach custom object can have up to two master-detail relationships and many lookup relationships. Each relationship is included in the maximum number of custom fields allowed. You can convert a master-detail relationship to a lookup relationship as long as no roll-up summary fields exist on the master object.

What happen if child have two master records and one is deleted?

If child have two master records and one is deleted then the record is deleted and placed in the recycle bin.

How do I update master detail fields in Salesforce?

Here is a 6 step process:Step 1: Login and Set Up the Object for Master Detail Salesforce Relationship.Step 2: Select the Object to Create a Relationship.Step 3: Create New Custom Fields and Relationships.Step 4: Choose the Relationship Type.Step 5: Name the Relationship and Field.More items...•

Can we delete a child object in Master Detail relationship?

Parent Object we cannot delete because it will be referred in the child object.

Can we convert Master Detail relationship to lookup relationship?

You can convert a master-detail relationship to a lookup relationship as long as no roll-up summary fields exist on the master object. You can convert a lookup relationship to a master-detail relationship, but only if the lookup field in all records contains a value.

How do I see all Master Detail relationships in Salesforce?

Check the "I agree to the terms of service" box and click Login with Salesforce.Choose "Standard and Custom Objects" in the "Jump to" picklist.Choose your object with the 2 master-detail relationships in the "Object" picklist.Expand the "Fields" folder by clicking on the folder icon.More items...•

Choose the Relationship Type

In setup home, find the object named Delivery Schedule. In it under the Custom Fields and Relationships related list, click New. Choose the Master-detail Relationship as shown in the screenshot below.

Choose the Related Object

In the next step, select the object with which this relationship will be created. We choose DeliveryLocation.

Name the Relationship and Field

In this step, enter the Relationship Name as well as the name of the Field.

Add field to page layout

In the Next step we accept the defaults and move on to add the reference field to the page layout.

Add Custom Related Lists

Next, we specify the title for the related list that is associated layout with the parent.

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