Relationship Data Types in Salesforce

Salesforce Tutorial

What are the relationship data types in Salesforce?

In this video we cover all the relationship data types in Salesforce, letting you know when to use each one of these. We will review how to create parent-child, master detail, lookup, and roll-up lookups.

A large portion of the work that is done to customize Salesforce is by establishing relationships between the data of two objects. Sales shift data, opportunity data, and contact data can all be related to each other in a number of ways. While there are many relationship types, not all are available in every situation. We will go over how to determine which relationships are right for your usecase, how to implement them, and when to use them.

Feel free to leave a comment below if you have any questions!