Salesforce · Module 3 of 10

Relationships and data modelling

Connect objects with relationships.

📖 Key ideas

Lookup relationship: loose link between objects.
Master-detail: tight link; child depends on parent (deletes cascade, roll-up summaries).
Many-to-many via a junction object.
Roll-up summary fields aggregate child data.
Design the data model before building automation.

💡 Real-life example: Master-detail is a mother and child sharing a ration card; lookup is just a phone contact.

Lookup relationshipLoose connection between objects

Master-detailTight parent-child relationship

Junction objectObject enabling many-to-many

Roll-up summaryAggregates child records