Q:
Can I add records to the fields of a child object that has a master-detail relationship with its parent in Salesforce?
A: Yes, you can.
Prerequisite:
When adding a record to a child object in a master-detail relationship, you need to specify which parent record the child will be associated with.
🛠️ How to Set Up
1. Obtain Parent Record ID
First, get the parent record ID. This can be done by either adding a record to the parent object or searching for the parent record in Salesforce.
2. Select the Child Object
After obtaining the parent record ID, choose the child object when adding a new record.
3. Add Record via Integrate with Apps (If using this method)
Prepare the required fields in the child object.
In an additional field, select the parent object’s field (with data type: master-detail).
Embed the parent record ID you retrieved in Step 1 into this extra field.
4. Add Record via Manage Database (If using this method)
Embed the parent record ID into the parent object’s master-detail field.
Specify the values for the remaining child object fields.
This approach ensures the child record is correctly associated with the parent object.
📚 Related Guides
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How to Set up Outbound Messages in Salesforce - View Guide Here
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