In Salesforce, we can create only two master-detail relationships on the same object; sometimes, it isn’t important to have an MDR relationship on the Objects, so we can convert it into a lookup relationship instead.
In this Salesforce tutorial, we are going to learn about Convert Master-Details Relationship into Lookup in Salesforce. We will see the lookup relationship, MDR(Master-Detail relationship), and why there is a need to convert the relationship.
Additionally, we will see how to convert the master-detail relationship into a Lookup Relationship in Salesforce.
Master-Details Relationship into Lookup in Salesforce
Lookup Relationships in Salesforce:
Using the following points, let’s quickly give an overview of lookup relationships:
- Two types of relationships – one-to-many and many-to-many.
- It is not necessary to have a lookup field required.
- We can create up to 40 LR per object.
You can read the whole article on Lookup Relationship in Salesforce.
Master-Detail Relationships in Salesforce:
Using the following points, let’s quickly give an overview of master-detail relationships:
- Only one-to-many type of relationship.
- The Master Detail field is always required to be filled.
- We can create only two MDRs per object.
- We can use the Rollup Summary field on the parent object in MDR.
You can read the whole article on Master-Detail Relationship in Salesforce.
Why do we need to convert the master-detail relationship into the lookup relationship in Salesforce?
In Salesforce, we can create only two master-detail relationships per object, and because of MDR, we can use the roll-up summary field. Also, sometimes, it isn’t important to have an MDR relationship on the object, so instead of that, we can convert it into the lookup relationship.
You can read the whole article on How to Convert Lookup to Master Detail in Salesforce.
Important:
While converting the Master-detail relationship into a Lookup Relationship, we should consider that if we have created any rollup summary field on the parent object, then we need to delete that field, or else it will not convert into a lookup relationship.
How to Convert Master-Details Relationship into Lookup in Salesforce
Using the following steps, we can convert the master-detail relationship into a lookup Relationship.
1. Go to Setup. -> then click on the Object Manager tab. Then, in the search option, search for the object that you want to convert to the field relationship. Here, I have selected the Student_c Custom Object. Click on that object.
2. Then click on the Fields and Relationships.
Then, find the Master Detail relationship field that you have already created and click on that. Here, I have selected the Faculty field.
3. You will see the Edit option; click on it.
4. But we don’t have the option to change to that field; why did this happen?
As we discussed above, if there is a rollup summary field present on the parent object, it will not convert into a master-detail relationship.
5. Let’s check on the parent object to see if their roll-up summary is present or not. For that, go to Object Manager -> Search Faculty_c (Parent object of Student_c). -> Fields and Relationship -> Here, we can see the Rollup summary field is there.
6. We have to delete that field; for that, click on the dropdown arrow, and you will see the option to delete. Click on the Delete option, and then you will see that the field is deleted.
7. Here, you should know one important thing: we have to hard delete the rollup summary field, which you can see in the Deleted Fields option. Click on it.
8. Then, you will see the Erase and Undelete options. We need to delete that field permanently, so click on the Erase option.
9. Then again, go to the Edit option on Student_c (child object). Now, there, you can see the Change Field Type option; click on it.
10. Now click on the Lookup Relationship datatype and click on the Next button.
11. Then don’t change anything here; directly click on the Save button.
12. Here, you can see in the Faculty field that the master-detail relationship has been converted into a lookup relationship.
This is how we can convert the master-detail relationship into the lookup relationship in Salesforce.
Conclusion
I hope you got an idea about converting the master-detail relationship into the lookup relationship, in that we have seen the lookup relationship, MDR(Master-Detail relationship), and why there is a need to convert the relationship.
Additionally, we also have seen how to convert the master-detail relationship into a lookup relationship in Salesforce.
You may like to read:
- How to Convert Lookup Relationship into Master-Detail Relationship in Salesforce
- How to Create Master-Detail Relationship in Salesforce
- Salesforce External Lookup Relationship Data Type
- How to Create Self Relationship in Salesforce
- How to Delete Master-Detail Relationships in Salesforce
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
