In Salesforce (and most CRMs), your relationship design defines how records connect and behave. The big three to know: Master-Detail, Lookup, and Junction objects for many-to-many. Roll-ups—native or custom—sit on top to summarize child data. Master-Detail Relationship ?️ A tight parent-child link where the parent controls the child. Parental control:...
- October 17, 2025
