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:...
Introduction In Salesforce, data modeling sits at the core of everything—APIs, automation, UI, analytics, all of it. Beyond standard and custom objects, you’ve also got External Objects for virtualized data, Big Objects for massive, append-only datasets, and polymorphic fields (like WhatId/WhoId) for flexible relationships. This guide gives Developers, Admins, and...
