Salesforce is one of the most popular CRM available. Junction Object is the best feature offered by CRM to its customers. This feature's main objective is to strengthen the objects' connectivity in many ways. After reading this article, you will have a clear knowledge of the Salesforce Junction Object and how to create them.
Salesforce, by default, only permits one-to-many and many-to-one relationships by employing a variety of triggers. But what if an organization tries to access information from both the sales and service teams?
They will be able to accomplish this if granted access to the databases of the sales and support teams through many-to-many relationships or master-detail relationships in Salesforce. This can be done using Salesforce's Junction Object. This blog explores in-depth about what is a Junction object in Salesforce with examples.
When it comes to successfully managing resources based on customer behavior, Salesforce is a master at keeping an organization's data linked to its marketing and sales campaigns. Understanding how the Salesforce Data Model operates internally requires knowledge of the Salesforce Junction Objects.
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Relationships in Salesforce indicate the connections between two or more objects. We utilize relationships to establish a connection between two objects in Salesforce if we need to relate them such that their functioning depends on one another. The following object relationships are made possible via the Salesforce Platform:
A one-to-many relationship is a look-up relationship. Because the objects in a look-up relationship are only loosely related, the deletion of one object has no bearing on the continued existence of the other.
One object serves as the Master object in this kind of relationship, and the other one serves as the Detail object. In other words, this relationship is comparable to that of a parent and child. When a Master Data Object's record is erased, the record linked to the Detailed object is also deleted. The Parent record can manage attributes like the visibility of the Child thanks to the Master-Detail Relationship.
Self Relationship is the simple term for an object forming a bond with itself. A smaller campaign being a part of a larger campaign, for instance, illustrates the self-relationship.
Records of certain items may be related to numerous instances of other things in a many-to-many relationship, and vice versa. Since Salesforce by default does not support many-to-many relationships, two Master-Detail Relationships tied to a single object can be used to create a many-to-many relationship. Junction Object is a frequent name for this shared item that joins the two relationships.
With Salesforce Connect, a new field type was introduced. Utilize the external relationship field to connect one external item to another. It supports all Look-Up Relationships that use the 18-character Salesforce id for the association.
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You can build Many-to-Many relationships using Junction Objects on the Salesforce platform. The Junction Object is a custom object that enables you to link a custom object with a large number of child records and link each child record to a large number of parent objects. The junction object keeps track of how the two things are connected.
You can take a subset of data from a Junction Object and add data to a Junction Object. However, data upserts are not supported by the Junction Object.
Let’s look at a few examples:
Consider a hiring procedure when a position is open and a candidate objects. A typical parent-child relationship will not function because it is necessary for applicants to submit applications for many job openings. To enable several people to apply to several open positions, You require a junction object with a name like "Application."
Additionally, one of the typical Salesforce objects provides an example using Opportunity Products. Use the Opportunity Line Items object, which is a junction object, if you want to link Products to a specific Salesforce Opportunity. You could only ever link one product to one opportunity without the Junction Object, thus it's essential.
It's easy to design a junction item, and once you've done it once, the idea will come naturally. To simplify matters, I'll use the recruitment procedure mentioned above as an example:
Step #1. First, check to see if the two items you want to join with a junction object are readily available. Job Position and Candidate will be my first two bespoke objects. You can see that these are now disconnected from Salesforce Schema Builder. We require our junction object to guarantee that several candidates can apply for numerous positions.
Step #2. As our junction object, a new custom object must be created as the next stage. We can connect the Job Position objects and Candidate. Thanks to a special object I made called "Job Application."
Step #3. A candidate object and a job position must now be configured as two master-detail relationships in the Job Application object. Create a field on your Job Application object first (as per usual) and then select the proper objects and master-detail relationship field type to achieve this. Returning to the Schema Builder will allow us to verify that our many-to-many junction object is finished.
Step #4. We are now able to allocate many candidates to many employment opportunities thanks to the structure mentioned above. Let's have a look at how Salesforce displays this.
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SOQL (Salesforce Object Query Language) query can access the data from the junction object. The following steps show how to do it:
SELECT lookup_(Object in Junction)api_name__r.field FROM junction_object_api_name WHERE main_object_api_name__r.id = '<<main_object_record_id_tag>>'
The blog described the features and steps for building a Junction Object in Salesforce. If you are a beginner, understanding concepts like these may seem difficult. So, Sign up now for MindMajix’s Salesforce Certification Training to get more insights into the essential Salesforce topics.
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Madhuri is a Senior Content Creator at MindMajix. She has written about a range of different topics on various technologies, which include, Splunk, Tensorflow, Selenium, and CEH. She spends most of her time researching on technology, and startups. Connect with her via LinkedIn and Twitter .
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