The document discusses different types of relationships in Salesforce including lookups, master-detail relationships, junction objects, self relationships, and user hierarchies. It uses examples like dating relationships and the British royal family to explain lookups, master-detail relationships, and user hierarchies. Junction objects are exemplified by opportunity contact roles, and self relationships through the use of parent accounts.

3. ● I’m Kristi… a Salesforce nerd,
architect and consultant
● I’m Tracie… a Salesforce nerd,
awesome admin and mentor
● Together we’re… Tracie and Kristi

4. They’re okay seeing
other people.

5. ● Lookups have different parents
● They can be one-to-one or one-to-many
● Technically there is a “relationship” but there is no dependency (Meaning Leo
can date whoever he wants, doesn’t mean he has to put a ring on it)
● Deletion of one record in the relationship, does not delete the other record
● A lookup relationship is just a reference. In Leo’s case, it’s his way of showing the
world he is still relevant because he still has the ability to get a date for the
Golden Globes
● Lookups are not the kind of relationship you are looking for if your end goal is to
do roll-up summaries

6. Like JLo and Ben Affleck…but
wayyy more solid

7. ● A solid and incredibly co-dependent relationship. If the parent is deleted, all
the children disappear to. In Bennifer’s case…if JLo break up with Ben, he will
simply cease to exist
○ Reparenting can happen when the master/detail first created (Hope JLo
stipulated that in the prenup)
● The parent record security settings define the visibility of the children
● Roll-up Summaries exist only in Master-Detail relationships
○ How much money is Ben worth? Roll that up to JLo
○ How many kids? Roll that up too!
● Kristi is telling me I should provide a applicable Salesforce example as well so
fine….think about Contacts and Accounts. Boom. Salesforce’d this slide.

8. Our children unite us….and
divide us

9. ● The best example for a junction object is an Opportunity Contact Role
○ You have an Opportunity
○ You have a Contact
○ And they are related through the Opportunity Contact Role
● Other standard junction objects are Account Team, Opportunity Team, Case
Team, etc.

10. Selena Gomez needs
NO MAN

11. ● The best example of a self relationship is Parent Account
○ You have an Account, related to another Account
○ This creates a hierarchy of Parent Account > Account
Account 1
Account 3
Account 2
Account 4 Account 5 Account 6 Account 7

12. Bumble, Tindr, Coffee Meets
Bagel, Hinge, Plenty of Fish…

13. ● Indirect Lookup Relationship Example: Hulu uses Salesforce as it’s system of
record.
● Hulu monitors its subscribers individual usage.
● So I, as a Hulu subscriber, would be listed as an Account in Salesforce and
allllll my poor viewing choices would be available as an indirect lookup.
○ Stop judging me for how many times I watch New Girl damnit. You don’t
know my life, Hulu!
● External Lookup is the reverse. The External record is now the parent, and the
records in salesforce are the children

14. The British Royals…the Heir
and the Spare look up to
their “manager” Charles

15. ● Only for the user record, allows admins to establish a relationship between
users and another user, for example a manager or approver
●