Can You Convert a Lookup Relationships to Master-Detail in Salesforce? How?
Salesforce is a powerful CRM platform, known for its ability to manage data relationships effectively. Among the tools that make this possible are the Lookup relationships and Master-Detail relationships, two key data modeling techniques that help users connect records across objects. While Lookup relationships offer flexibility, there are times when a Master-Detail relationship is more suitable due to its tighter link and its control over data dependencies and sharing settings. In this article, we’ll explore the ins and outs of converting a Lookup relationship to a Master-Detail relationship in Salesforce, including the steps, considerations, and best practices. Many Salesforce users find themselves needing this conversion when they want to add more control and functionality to their data model. For example, if you need your related records to inherit sharing settings or if you want roll-up summaries, a Master-Detail relationship is often the better choice. But can you convert a Look