Salesforce Platform App Builder Certification Training - Create Master-Detail Relationship

The video tutorial guides viewers through setting up a master-detail relationship in a system. It begins with selecting a master object from the object manager and choosing the field type. The next steps involve selecting the related object, defining the field label, and adding descriptions or help text. The tutorial emphasizes ensuring the correct profiles have access and choosing the appropriate field page layout. Finally, it covers establishing a relationship between child and parent objects, making necessary choices to complete the setup.

What is the first step in setting up a master-detail relationship?

• Choosing profiles

• Selecting the master object

• Creating a description

• Choosing the field label

After selecting the object to relate to, what is the next step?

• Creating a child object

• Choosing the field type

• Selecting the field page layout

• Choosing the field label

What should be ensured about profiles during the setup?

• They are related to the field label

• They are part of the object manager

• They are linked to the child object

• They have access to the master-detail field

Which layout is chosen after ensuring profile access?

• Child object layout

• Master object layout

• Object manager layout

• Field page layout

What relationship is established between the child and parent objects?

• Self relationship

• Master-detail relationship

• Lookup relationship

• Hierarchical relationship