Updated: Nov 22, 2022
Salesforce is the best option for managing marketing and sales data to improve resource efficiency based on customer behavior. To understand how Salesforce works, you must familiarize yourself with junction objects.
This article will teach you the basics of Salesforce and how to configure a Junction Object in Salesforce.
Salesforce And Its Features
Some of the most popular applications and software programs for marketing, sales, finance, customer service, and supply chain management are built on the Salesforce CRM platform.
Proof provides a secure way for companies to store their current clientele's information and helps manage that data across multiple channels like IM, email, and social media.
The Salesforce platform provides the following capabilities:
Salesforce's Collaboration features help departments within the company communicate with one another by giving updates on departmental activities. This is done through tools like Chatter and Sales Cloud.
Salesforce allows you to manage your workflow more efficiently by keeping track of tasks, events, and objectives all in one place. You can also share these lists with teammates to delegate responsibility and monitor progress.
Salesforce Dashboard offers an up-to-date analysis of your company's progress. It allows for the easy creation and management of a comprehensive report on all team members' performances.
The Salesforce Visual Workflow allows businesses to automate and manage custom workflows.
To fully understand the Salesforce Junction Object, we must first explore the various relationships that Salesforce offers.
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Salesforce Relationship Types
The purpose of a relationship in Salesforce is to show the dependency between different Objects. Objects can be connected through relationships. The following varieties of connections can be established on the Salesforce platform:
1. Master-Detail Relationship
The Master Object is more critical than the Detail Object. If you delete the Master Object's record, all associated Detail Object data will also be deleted.
2. Lookup Relationship
Objects in a Lookup Relationship are weakly linked to one another.
This means that if you delete an Object's record, it won't affect any other related objects.
3. Many-to-Many Relationship
There can be multiple relationships between different objects in Salesforce. To create a Many-to-Many relationship, you need to establish two Master-Detail relationships and link them with a third object, called a Junction Object.
4. Self Relationship
A self-relationship is when an object creates a connection with itself.
5. External Relationship
You can establish a relationship between two external objects using this field.
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Junction Object In Salesforce
Salesforce's relationship types let you connect objects in many different ways. Some of you may already be familiar with the two most typical kinds of relationships: lookup and master-detail relationships.
You can use foreign keys to establish a legal parent-child relationship, commonly known as a 1-to-many relationship. In other words, there will only ever be one parent record, but that single record can have multiple child records. But what happens when you link "many" parent records with "many" child records? Let's take a look:
Junction Objects in Salesforce assist you in creating many-to-many relationships between two objects by utilizing two master-detail relationships with a custom object. Modeling data schemas correctly is crucial, and this step helps to ensure that. First, we'll look at a few examples:
Junction Object Examples
Let's use the example of a job opening and a person looking for that opening to understand this concept better. In a traditional parent-child relationship, it wouldn't work if job seekers were expected to apply to several positions. To maintain organization with numerous applicants applying for many positions, we require a junction object called "Application."
Moreover, Opportunity Products give you a thumbnail of Salesforce's standard objects. The Opportunity Line items object is where you'll need to link Products with particular Opportunities (which acts as a junction object). This step makes connecting more than one product to a single opportunity possible.
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Creating A Junction Object In Salesforce
Making a junction item is easy, and you won't have to put much thought into it after your first time. To make things simpler, I'll use the recruitment example from earlier:
Before we start, gather the two items you'll need to use a junction object. In this example, we will use the custom objects Job Posting and Candidate. Salesforce Schema Builder is not currently linked. We will utilize our junction object to ensure many people can apply for many jobs.
The second action is to create a new object that will act as the junction between the Candidate and Job Position objects. I named this special object "Job Application."
We must now build two master-detail relationships on the Job Application object: one with our Candidate object and the other with the Job Position. To do this, add a field to your Job Application object in the usual way, then select the master-detail relationship field type and choose our other objects. Returning to Schema Builder allows us to verify that our many-to-many junction object is finished.
With this new system, we can now fill multiple open positions with numerous qualified candidates.
Points To Remember While Creating A Junction Object In Salesforce
To serve as a junction object, you must modify an existing object. The method for adapting an item release varies depending on the release.
Before anything, you must see if the objects you want to create relationships with exist.
Examine the templates for master object pages to ascertain if any lists are present.
The goal is to bridge the gap between communication and relationships.
The following Salesforce platforms allow you to set up many-to-many relationships: Lightning Experience, Classic, Group, Enterprise, Contact Manager, Professional, Unlimited Edition (UE), Developer Edition (DE), Performance Edition (PE), and Database.com.
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Junction objects are a vital part of the Salesforce data model. Knowing about them is key to passing the Salesforce Admin Certification exam and creating scalable solutions for your business.
Moreover, you should also read our previous article, where we discussed what is a queue in Salesforce.