In this lesson, we explore the Master-Detail relationship. We create a Master-Detail field on Project (Detail/Child) and relate it to the Account (Master/Parent) object.
Creating a Master-Detail field on an object makes that field required, therefore it must be included on all page layouts and its field level security is set to Visible and Editable.
In this lesson, we create a Lookup relationship field on our custom Project object. The purpose of this Lookup field is to store Project Manager data on projects, and we set the field to lookup to the User object.
Lookup fields are not required, unlike Master-Detail fields.
In this lesson, I create several custom fields. I first create a couple of date fields, one for Start Date (including a Default Value formula for today) and an End Date field for our projects. I also include a Currency field for Budget as well as a Long Text Area field for the project Description.
In this lesson, we test out our Project Custom Object and new Custom Fields by entering in a Project record. From this experience, we see that we need to adjust the page layout for Projects.
