Day 5 - Lookup to Master-Detail Conversion in Salesforce

Описание: In this session, we cover how to convert a Lookup relationship to a Master-Detail relationship in Salesforce when child records already exist, along with a clear explanation of what Master-Detail actually means in real projects.

This topic is frequently asked in interviews and causes real issues in production orgs if not handled correctly.

What we covered in this video:

What a Master-Detail relationship is and when to use it

Key differences between Lookup and Master-Detail

Why Salesforce restricts Lookup → Master-Detail conversion

Steps to prepare existing child records before conversion

How to handle orphan child records

Making lookup fields required before conversion

Ownership, security, and sharing changes in Master-Detail

Cascade delete behavior and its impact

Roll-up summary fields and why they require Master-Detail

Pre-conversion and post-conversion validation checklist

Common mistakes developers make during conversion

Who should watch this:

Salesforce beginners learning data modeling

Admins transitioning to development

Developers working on real-time orgs

Anyone preparing for Salesforce interviews

This video focuses on practical understanding, not just definitions, so you know exactly what to do in real Salesforce environments.

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