02 · Relationship types, decided with three questions

Lookup, master-detail or junction — answered by ownership, cascade delete, and roll-ups.

Article 15m 1 min read Updated 17 Apr 2025
02 · Relationship types, decided with three questions
Modules

Lookup, master-detail or junction — answered by ownership, cascade delete, and roll-ups.

The three questions

Does the child make sense without the parent? Should deleting the parent delete the child? Do you need roll-up summaries? Master-detail answers no, yes, yes; lookup answers the reverse.

Converting later is possible, painful

You can switch lookup to master-detail only while every child has a parent, and the switch rewrites sharing. Decide up front; this is a one-way door that pretends not to be.

Practice in your org

  • Open your Developer Edition org and follow along step by step
  • Change one thing at a time and note what happens
  • When something breaks, read the error before searching for it