How to Create Master Detail Relationship in Salesforce

Quick summary

A Master-Detail Relationship in Salesforce links a child object tightly to a parent object, controlling sharing, deletion, and roll-up summaries. This step-by-step guide walks you through creating the relationship using Advanced Setup and the Fields & Relationships menu.

Steps

1. Click the gear icon at the top of your dashboard.
2. Select Open Advanced Setup.
3. At the top left of the page, click Open Manager.
4. Select the child object from the object list.
5. Choose Fields & Relationships from the object menu.
6. Click New to create a new field.
7. Select Master-Detail Relationship as the Data Type.
8. Click Next to proceed.
9. Select the parent object you want to link to.
10. Click Next to continue.
11. Configure field details as needed.
12. Click Next to proceed.
13. Set field-level security, then click Next.
14. Select the layouts where the field should appear.
15. Click Next to continue.
16. Click Save to complete your Master-Detail Relationship.