Activity › Forums › Salesforce® Discussions › What type of relationship should be built for a one-to-one in Salesforce?
Tagged: Account ID, accounts, Apex Developer Guide, Business Logic, Contact Object, Contacts, Developer Edition, Salesforce Developer, Salesforce Extensions, Salesforce Lightning Platform, Salesforce Relationships, Salesforce Sandbox, Salesforce SOAP API, Salesforce Solutions, Salesforce Workflow Rule, Visualforce Page
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What type of relationship should be built for a one-to-one in Salesforce?
Posted by Piyush on November 25, 2019 at 6:55 amWhat type of relationship should be built for a one-to-one in salesforce?
CRMJetty replied 2 years, 5 months ago 5 Members · 4 Replies -
4 Replies
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Hi,
Let's consider the scenario that we would like to establish a One to One relationship between Accounts and Contacts..
Step 1:
Create a custom field on the Contact object. Make the field unique. This field would be used to hold the ID of the associated Account.
Step 2:
Create a Workflow rule on Contact. Update the custom field with the value of the associated Account ID.
Done!! you have established a one to one relationship between Account and Contacts...
When you try to add a second contact to the Account, the "unique" constraint would be violated and an error would be thrown.
Thanks.
- This reply was modified 4 years, 11 months ago by Prachi.
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Hello,
Here's an overview of the types of relationhips be Objects in Salesforce:
http://www.salesforce.com/us/developer/docs/api/Content/relationships_among_objects.htm (http://www.salesforce.com/us/developer/docs/api/Content/relationships_among_objects.htm" target="_blank) -
introducing SOAP API
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Salesforce Education Services offers a suite of training courses to enable developers to design, create, integrate, and extend applications built on the Lightning platform. Be sure to visit http://www.salesforce.com/training to learn more.
When to Use the SOAP API
The Salesforce prebuilt applications provide powerful CRM functionality. In addition, Salesforce provides the ability to customize the prebuilt applications to fit your organization. However, your organization may have complex business processes that are unsupported by the existing functionality. In this case, Lightning Platform provides various ways for advanced administrators and developers to build custom functionality. These include the SOAP API, Apex, and Visualforce.SOAP API
Use SOAP API to create, retrieve, update or delete records, such as accounts, leads, and custom objects. With more than 20 different calls, SOAP API also allows you to maintain passwords, perform searches, and much more. Use SOAP API in any language that supports Web services.
REST API
REST API provides a powerful, convenient, and simple REST-based web services interface for interacting with Salesforce. Its advantages include ease of integration and development, and it’s an excellent choice of technology for use with mobile applications and web projects. For certain projects, you may want to use REST API with other Salesforce REST APIs. To build UI for creating, reading, updating, and deleting records, including building UI for list views, actions, and dependent picklists, use User Interface API. To build UI for Chatter, communities, or recommendations, use Chatter REST API. If you have many records to process, consider using Bulk API, which is based on REST principles and optimized for large sets of data.
Bulk API
Bulk API is based on REST principles and is optimized for loading or deleting large sets of data. You can use it to query, queryAll, insert, update, upsert, or delete many records asynchronously by submitting batches. Salesforce processes batches in the background.SOAP API, in contrast, is optimized for real-time client applications that update a few records at a time. You can use SOAP API for processing many records, but when the data sets contain hundreds of thousands of records, SOAP API is less practical. Bulk API is designed to make it simple to process data from a few thousand to millions of records.
Metadata API
Use Metadata API to retrieve, deploy, create, update, or delete customizations for your org. The most common use is to migrate changes from a sandbox or testing org to your production environment. Metadata API is intended for managing customizations and for building tools that can manage the metadata model, not the data itself.The easiest way to access the functionality in Metadata API is to use the Salesforce Extensions for Visual Studio Code or the Ant Migration Tool. Both tools are built on top of Metadata API and use the standard tools to simplify working with Metadata API.
The Salesforce Extensions for Visual Studio Code includes tools for developing on the Salesforce platform in the lightweight, extensible VS Code editor. These tools provide features for working with development orgs (scratch orgs, sandboxes, and DE orgs), Apex, Aura components, and Visualforce.
The Ant Migration Tool is ideal if you use a script or the command line for moving metadata between a local directory and a Salesforce org.
Apex
Use Apex if you want to:Create Web services.
Create email services.
Perform complex validation over multiple objects.
Create complex business processes that are not supported by workflow.
Create custom transactional logic (logic that occurs over the entire transaction, not just with a single record or object).
Attach custom logic to another operation, such as saving a record, so that it occurs whenever the operation is executed, regardless of whether it originates in the user interface, a Visualforce page, or from SOAP API.
For more information, see the Apex Developer Guide.
Visualforce
Visualforce consists of a tag-based markup language that gives developers a more powerful way of building applications and customizing the Salesforce user interface. With Visualforce you can:Build wizards and other multistep processes.
Create your own custom flow control through an application.
Define navigation patterns and data-specific rules for optimal, efficient application interaction.
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Customize, Integrate, and Extend Your Salesforce Solutions
The Lightning platform allows you to customize, integrate, and extend your Salesforce organization using the language and platform of your choice:Customize Salesforce with custom fields, links, objects, page layouts, buttons, record types, s-controls, and tabs to meet specific business requirements.
Integrate Salesforce with your organization’s ERP and finance systems, deliver real-time sales and support information to company portals, and populate critical business systems with customer information.
Extend Salesforce in presentation, business logic, and data services with new functionality that reflects the business requirements of your organization.
For more information about Lightning Platform solutions, developer resources, and community resources, go to Salesforce Developers.
Supported Salesforce Editions
To use SOAP API, your organization must use Enterprise Edition, Performance Edition, Unlimited Edition, or Developer Edition. If you are an existing Salesforce customer and want to upgrade to Enterprise, Unlimited, or Performance Edition, contact your account representative.To develop Web service client applications, it is strongly recommended that you use Developer Sandbox, which is an exact replica of your Salesforce deployment, including all customization and data. For more information, see http://www.salesforce.com/products/sandbox.jsp.
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Standards Compliance
SOAP API is implemented to comply with the following specifications:Standard Name
Website
Simple Object Access Protocol (SOAP) 1.1Web Service Description Language (WSDL) 1.1
http://www.w3.org/TR/2001/NOTE-wsdl-20010315
WS-I Basic Profile 1.1
http://www.ws-i.org/Profiles/BasicProfile-1.1-2004-08-24.html
Development Platforms
SOAP API works with current SOAP development environments, including, but not limited to, Visual Studio .NET 2005. In this document, we provide examples in Java and C# (.NET). The Java examples are based on WSC 20.0 (WSC) and JDK 6 (Java Platform Standard Edition Development Kit 6). Additional versions of WSC are available at https://github.com/forcedotcom/wsc and http://mvnrepository.com/artifact/com.force.api/force-wsc. To see a complete list of compatible development platforms and more sample code, go to developer.salesforce.com.Development platforms vary in their SOAP implementations. Implementation differences in certain development platforms might prevent access to some or all of the features in the API. If you are using Visual Studio for .NET development, we recommend that you use Visual Studio 2003 or higher.
SOAP API Support Policy
Salesforce recommends that your new client applications use the most recent version of the Lightning Platform WSDL file to fully exploit the benefits of richer features and greater efficiency. You can navigate to the most recent WSDL for your organization from Setup by entering API in the Quick Find box, then selecting API. When a new version is released, use the following steps in Quick Start to update your WSDL:Regenerate the WSDL file (see Step 2: Generate or Obtain the Web Service WSDL)
Import it into your environment (see Step 3: Import the WSDL File Into Your Development Platform)
Backward Compatibility
Salesforce strives to make backward compatibility easy when using the Lightning platform.Each new Salesforce release consists of two components:
A new release of platform software that resides on Salesforce systems
A new version of SOAP API
For example, the Winter ’07 release included SOAP API version 9.0 and the Summer ’07 release included SOAP API version 10.0.We maintain support for each SOAP API version across releases of the platform software. SOAP API is backward compatible in that an application created to work with a given SOAP API version will continue to work with that same SOAP API version in future platform software releases.
Salesforce does not guarantee that an application written against one SOAP API version will work with future SOAP API versions: Changes in method signatures and data representations are often required as we continue to enhance SOAP API. However, we strive to keep SOAP API consistent from version to version with minimal if any changes required to port applications to newer SOAP API versions.
For example, an application written using SOAP API version 9.0 which shipped with the Winter ’07 release will continue to work with SOAP API version 9.0 on the Summer ’07 release and on future releases beyond that. However, that same application may not work with SOAP API version 10 without modifications to the application.
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Choosing a WSDL
There are two Lightning Platform Web services for which you can obtain WSDL files for API access:Lightning Platform Enterprise WSDL—This API is for most enterprise users who are developing client applications for their organization. The enterprise WSDL file is a strongly typed representation of your organization’s data. It provides information about your schema, data types, and fields to your development environment, allowing for a tighter integration between it and the Lightning Platform Web service. This WSDL changes if custom fields or custom objects are added to, renamed, or removed from, your organization’s Salesforce configuration. If you are downloading an enterprise WSDL and you have managed packages installed in your organization, you need to take an extra step to select the version of each installed package to include in the generated WSDL.Note the following when generating the enterprise WSDL:If new custom fields or objects are added to, renamed, or removed from your organization’s information, you need to regenerate the WSDL file in order to access them.
The generated WSDL contains the objects and fields in your organization, including those available in the selected versions of each installed package. If a field or object is added in a later package version, you must generate the enterprise WSDL with that package version to work with the object or field in your API integration.
Lightning Platform Partner WSDL—This API is for Salesforce partners who are developing client applications for multiple organizations. As a loosely-typed representation of the Salesforce object model, the partner WSDL can be used to access data within any organization.
Related Resources
The Salesforce developer website provides a full suite of developer toolkits, sample code, sample SOAP messages, community-based support, and other resources to help you with your development projects. Be sure to visit https://developer.salesforce.com/page/Getting_Started for more information, or visit https://developer.salesforce.com/signup to sign up for a free Developer Editi -
Hello Piyush,
Salesforce allows One to many and Many to many Relationships .But you can establish a one to one relationship by follwing steps- Create a master detail relationship between two Object.
- On master object create a rollup summary field which count the child records
- Now write trigger on child Object which checks if the rollup summary count on master is equal to one then throw an error that the master have already one record attached select another.
This way every master Object will only have one record of the other object associated, hence one to one relationship is established.
Thanks.- This reply was modified 2 years, 5 months ago by CRMJetty.
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