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Record access for master-detail versus lookup children

Key Takeaway

A detail record gets its access from the master record, while a lookup child gets its access from its own owner, object permissions and sharing settings.

The relationship type decides who can see and change child records. A master-detail relationship is a tight link: the master record controls certain behaviors of the detail record, including who can view the detail's data. A lookup relationship is a looser link, and objects in a lookup relationship usually work as stand-alone objects with their own tabs.

How a detail record depends on the master record

A detail record depends on the master record in these ways:

  • A detail record has no owner of its own. The Owner field on detail and subdetail records isn't available. Salesforce sets the field automatically to the owner of the master record.
  • Detail and subdetail records inherit security settings and permissions from the master record. You can't set permissions on a detail record independently.
  • The master object's sharing data controls access to a detail object, so a detail object doesn't get a sharing table of its own.
Platform App Builder Study Guide

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Given a scenario, explain the capabilities of the various relationship types and the implications of each on record access, user interface, and reporting.

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