Skip to main content

Hierarchical Relationship

Recently, I came across one of requirement where client wanted to have a custom lookup field on User object. This lookup will be on User. Based upon certain criteria, value of this field will go to Manager field. They didn't want update of Manager, but on the basis of some business use case.

First impression to me was it will be straight forward to create a lookup on user and then in trigger will check for business use case and update Manager field accordingly. However, when I proceed with creating a look on User object, I couldn't find an option 'Lookup Relationship' on first screen of 'New Custom Field'. 

In fact, I saw only available option 'Hierarchical Relationship' for creating any sort of relationship. I know most of us know about it. But you can't defer on my opinion that we tend to forget these small stuff. Since, on user you can't have any direct relationship, but only user. Salesforce gives you special relationship data type on User object, 'Hierarchical Relationship'. It Creates a hierarchical lookup relationship between users. 



"It allows users to use a lookup field to associate one user with another that does not directly or indirectly refer to itself. For example, you can create a custom hierarchical relationship field to store each user's direct manager."

Comments

Post a Comment

Popular posts from this blog

Mashup Integration in Salesforce

During preparation for TA certification exam, I came across a word Mashup for integration a number of times. I explored about it and below is description:- Mashups, sometimes called “composites,” are hybrid applications created by bringing together several data sources and Web services to create a new application or to add value to an existing application. Behind the scenes, mashups may require different levels of integration, depending on whether the mashed-up data is only meant to be viewed, whether it can be edited, and whether data is actually transferred between systems. There are three types of mashup:- Client Presentation Mashup - In this type of mashup the integration takes place strictly at the visual level. It makes possible to view data from two or more applications in a browser,  without actually moving data between the applications. Example - Google Maps. Client Service Mashup - As mashups evolve, they are becoming more complex and sophisticated. Client...

ReadOnly Annotation

Use Case:- You want to show up to 10000 record on single VF page. Count of records based upon some business requirement where number of records could go up to 1 million. So far, it was not possible to achieve above in VF page because of following limitations:- The maximum number of items in a collection that can be iterated over using components such as <apex:dataTable> , <apex:dataList> , and <apex:repeat> is 1000. Normally, queries for a single Visualforce page request may not retrieve more than 50,000 rows. Solution:- But with API version 23.0 , salesforce has introduced ' ReadOnly ' annotation which has following functionality/restriction:- The @ReadOnly annotation allows you to perform unrestricted queries against the Force.comdatabase. All other limits still apply. It's important to note that this annotation, while removing the limit of the number of returned rows for a request, blocks you from performing the following operations ...

Grant Access Using Hierarchies

Problem There is a custom object say 'XYZ' and OWD for this is set to ' Private ', which means record of this can be seen by only owner and users above in role-hierarchy and territory. However, to share this with other user, we can manually share it. The problem is that I don't want other users, who are above in role-hierarchy and territory of the user with whom record has shared, can see it. Solution We can un-check ' Grant Access Using Hierarchies ' check box for object 'XYZ' on 'Sharing Settings' page. We can go to Setup >> Security Controls >> Sharing Settings and click on ' Edit ' button. On the edit page, we can un-check ' Grant Access Using Hierarchies ' for required object.  Major uses of 'Grant Access Using Hierarchies' are:- If you disable the Grant Access Using Hierarchies option, sharing with a role or territory and subordinates only shares with the users directly asso...